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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
TPF
851
Tribridge Partners Financial
Maryland
$244K
Fisher Asset Management
852
Fisher Asset Management
Washington
$243K
VR
853
Valued Retirements
Texas
$242K
PW
854
PUREfi Wealth
Massachusetts
$241K
JWA
855
JFS Wealth Advisors
Pennsylvania
$241K
LA
856
LexAurum Advisors
Kansas
$239K
PFM
857
Phillips Financial Management
Indiana
$239K
GFG
858
Grantvest Financial Group
New Jersey
$239K
KFS
859
Kaizen Financial Strategies
California
$236K
BRWA
860
B. Riley Wealth Advisors
Florida
$236K
HCMG
861
Howard Capital Management Group
California
$236K
SLC
862
Second Line Capital
Louisiana
$235K
DCM
863
Donaldson Capital Management
Indiana
$232K
FWM
864
Forza Wealth Management
Florida
$230K
M1FG
865
Mach-1 Financial Group
Arkansas
$230K
IAS
866
Integrity Advisory Solutions
Texas
$230K
NA
867
Note Advisors
New York
$229K
WA
868
Wealth Alliance
New York
$229K
IWB
869
Innovative Wealth Building
Maryland
$229K
TH
870
TCTC Holdings
Texas
$228K
WI
871
Westbourne Investments
Virginia
$228K
PFA
872
Providence Financial Advisors
Kansas
$228K
BCA
873
Bay Colony Advisors
Massachusetts
$226K
VC
874
Veracity Capital
Georgia
$226K
HFS
875
Hopwood Financial Services
Virginia
$222K