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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
BAG
501
Bridgewealth Advisory Group
California
$1.45M
FEG
502
Fund Evaluation Group
Ohio
$1.44M
HFA
503
Hutchinson Financial Advisors
Virginia
$1.43M
MA
504
MKT Advisors
California
$1.4M
TCA
505
Transcend Capital Advisors
New Jersey
$1.39M
CAMG
506
CWA Asset Management Group
Florida
$1.39M
RW
507
REDW Wealth
New Mexico
$1.37M
CFS
508
Commonwealth Financial Services
West Virginia
$1.36M
CFB
509
Cullen/Frost Bankers
Texas
$1.36M
MGIA
510
Moneta Group Investment Advisors
Missouri
$1.35M
MCM
511
MAI Capital Management
Ohio
$1.35M
HWA
512
Heritage Wealth Architects
Minnesota
$1.32M
AO
513
Advisor OS
Illinois
$1.32M
DPI
514
Diversified Portfolios Inc
Michigan
$1.29M
RSF
515
Rik Saylor Financial
Ohio
$1.28M
ASN
516
Advisory Services Network
Georgia
$1.28M
M
517
MATAURO
New York
$1.27M
EI
518
Ellevest Inc
New York
$1.25M
WPC
519
White Pine Capital
Minnesota
$1.24M
CA
520
Calton & Associates
Florida
$1.24M
OAS
521
Optivise Advisory Services
Tennessee
$1.24M
William Blair & Company
522
William Blair & Company
Illinois
$1.23M
PI
523
PFG Investments
New York
$1.22M
SAI
524
Savvy Advisors Inc
New York
$1.22M
FDW
525
Fourth Dimension Wealth
Ohio
$1.21M