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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
PIFP
326
Partners in Financial Planning
Virginia
$4.32M
IJWM
327
Inman Jager Wealth Management
Mississippi
$4.3M
CW
328
CreativeOne Wealth
Kansas
$4.22M
FMTCOCP
329
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$4.21M
UAG
330
United Advisor Group
Ohio
$4.16M
PWM
331
Penobscot Wealth Management
Maine
$4.11M
CWM
332
Copia Wealth Management
Oregon
$4.1M
PTC
333
Private Trust Company
Ohio
$4.07M
AMM
334
American Money Management
California
$4.04M
CAPTRUST Financial Advisors
335
CAPTRUST Financial Advisors
North Carolina
$4.03M
CAL
336
Capital Analysts LLC
Pennsylvania
$3.98M
AAS
337
Ameritas Advisory Services
Nebraska
$3.96M
MAMG
338
Milestone Asset Management Group
Connecticut
$3.95M
TDWM
339
Topel & Distasi Wealth Management
California
$3.94M
RTL
340
Red Tortoise LLC
Georgia
$3.89M
IA
341
Integrity Alliance
Iowa
$3.85M
MCM
342
MidAtlantic Capital Management
Virginia
$3.79M
CSPIA
343
Cary Street Partners Investment Advisory
Virginia
$3.76M
VWA
344
Visionary Wealth Advisors
Illinois
$3.73M
US Bancorp
345
US Bancorp
Minnesota
$3.72M
GEA
346
Glen Eagle Advisors
New Jersey
$3.67M
Natixis Advisors
347
Natixis Advisors
Massachusetts
$3.66M
NCMW
348
Northern Capital Management (Washington)
Washington
$3.61M
PCIA
349
Prime Capital Investment Advisors
Kansas
$3.59M
JFG
350
JDM Financial Group
Texas
$3.58M