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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
EFG
801
Everhart Financial Group
Ohio
$292K
Russell Investments Group
802
Russell Investments Group
United Kingdom
$289K
PWA
803
Provenance Wealth Advisors
Florida
$288K
S
804
SignatureFD
Georgia
$287K
JFG
805
JMG Financial Group
Illinois
$287K
EW
806
Evoke Wealth
California
$287K
EFG
807
Erickson Financial Group
Pennsylvania
$287K
WWP
808
Wise Wealth Partners
Arizona
$286K
SWM
809
Silverlake Wealth Management
Vermont
$285K
CB
810
Chris Bulman
California
$284K
TFS
811
Thoroughbred Financial Services
Tennessee
$284K
AWM
812
Ariadne Wealth Management
California
$283K
BFF
813
Byrne Financial Freedom
Massachusetts
$282K
LFA
814
Legacy Financial Advisors
Kentucky
$281K
FG
815
Fiduciary Group
Georgia
$281K
DSA
816
Droms Strauss Advisors
Missouri
$278K
RTC
817
Real Talk Capital
Tennessee
$278K
RWM
818
Rockwood Wealth Management
Pennsylvania
$276K
SWM
819
SFG Wealth Management
Maryland
$274K
CWM
820
Chicago Wealth Management
Illinois
$274K
CA
821
Cambridge Advisors
Nebraska
$274K
FMN
822
Financial Management Network
California
$274K
IG
823
IFS Group
Pennsylvania
$273K
LWL
824
Leo Wealth LLC
Texas
$271K
NPF
825
Norris Perne & French
Michigan
$269K