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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
CAMG
501
CWA Asset Management Group
Florida
$1.39M
RW
502
REDW Wealth
New Mexico
$1.37M
CFS
503
Commonwealth Financial Services
West Virginia
$1.36M
CFB
504
Cullen/Frost Bankers
Texas
$1.36M
MGIA
505
Moneta Group Investment Advisors
Missouri
$1.35M
MCM
506
MAI Capital Management
Ohio
$1.35M
HWA
507
Heritage Wealth Architects
Minnesota
$1.32M
AO
508
Advisor OS
Illinois
$1.32M
DPI
509
Diversified Portfolios Inc
Michigan
$1.29M
RSF
510
Rik Saylor Financial
Ohio
$1.28M
ASN
511
Advisory Services Network
Georgia
$1.28M
M
512
MATAURO
New York
$1.27M
EI
513
Ellevest Inc
New York
$1.25M
WPC
514
White Pine Capital
Minnesota
$1.24M
CA
515
Calton & Associates
Florida
$1.24M
OAS
516
Optivise Advisory Services
Tennessee
$1.24M
William Blair & Company
517
William Blair & Company
Illinois
$1.23M
PI
518
PFG Investments
New York
$1.22M
SAI
519
Savvy Advisors Inc
New York
$1.22M
FDW
520
Fourth Dimension Wealth
Ohio
$1.21M
HWM
521
Howard Wealth Management
Connecticut
$1.2M
VAG
522
VisionPoint Advisory Group
Texas
$1.19M
CIAS
523
Capital Investment Advisory Services
North Carolina
$1.19M
RWA
524
Redhawk Wealth Advisors
Minnesota
$1.19M
KF
525
Krilogy Financial
Missouri
$1.18M