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State Street SPDR Portfolio S&P 500 Value ETF

1,042 hedge funds and large institutions have $24.9B invested in State Street SPDR Portfolio S&P 500 Value ETF in 2025 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 439 increasing their positions, 343 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,042
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
142
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$6.94M
Puts
$636K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TC
276
Trilogy Capital
California
$6.62M
IPW
277
Intergy Private Wealth
Colorado
$6.55M
GWP
278
Gateway Wealth Partners
Wisconsin
$6.47M
ATWA
279
Arbor Trust Wealth Advisors
Michigan
$6.39M
SWM
280
Spire Wealth Management
Virginia
$6.29M
EFH
281
Eaton Financial Holdings
Florida
$6.22M
Koshinski Asset Management
282
Koshinski Asset Management
Illinois
$6.21M
OAM
283
Occidental Asset Management
California
$6.15M
CCAL
284
City Center Advisors LLC
Michigan
$6.09M
TC
285
TAGStone Capital
North Carolina
$6.08M
FIA
286
Foundations Investment Advisors
Arizona
$5.96M
IWP
287
IAG Wealth Partners
Wisconsin
$5.96M
Kovitz Investment Group Partners
288
Kovitz Investment Group Partners
Illinois
$5.91M
CAM
289
Cozad Asset Management
Illinois
$5.91M
BFG
290
Buttonwood Financial Group
Missouri
$5.78M
Citadel Advisors
291
Citadel Advisors
Florida
$5.77M
CFG
292
Cooper Financial Group
California
$5.77M
HI
293
Harbour Investments
Wisconsin
$5.74M
OSAM
294
O'Shaughnessy Asset Management
Connecticut
$5.7M
DWM
295
DecisionMap Wealth Management
Virginia
$5.7M
VA
296
VestGen Advisors
Illinois
$5.62M
BBA
297
Braun-Bostich & Associates
Pennsylvania
$5.59M
SGWM
298
Sterling Group Wealth Management
California
$5.57M
HFW
299
Horizon Family Wealth
Illinois
$5.45M
BAM
300
Belpointe Asset Management
Nevada
$5.44M