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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
FIM
351
Freedom Investment Management
Connecticut
$3.57M
BC
352
Burney Company
Virginia
$3.56M
KFP
353
Keener Financial Planning
Texas
$3.51M
CWM
354
Cornerstone Wealth Management
Missouri
$3.51M
Comerica Bank
355
Comerica Bank
Texas
$3.45M
SW
356
SVB Wealth
Massachusetts
$3.41M
FCH
357
Freestone Capital Holdings
Washington
$3.4M
AIS
358
American Investment Services
Massachusetts
$3.36M
PFS
359
Prospera Financial Services
Texas
$3.32M
BMWS
360
Brady Martz Wealth Solutions
North Dakota
$3.27M
MWC
361
MBM Wealth Consultants
Missouri
$3.23M
BPA
362
Beacon Pointe Advisors
California
$3.22M
KFGK
363
Keystone Financial Group (Kentucky)
Kentucky
$3.21M
TFA
364
Tranquilli Financial Advisor
New Jersey
$3.19M
SFG
365
Shum Financial Group
California
$3.12M
AI
366
Atria Investments
North Carolina
$3.08M
PA
367
Prism Advisors
California
$3.06M
SA
368
Sovran Advisors
California
$3.06M
MCC
369
Money Concepts Capital
Florida
$3.05M
VPP
370
Vertex Planning Partners
Illinois
$3.04M
PA
371
PSI Advisors
Florida
$3.03M
OWA
372
Opal Wealth Advisors
New York
$3.02M
RMAM
373
Raab & Moskowitz Asset Management
New Jersey
$3.02M
SPIA
374
Steward Partners Investment Advisory
New York
$3.01M
GFPC
375
Global Financial Private Client
Florida
$2.97M