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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
BTWM
576
Baker Tilly Wealth Management
Wisconsin
$848K
MAWCM
577
Mine & Arao Wealth Creation & Management
California
$845K
LWA
578
Lantern Wealth Advisors
New York
$834K
EWA
579
Emergent Wealth Advisors
New York
$829K
WA
580
Wealthstream Advisors
New York
$826K
DWM
581
Drive Wealth Management
Utah
$822K
LTL
582
Lowery Thomas LLC
California
$821K
CFS
583
Coordinated Financial Services
Colorado
$821K
AC
584
AWM Capital
Arizona
$817K
RF
585
RHS Financial
California
$816K
LF
586
Lantz Financial
Illinois
$814K
KWA
587
Kingswood Wealth Advisors
California
$812K
CCWM
588
Cassaday & Co Wealth Management
Virginia
$809K
JIC
589
Johnson Investment Counsel
Ohio
$809K
AC
590
AIFG Consultants
New York
$808K
RDFA
591
Ritter Daniher Financial Advisory
Ohio
$806K
Pathstone Holdings
592
Pathstone Holdings
New Jersey
$801K
FWM
593
ForthRight Wealth Management
Georgia
$785K
TWP
594
Triad Wealth Partners
Kansas
$781K
SAG
595
SageView Advisory Group
California
$777K
ACM
596
Advance Capital Management
Michigan
$771K
SFS
597
Sowell Financial Services
Arkansas
$766K
BWM
598
BCGM Wealth Management
Indiana
$761K
CT
599
Caldwell Trust
Florida
$758K
AZ
600
Alpha Zero
Florida
$753K