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State Street SPDR Portfolio S&P 500 Value ETF

1,046 hedge funds and large institutions have $25B invested in State Street SPDR Portfolio S&P 500 Value ETF in 2025 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 441 increasing their positions, 344 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,046
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
143
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
BAM
301
Belpointe Asset Management
Nevada
$5.44M
FCA
302
Fortis Capital Advisors
Kansas
$5.44M
JFA
303
JNBA Financial Advisors
Minnesota
$5.43M
AMG
304
Asset Management Group
Connecticut
$5.21M
PWA
305
Phoenix Wealth Advisors
North Carolina
$5.19M
S
306
SharpePoint
Arizona
$5.18M
JWCA
307
J.W. Cole Advisors
Florida
$5.16M
UCFA
308
United Capital Financial Advisors
Texas
$5.13M
CI
309
Ceera Investments
Texas
$5.11M
TW
310
TritonPoint Wealth
Maryland
$5.05M
SP
311
Stonebrook Private
Michigan
$5.04M
AAS
312
Asset Allocation Strategies
Michigan
$5.02M
SL
313
Salomon & Ludwin
Virginia
$4.96M
PA
314
PFG Advisors
Arizona
$4.88M
CWA
315
Clarus Wealth Advisors
Arizona
$4.79M
P
316
&Partners
Tennessee
$4.77M
PFG
317
Pacific Financial Group
Washington
$4.72M
RBWA
318
RFG - Bristol Wealth Advisors
Massachusetts
$4.71M
CFG
319
Citizens Financial Group
Rhode Island
$4.68M
MW
320
Members Wealth
Pennsylvania
$4.66M
GSWM
321
Golden State Wealth Management
California
$4.62M
IA
322
Inspire Advisors
Idaho
$4.61M
WC
323
Waterloo Capital
Texas
$4.53M
SHJ
324
Sharkey, Howes & Javer
Colorado
$4.42M
BCI
325
Brinker Capital Investments
Pennsylvania
$4.36M