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State Street SPDR Portfolio S&P 500 Value ETF

1,048 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, 443 increasing their positions, 344 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,048
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
SWGC
1076
Summit Wealth Group (Colorado)
Colorado
CAMV
1077
Concord Asset Management (Virginia)
Virginia
SFB
1078
STAR Financial Bank
Indiana
VFG
1079
Victory Financial Group
Texas
ZI
1080
ZEGA Investments
Florida
VNA
1081
Valley National Advisers
Pennsylvania
WCFA
1082
Walkner Condon Financial Advisors
Wisconsin
BIG
1083
Brookwood Investment Group
Arizona
NI
1084
Natural Investments
California
BCMLT
1085
Beacon Capital Management LLC (Tennessee)
Tennessee
T
1086
Transce3nd
Texas
MPWT
1087
MassMutual Private Wealth & Trust
Connecticut
WTFG
1088
Wood Tarver Financial Group
Idaho
GC
1089
Garde Capital
Washington
TSMHT
1090
Thurston Springer Miller Herd & Titak
Indiana
OW
1091
Olistico Wealth
Oklahoma
AP
1092
Atwood & Palmer
Missouri
NCM
1093
Northwest Capital Management
Oregon
PSFG
1094
Park Square Financial Group
Georgia
BIG
1095
Brooklyn Investment Group
New York
MS
1096
Marshall & Sullivan
Washington
CW
1097
Curio Wealth
Maryland
AF
1098
Alerus Financial
North Dakota
CWP
1099
Clark Wealth Partners
Illinois