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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
RIS
626
Richmond Investment Services
Wisconsin
$660K
CP
627
Castleview Partners
Texas
$653K
BFG
628
Beacon Financial Group
Texas
$653K
BTWM
629
Brass Tax Wealth Management
Ohio
$651K
CL
630
Choreo LLC
Illinois
$649K
MWM
631
MGB Wealth Management
Texas
$647K
NW
632
NewEdge Wealth
Pennsylvania
$645K
RIA
633
Realta Investment Advisors
Delaware
$640K
First Trust Advisors
634
First Trust Advisors
Illinois
$639K
MG
635
Mather Group
Illinois
$638K
FGA
636
Fortis Group Advisors
New Jersey
$636K
MAM
637
MMA Asset Management
Pennsylvania
$635K
IFPL
638
Investments & Financial Planning LLC
Kentucky
$631K
VPWA
639
Vestia Personal Wealth Advisors
Indiana
$625K
SCA
640
Snowden Capital Advisors
New York
$625K
AW
641
Alteri Wealth
California
$622K
LWM
642
Liberty Wealth Management
California
$622K
HAS
643
HBW Advisory Services
California
$620K
Brown Advisory
644
Brown Advisory
Maryland
$619K
SC
645
Syon Capital
California
$615K
JCM
646
Jacobi Capital Management
Pennsylvania
$615K
CRI
647
Colonial River Investments
Virginia
$614K
WAG
648
Wallace Advisory Group
California
$607K
DE
649
Diversified Enterprises
Delaware
$604K
PWM
650
PMG Wealth Management
Illinois
$600K