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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
MAWCM
576
Mine & Arao Wealth Creation & Management
California
$845K
LWA
577
Lantern Wealth Advisors
New York
$834K
EWA
578
Emergent Wealth Advisors
New York
$829K
WA
579
Wealthstream Advisors
New York
$826K
DWM
580
Drive Wealth Management
Utah
$822K
LTL
581
Lowery Thomas LLC
California
$821K
CFS
582
Coordinated Financial Services
Colorado
$821K
AC
583
AWM Capital
Arizona
$817K
RF
584
RHS Financial
California
$816K
LF
585
Lantz Financial
Illinois
$814K
KWA
586
Kingswood Wealth Advisors
California
$812K
CCWM
587
Cassaday & Co Wealth Management
Virginia
$809K
JIC
588
Johnson Investment Counsel
Ohio
$809K
AC
589
AIFG Consultants
New York
$808K
RDFA
590
Ritter Daniher Financial Advisory
Ohio
$806K
Pathstone Holdings
591
Pathstone Holdings
New Jersey
$801K
FWM
592
ForthRight Wealth Management
Georgia
$785K
TWP
593
Triad Wealth Partners
Kansas
$781K
SAG
594
SageView Advisory Group
California
$777K
ACM
595
Advance Capital Management
Michigan
$771K
SFS
596
Sowell Financial Services
Arkansas
$766K
BWM
597
BCGM Wealth Management
Indiana
$761K
CT
598
Caldwell Trust
Florida
$758K
AZ
599
Alpha Zero
Florida
$753K
LIA
600
LBMC Investment Advisors
Tennessee
$749K