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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
FCA
301
Fortis Capital Advisors
Kansas
$5.44M
JFA
302
JNBA Financial Advisors
Minnesota
$5.43M
AMG
303
Asset Management Group
Connecticut
$5.21M
PWA
304
Phoenix Wealth Advisors
North Carolina
$5.19M
S
305
SharpePoint
Arizona
$5.18M
JWCA
306
J.W. Cole Advisors
Florida
$5.16M
UCFA
307
United Capital Financial Advisors
Texas
$5.13M
CI
308
Ceera Investments
Texas
$5.11M
TW
309
TritonPoint Wealth
Maryland
$5.05M
SP
310
Stonebrook Private
Michigan
$5.04M
AAS
311
Asset Allocation Strategies
Michigan
$5.02M
SL
312
Salomon & Ludwin
Virginia
$4.96M
PA
313
PFG Advisors
Arizona
$4.88M
CWA
314
Clarus Wealth Advisors
Arizona
$4.79M
P
315
&Partners
Tennessee
$4.77M
PFG
316
Pacific Financial Group
Washington
$4.72M
RBWA
317
RFG - Bristol Wealth Advisors
Massachusetts
$4.71M
CFG
318
Citizens Financial Group
Rhode Island
$4.68M
MW
319
Members Wealth
Pennsylvania
$4.66M
GSWM
320
Golden State Wealth Management
California
$4.62M
IA
321
Inspire Advisors
Idaho
$4.61M
WC
322
Waterloo Capital
Texas
$4.53M
SHJ
323
Sharkey, Howes & Javer
Colorado
$4.42M
BCI
324
Brinker Capital Investments
Pennsylvania
$4.36M
PIFP
325
Partners in Financial Planning
Virginia
$4.32M