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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
RWM
401
Riverchase Wealth Management
Texas
$2.63M
SFA
402
Sequoia Financial Advisors
Ohio
$2.61M
Ensign Peak Advisors
403
Ensign Peak Advisors
Utah
$2.56M
CPIG
404
Chicago Partners Investment Group
Illinois
$2.5M
IC
405
Innealta Capital
Texas
$2.48M
SIM
406
Stratos Investment Management
Ohio
$2.45M
WFP
407
Wrenne Financial Planning
Kentucky
$2.44M
GK
408
Graney & King
New York
$2.43M
CGFA
409
Colton Groome Financial Advisors
North Carolina
$2.41M
AA
410
ArborFi Advisors
Michigan
$2.41M
ITB
411
Idaho Trust Bank
Idaho
$2.4M
RIS
412
Retirement Income Solutions
Michigan
$2.4M
SA
413
Sunesis Advisors
Kansas
$2.39M
FIC
414
FCG Investment Company
Tennessee
$2.39M
CAC
415
Certified Advisory Corp
Florida
$2.37M
FWMP
416
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$2.37M
MPCL
417
My Personal CFO LLC
Washington
$2.37M
SF
418
Slagle Financial
Illinois
$2.36M
WANY
419
Wealthspire Advisors (New York)
New York
$2.36M
RWM
420
Ritholtz Wealth Management
New York
$2.35M
WCM
421
WealthTrak Capital Management
Virginia
$2.35M
OCM
422
One Capital Management
California
$2.33M
WFA
423
Wells Financial Advisors
Massachusetts
$2.32M
AWAU
424
Alliance Wealth Advisors (Utah)
Utah
$2.31M
FFA
425
Founders Financial Alliance
North Carolina
$2.3M