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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
PWM
351
Perigon Wealth Management
California
$3.57M
FIM
352
Freedom Investment Management
Connecticut
$3.57M
BC
353
Burney Company
Virginia
$3.56M
KFP
354
Keener Financial Planning
Texas
$3.51M
CWM
355
Cornerstone Wealth Management
Missouri
$3.51M
Comerica Bank
356
Comerica Bank
Texas
$3.45M
SW
357
SVB Wealth
Massachusetts
$3.41M
FCH
358
Freestone Capital Holdings
Washington
$3.4M
AIS
359
American Investment Services
Massachusetts
$3.36M
PFS
360
Prospera Financial Services
Texas
$3.32M
BMWS
361
Brady Martz Wealth Solutions
North Dakota
$3.27M
MWC
362
MBM Wealth Consultants
Missouri
$3.23M
BPA
363
Beacon Pointe Advisors
California
$3.22M
KFGK
364
Keystone Financial Group (Kentucky)
Kentucky
$3.21M
TFA
365
Tranquilli Financial Advisor
New Jersey
$3.19M
SFG
366
Shum Financial Group
California
$3.12M
AI
367
Atria Investments
North Carolina
$3.08M
PA
368
Prism Advisors
California
$3.06M
SA
369
Sovran Advisors
California
$3.06M
MCC
370
Money Concepts Capital
Florida
$3.05M
VPP
371
Vertex Planning Partners
Illinois
$3.04M
PA
372
PSI Advisors
Florida
$3.03M
OWA
373
Opal Wealth Advisors
New York
$3.02M
RMAM
374
Raab & Moskowitz Asset Management
New Jersey
$3.02M
SPIA
375
Steward Partners Investment Advisory
New York
$3.01M