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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
EW
801
Evoke Wealth
California
$287K
EFG
802
Erickson Financial Group
Pennsylvania
$287K
WWP
803
Wise Wealth Partners
Arizona
$286K
SWM
804
Silverlake Wealth Management
Vermont
$285K
CB
805
Chris Bulman
California
$284K
TFS
806
Thoroughbred Financial Services
Tennessee
$284K
AWM
807
Ariadne Wealth Management
California
$283K
BFF
808
Byrne Financial Freedom
Massachusetts
$282K
LFA
809
Legacy Financial Advisors
Kentucky
$281K
FG
810
Fiduciary Group
Georgia
$281K
DSA
811
Droms Strauss Advisors
Missouri
$278K
RTC
812
Real Talk Capital
Tennessee
$278K
RWM
813
Rockwood Wealth Management
Pennsylvania
$276K
SWM
814
SFG Wealth Management
Maryland
$274K
CWM
815
Chicago Wealth Management
Illinois
$274K
CA
816
Cambridge Advisors
Nebraska
$274K
FMN
817
Financial Management Network
California
$274K
IG
818
IFS Group
Pennsylvania
$273K
LWL
819
Leo Wealth LLC
Texas
$271K
NPF
820
Norris Perne & French
Michigan
$269K
FCBT
821
First Citizens Bank & Trust
North Carolina
$268K
HC
822
Hurley Capital
New York
$267K
MWM
823
Marion Wealth Management
Pennsylvania
$266K
OC
824
Oppenheimer & Co
New York
$266K
NFG
825
Nations Financial Group
Iowa
$266K