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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
MWM
626
MGB Wealth Management
Texas
$647K
NW
627
NewEdge Wealth
Pennsylvania
$645K
RIA
628
Realta Investment Advisors
Delaware
$640K
First Trust Advisors
629
First Trust Advisors
Illinois
$639K
MG
630
Mather Group
Illinois
$638K
FGA
631
Fortis Group Advisors
New Jersey
$636K
MAM
632
MMA Asset Management
Pennsylvania
$635K
IFPL
633
Investments & Financial Planning LLC
Kentucky
$631K
VPWA
634
Vestia Personal Wealth Advisors
Indiana
$625K
SCA
635
Snowden Capital Advisors
New York
$625K
AW
636
Alteri Wealth
California
$622K
LWM
637
Liberty Wealth Management
California
$622K
HAS
638
HBW Advisory Services
California
$620K
Brown Advisory
639
Brown Advisory
Maryland
$619K
SC
640
Syon Capital
California
$615K
JCM
641
Jacobi Capital Management
Pennsylvania
$615K
CRI
642
Colonial River Investments
Virginia
$614K
WAG
643
Wallace Advisory Group
California
$607K
DE
644
Diversified Enterprises
Delaware
$604K
PWM
645
PMG Wealth Management
Illinois
$600K
AWM
646
Aviso Wealth Management
Washington
$596K
MMA
647
Miracle Mile Advisors
California
$596K
CA
648
Continuum Advisory
Idaho
$596K
CIC
649
Carnegie Investment Counsel
Ohio
$594K
BAMG
650
Brand Asset Management Group
Missouri
$590K