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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
DC
801
Davenport & Co
Virginia
$296K
SEIA
802
Signature Estate & Investment Advisors
California
$292K
EFG
803
Everhart Financial Group
Ohio
$292K
Russell Investments Group
804
Russell Investments Group
United Kingdom
$289K
PWA
805
Provenance Wealth Advisors
Florida
$288K
S
806
SignatureFD
Georgia
$287K
JFG
807
JMG Financial Group
Illinois
$287K
EW
808
Evoke Wealth
California
$287K
EFG
809
Erickson Financial Group
Pennsylvania
$287K
WWP
810
Wise Wealth Partners
Arizona
$286K
SWM
811
Silverlake Wealth Management
Vermont
$285K
CB
812
Chris Bulman
California
$284K
TFS
813
Thoroughbred Financial Services
Tennessee
$284K
AWM
814
Ariadne Wealth Management
California
$283K
BFF
815
Byrne Financial Freedom
Massachusetts
$282K
LFA
816
Legacy Financial Advisors
Kentucky
$281K
FG
817
Fiduciary Group
Georgia
$281K
DSA
818
Droms Strauss Advisors
Missouri
$278K
RTC
819
Real Talk Capital
Tennessee
$278K
RWM
820
Rockwood Wealth Management
Pennsylvania
$276K
SWM
821
SFG Wealth Management
Maryland
$274K
CWM
822
Chicago Wealth Management
Illinois
$274K
CA
823
Cambridge Advisors
Nebraska
$274K
FMN
824
Financial Management Network
California
$274K
IG
825
IFS Group
Pennsylvania
$273K