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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
GFWA
951
Grey Fox Wealth Advisors
Delaware
$57K
LAMC
952
Longview Asset Management (California)
California
$56.7K
SIC
953
Salem Investment Counselors
North Carolina
$56.3K
QCG
954
Quadrant Capital Group
Ohio
$55.3K
GWSA
955
Global Wealth Strategies & Associates
Colorado
$55.1K
MCM
956
Manchester Capital Management
Vermont
$53.3K
NFSG
957
Newbridge Financial Services Group
Florida
$50.4K
CA
958
Crewe Advisors
Utah
$50K
FLFS
959
Family Legacy Financial Solutions
North Carolina
$49.7K
SC
960
Steph & Co
Wisconsin
$49K
GWM
961
Grand Wealth Management
Michigan
$46.5K
WWM
962
Wagner Wealth Management
South Carolina
$45.2K
TFM
963
TFC Financial Management
Massachusetts
$44.2K
SGK
964
Steigerwald Gordon & Koch
Virginia
$44K
SIS
965
Sound Income Strategies
Florida
$42.6K
FIM
966
FWL Investment Management
Texas
$40.7K
NSIM
967
North Star Investment Management
Illinois
$38.9K
BL
968
Balentine LLC
Georgia
$38.2K
AUB
969
Atlantic Union Bankshares
Virginia
$38K
VWA
970
VSM Wealth Advisory
Maryland
$36.4K
PA
971
Parallel Advisors
California
$35.7K
LWMI
972
Legacy Wealth Management (Idaho)
Idaho
$35.3K
PMFA
973
Plante Moran Financial Advisors
Michigan
$33.5K
PPC
974
Park Place Capital
Alabama
$33K
Barclays
975
Barclays
United Kingdom
$32.1K