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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
SCM
726
SCS Capital Management
Massachusetts
$395K
KWM
727
Keebeck Wealth Management
Illinois
$394K
ISB
728
Iowa State Bank
Iowa
$393K
RPCONE
729
Retirement Planning Company of New England
Rhode Island
$391K
FWP
730
Firethorn Wealth Partners
Georgia
$391K
MWM
731
McMill Wealth Management
Nebraska
$390K
NL
732
NWAM LLC
Washington
$390K
MAG
733
Mayfair Advisory Group
Alabama
$388K
GAM
734
Grandview Asset Management
Pennsylvania
$386K
SL
735
Sentinus LLC
Illinois
$386K
Franklin Resources
736
Franklin Resources
California
$385K
WAM
737
WNY Asset Management
New York
$384K
MSF
738
Mustard Seed Financial
Arkansas
$383K
CG
739
Caprock Group
Idaho
$379K
CPWA
740
Cerro Pacific Wealth Advisors
California
$379K
VRM
741
Vectors Research Management
New York
$376K
ES
742
ETF Store
Kansas
$375K
GFG
743
Greystone Financial Group
Michigan
$375K
GWMR
744
GC Wealth Management RIA
Massachusetts
$374K
BI
745
Ballast Inc
Kentucky
$371K
SFS
746
Stiles Financial Services
Minnesota
$369K
KeyBank National Association
747
KeyBank National Association
Ohio
$365K
KCFA
748
Key Client Fiduciary Advisors
New Jersey
$360K
VF
749
Vawter Financial
Ohio
$359K
AFG
750
Atomi Financial Group
New York
$358K