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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
HWM
526
Howard Wealth Management
Connecticut
$1.2M
VAG
527
VisionPoint Advisory Group
Texas
$1.19M
CIAS
528
Capital Investment Advisory Services
North Carolina
$1.19M
RWA
529
Redhawk Wealth Advisors
Minnesota
$1.19M
KF
530
Krilogy Financial
Missouri
$1.18M
TW
531
Towerpoint Wealth
California
$1.18M
TFA
532
Tobias Financial Advisors
Florida
$1.18M
SPC
533
Sigma Planning Corp
Michigan
$1.17M
CBA
534
Coastal Bridge Advisors
Connecticut
$1.17M
OIA
535
OneDigital Investment Advisors
Kansas
$1.16M
TWP
536
Tempus Wealth Planning
California
$1.16M
ACM
537
Advisors Capital Management
New Jersey
$1.16M
SPWM
538
Schrum Private Wealth Management
Florida
$1.15M
GF
539
GGM Financials
Ohio
$1.15M
RFP
540
Root Financial Partners
California
$1.14M
CA
541
Centerpoint Advisors
Massachusetts
$1.14M
SP
542
Sequent Planning
Nebraska
$1.12M
FFG
543
Frisch Financial Group
New York
$1.11M
GT
544
Greenleaf Trust
Michigan
$1.06M
OMC
545
Old Mission Capital
Illinois
$1.04M
CTFG
546
Capstone Triton Financial Group
Oklahoma
$1.03M
Bank of Montreal
547
Bank of Montreal
Ontario, Canada
$1.03M
ATC
548
Argent Trust Co
Tennessee
$1.03M
SCM
549
Spring Capital Management
Texas
$1.02M
Tudor Investment Corp
550
Tudor Investment Corp
Connecticut
$1.01M