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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
CP
626
Castleview Partners
Texas
$653K
BFG
627
Beacon Financial Group
Texas
$653K
BTWM
628
Brass Tax Wealth Management
Ohio
$651K
CL
629
Choreo LLC
Illinois
$649K
MWM
630
MGB Wealth Management
Texas
$647K
NW
631
NewEdge Wealth
Pennsylvania
$645K
RIA
632
Realta Investment Advisors
Delaware
$640K
First Trust Advisors
633
First Trust Advisors
Illinois
$639K
MG
634
Mather Group
Illinois
$638K
FGA
635
Fortis Group Advisors
New Jersey
$636K
MAM
636
MMA Asset Management
Pennsylvania
$635K
IFPL
637
Investments & Financial Planning LLC
Kentucky
$631K
VPWA
638
Vestia Personal Wealth Advisors
Indiana
$625K
SCA
639
Snowden Capital Advisors
New York
$625K
AW
640
Alteri Wealth
California
$622K
LWM
641
Liberty Wealth Management
California
$622K
HAS
642
HBW Advisory Services
California
$620K
Brown Advisory
643
Brown Advisory
Maryland
$619K
SC
644
Syon Capital
California
$615K
JCM
645
Jacobi Capital Management
Pennsylvania
$615K
CRI
646
Colonial River Investments
Virginia
$614K
WAG
647
Wallace Advisory Group
California
$607K
DE
648
Diversified Enterprises
Delaware
$604K
PWM
649
PMG Wealth Management
Illinois
$600K
AWM
650
Aviso Wealth Management
Washington
$596K