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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
IWM
51
IHT Wealth Management
Illinois
$77M
FFS
52
Founders Financial Securities
Maryland
$72.2M
Wellington Management Group
53
Wellington Management Group
Massachusetts
$68.9M
FLPIM
54
F.L. Putnam Investment Management
Massachusetts
$66.9M
KA
55
Klingman & Associates
New York
$66.1M
FHA
56
Flagship Harbor Advisors
Massachusetts
$64.8M
ETC
57
Exchange Traded Concepts
Oklahoma
$62.6M
NB
58
Nicolet Bankshares
Wisconsin
$58.6M
Fidelity Investments
59
Fidelity Investments
Massachusetts
$57.9M
CA
60
CoreCap Advisors
Michigan
$57.3M
IWC
61
Integrated Wealth Concepts
Massachusetts
$57.3M
DWM
62
Diversify Wealth Management
Utah
$57.2M
SFC
63
Strategic Financial Concepts
Texas
$55.4M
CFG
64
Compton Financial Group
Maryland
$55.3M
MML Investors Services
65
MML Investors Services
Massachusetts
$54.4M
Corient Private Wealth
66
Corient Private Wealth
Florida
$54.3M
FWI
67
Facet Wealth Inc
Maryland
$53.4M
Cambridge Investment Research Advisors
68
Cambridge Investment Research Advisors
Iowa
$52.8M
WH
69
Whitcomb & Hess
Ohio
$50.1M
CA
70
CGN Advisors
Kansas
$48.7M
NA
71
Nottingham Advisors
New York
$45.8M
CFD
72
Creative Financial Designs
Indiana
$45.7M
MWM
73
Modern Wealth Management
Kansas
$45M
PIA
74
Perennial Investment Advisors
California
$44.3M
AF
75
Arrow Financial
New York
$43.4M