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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
CWM
351
Cornerstone Wealth Management
Missouri
$3.51M
Comerica Bank
352
Comerica Bank
Texas
$3.45M
SW
353
SVB Wealth
Massachusetts
$3.41M
FCH
354
Freestone Capital Holdings
Washington
$3.4M
AIS
355
American Investment Services
Massachusetts
$3.36M
PFS
356
Prospera Financial Services
Texas
$3.32M
BMWS
357
Brady Martz Wealth Solutions
North Dakota
$3.27M
MWC
358
MBM Wealth Consultants
Missouri
$3.23M
BPA
359
Beacon Pointe Advisors
California
$3.22M
KFGK
360
Keystone Financial Group (Kentucky)
Kentucky
$3.21M
TFA
361
Tranquilli Financial Advisor
New Jersey
$3.19M
SFG
362
Shum Financial Group
California
$3.12M
AI
363
Atria Investments
North Carolina
$3.08M
PA
364
Prism Advisors
California
$3.06M
SA
365
Sovran Advisors
California
$3.06M
MCC
366
Money Concepts Capital
Florida
$3.05M
VPP
367
Vertex Planning Partners
Illinois
$3.04M
PA
368
PSI Advisors
Florida
$3.03M
OWA
369
Opal Wealth Advisors
New York
$3.02M
RMAM
370
Raab & Moskowitz Asset Management
New Jersey
$3.02M
SPIA
371
Steward Partners Investment Advisory
New York
$3.01M
GFPC
372
Global Financial Private Client
Florida
$2.97M
SW
373
Simplicity Wealth
New Jersey
$2.96M
CIM
374
Corda Investment Management
Texas
$2.95M
WWA
375
WCG Wealth Advisors
Nevada
$2.94M