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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
DWM
576
Drive Wealth Management
Utah
$822K
LTL
577
Lowery Thomas LLC
California
$821K
CFS
578
Coordinated Financial Services
Colorado
$821K
AC
579
AWM Capital
Arizona
$817K
RF
580
RHS Financial
California
$816K
LF
581
Lantz Financial
Illinois
$814K
KWA
582
Kingswood Wealth Advisors
California
$812K
CCWM
583
Cassaday & Co Wealth Management
Virginia
$809K
JIC
584
Johnson Investment Counsel
Ohio
$809K
AC
585
AIFG Consultants
New York
$808K
RDFA
586
Ritter Daniher Financial Advisory
Ohio
$806K
Pathstone Holdings
587
Pathstone Holdings
New Jersey
$801K
FWM
588
ForthRight Wealth Management
Georgia
$785K
TWP
589
Triad Wealth Partners
Kansas
$781K
SAG
590
SageView Advisory Group
California
$777K
ACM
591
Advance Capital Management
Michigan
$771K
SFS
592
Sowell Financial Services
Arkansas
$766K
BWM
593
BCGM Wealth Management
Indiana
$761K
CT
594
Caldwell Trust
Florida
$758K
AZ
595
Alpha Zero
Florida
$753K
LIA
596
LBMC Investment Advisors
Tennessee
$749K
FFA
597
Frazier Financial Advisors
Ohio
$748K
HCC
598
Hirtle Callaghan & Co
Pennsylvania
$747K
FNBOO
599
First National Bank of Omaha
Nebraska
$745K
KCM
600
KM Capital Management
Texas
$743K