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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
LIA
601
LBMC Investment Advisors
Tennessee
$749K
FFA
602
Frazier Financial Advisors
Ohio
$748K
HCC
603
Hirtle Callaghan & Co
Pennsylvania
$747K
FNBOO
604
First National Bank of Omaha
Nebraska
$745K
KCM
605
KM Capital Management
Texas
$743K
MSWM
606
McGlone Suttner Wealth Management
Wisconsin
$741K
F4L
607
Fortune 45 LLC
Louisiana
$730K
GAG
608
GM Advisory Group
New York
$725K
WAM
609
Wallington Asset Management
Indiana
$725K
EFG
610
Embree Financial Group
Illinois
$722K
PFGIA
611
Patriot Financial Group Insurance Agency
Massachusetts
$718K
SWA
612
Serenus Wealth Advisors
California
$718K
GJIA
613
Glass Jacobson Investment Advisors
Maryland
$713K
FNBT
614
FineMark National Bank & Trust
Florida
$700K
SAW
615
Signal Advisors Wealth
Michigan
$700K
WSWA
616
Warren Street Wealth Advisors
California
$699K
MP
617
McDonald Partners
Ohio
$692K
HAG
618
HF Advisory Group
Maryland
$691K
4A
619
4Wealth Advisors
Illinois
$689K
EAM
620
Empirical Asset Management
Massachusetts
$689K
GC
621
Grimes & Company
Massachusetts
$685K
PGFC
622
Peapack-Gladstone Financial Corp
New Jersey
$670K
CPRC
623
Consolidated Portfolio Review Corp
New York
$666K
6F
624
626 Financial
Michigan
$665K
CFG
625
Copley Financial Group
California
$663K