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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
GFG
851
Grantvest Financial Group
New Jersey
$239K
KFS
852
Kaizen Financial Strategies
California
$236K
BRWA
853
B. Riley Wealth Advisors
Florida
$236K
HCMG
854
Howard Capital Management Group
California
$236K
SLC
855
Second Line Capital
Louisiana
$235K
DCM
856
Donaldson Capital Management
Indiana
$232K
FWM
857
Forza Wealth Management
Florida
$230K
M1FG
858
Mach-1 Financial Group
Arkansas
$230K
IAS
859
Integrity Advisory Solutions
Texas
$230K
NA
860
Note Advisors
New York
$229K
WA
861
Wealth Alliance
New York
$229K
IWB
862
Innovative Wealth Building
Maryland
$229K
TH
863
TCTC Holdings
Texas
$228K
WI
864
Westbourne Investments
Virginia
$228K
PFA
865
Providence Financial Advisors
Kansas
$228K
BCA
866
Bay Colony Advisors
Massachusetts
$226K
VC
867
Veracity Capital
Georgia
$226K
HFS
868
Hopwood Financial Services
Virginia
$222K
CFP
869
Cascade Financial Partners
California
$221K
DCM
870
Delta Capital Management
New Jersey
$221K
EIA
871
Eldridge Investment Advisors
New Hampshire
$216K
AC
872
Asio Capital
Kentucky
$216K
TCA
873
Trifecta Capital Advisors
Illinois
$216K
WAS
874
Winch Advisory Services
Wisconsin
$214K
MCIA
875
Mountain Capital Investment Advisors
Colorado
$214K