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State Street SPDR Portfolio S&P 500 Value ETF

1,034 hedge funds and large institutions have $23.8B 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, 437 increasing their positions, 339 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,034
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
141
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
UAG
326
United Advisor Group
Ohio
$4.16M
PWM
327
Penobscot Wealth Management
Maine
$4.11M
CWM
328
Copia Wealth Management
Oregon
$4.1M
PTC
329
Private Trust Company
Ohio
$4.07M
AMM
330
American Money Management
California
$4.04M
CAPTRUST Financial Advisors
331
CAPTRUST Financial Advisors
North Carolina
$4.03M
CAL
332
Capital Analysts LLC
Pennsylvania
$3.98M
AAS
333
Ameritas Advisory Services
Nebraska
$3.96M
MAMG
334
Milestone Asset Management Group
Connecticut
$3.95M
TDWM
335
Topel & Distasi Wealth Management
California
$3.94M
RTL
336
Red Tortoise LLC
Georgia
$3.89M
IA
337
Integrity Alliance
Iowa
$3.85M
MCM
338
MidAtlantic Capital Management
Virginia
$3.79M
CSPIA
339
Cary Street Partners Investment Advisory
Virginia
$3.76M
VWA
340
Visionary Wealth Advisors
Illinois
$3.73M
US Bancorp
341
US Bancorp
Minnesota
$3.72M
GEA
342
Glen Eagle Advisors
New Jersey
$3.67M
Natixis Advisors
343
Natixis Advisors
Massachusetts
$3.66M
NCMW
344
Northern Capital Management (Washington)
Washington
$3.61M
PCIA
345
Prime Capital Investment Advisors
Kansas
$3.59M
JFG
346
JDM Financial Group
Texas
$3.58M
PWM
347
Perigon Wealth Management
California
$3.57M
FIM
348
Freedom Investment Management
Connecticut
$3.57M
BC
349
Burney Company
Virginia
$3.56M
KFP
350
Keener Financial Planning
Texas
$3.51M