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State Street SPDR Portfolio S&P 500 Value ETF

1,042 hedge funds and large institutions have $24.9B invested in State Street SPDR Portfolio S&P 500 Value ETF in 2025 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 439 increasing their positions, 343 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,042
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
142
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
VAG
526
VisionPoint Advisory Group
Texas
$1.19M
CIAS
527
Capital Investment Advisory Services
North Carolina
$1.19M
RWA
528
Redhawk Wealth Advisors
Minnesota
$1.19M
KF
529
Krilogy Financial
Missouri
$1.18M
TW
530
Towerpoint Wealth
California
$1.18M
TFA
531
Tobias Financial Advisors
Florida
$1.18M
SPC
532
Sigma Planning Corp
Michigan
$1.17M
CBA
533
Coastal Bridge Advisors
Connecticut
$1.17M
OIA
534
OneDigital Investment Advisors
Kansas
$1.16M
TWP
535
Tempus Wealth Planning
California
$1.16M
ACM
536
Advisors Capital Management
New Jersey
$1.16M
SPWM
537
Schrum Private Wealth Management
Florida
$1.15M
GF
538
GGM Financials
Ohio
$1.15M
RFP
539
Root Financial Partners
California
$1.14M
CA
540
Centerpoint Advisors
Massachusetts
$1.14M
SP
541
Sequent Planning
Nebraska
$1.12M
FFG
542
Frisch Financial Group
New York
$1.11M
GT
543
Greenleaf Trust
Michigan
$1.06M
OMC
544
Old Mission Capital
Illinois
$1.04M
CTFG
545
Capstone Triton Financial Group
Oklahoma
$1.03M
Bank of Montreal
546
Bank of Montreal
Ontario, Canada
$1.03M
ATC
547
Argent Trust Co
Tennessee
$1.03M
SCM
548
Spring Capital Management
Texas
$1.02M
Tudor Investment Corp
549
Tudor Investment Corp
Connecticut
$1.01M
WWM
550
WJ Wealth Management
Arizona
$1M