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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
TW
526
Towerpoint Wealth
California
$1.18M
TFA
527
Tobias Financial Advisors
Florida
$1.18M
SPC
528
Sigma Planning Corp
Michigan
$1.17M
CBA
529
Coastal Bridge Advisors
Connecticut
$1.17M
OIA
530
OneDigital Investment Advisors
Kansas
$1.16M
TWP
531
Tempus Wealth Planning
California
$1.16M
ACM
532
Advisors Capital Management
New Jersey
$1.16M
SPWM
533
Schrum Private Wealth Management
Florida
$1.15M
GF
534
GGM Financials
Ohio
$1.15M
RFP
535
Root Financial Partners
California
$1.14M
CA
536
Centerpoint Advisors
Massachusetts
$1.14M
SP
537
Sequent Planning
Nebraska
$1.12M
FFG
538
Frisch Financial Group
New York
$1.11M
GT
539
Greenleaf Trust
Michigan
$1.06M
OMC
540
Old Mission Capital
Illinois
$1.04M
CTFG
541
Capstone Triton Financial Group
Oklahoma
$1.03M
Bank of Montreal
542
Bank of Montreal
Ontario, Canada
$1.03M
ATC
543
Argent Trust Co
Tennessee
$1.03M
SCM
544
Spring Capital Management
Texas
$1.02M
Tudor Investment Corp
545
Tudor Investment Corp
Connecticut
$1.01M
WWM
546
WJ Wealth Management
Arizona
$1M
RFC
547
Regions Financial Corp
Alabama
$1M
WPW
548
Waldron Private Wealth
Pennsylvania
$992K
OCBCO
549
Oversea-Chinese Banking Corp (OCBC)
Singapore
$982K
RT
550
Rockland Trust
Massachusetts
$981K