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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
Northern Trust
101
Northern Trust
Illinois
$31.3M
NA
102
NewEdge Advisors
Louisiana
$31.2M
APP
103
Avantax Planning Partners
Iowa
$31.2M
FTS
104
Fifth Third Securities
Ohio
$31.1M
AWA
105
Alta Wealth Advisors
Massachusetts
$31M
ACA
106
Ackerman Capital Advisors
Texas
$30.8M
GVAG
107
Great Valley Advisor Group
Delaware
$30.7M
LFPWM
108
Leicht Financial Planning & Wealth Management
New Jersey
$30.6M
IWA
109
Inspirion Wealth Advisors
Illinois
$30.1M
SFP
110
Shepherd Financial Partners
Massachusetts
$29.8M
CWA
111
Choice Wealth Advisors
Maine
$29.7M
PWPS
112
Pinnacle Wealth Planning Services
Ohio
$29.6M
MWPCG
113
Measured Wealth Private Client Group
New Hampshire
$29.3M
BOPW
114
Brandywine Oak Private Wealth
Pennsylvania
$28.9M
SFM
115
Signet Financial Management
New Jersey
$28M
BW
116
BIP Wealth
Georgia
$27.6M
RA
117
Rodgers & Associates
Pennsylvania
$27.3M
EWA
118
ERTS Wealth Advisors
Michigan
$26.9M
RA
119
Riversedge Advisors
Delaware
$26.7M
MOS
120
MGO One Seven
Ohio
$26.6M
HG
121
Harbor Group
New Hampshire
$26.4M
Envestnet Portfolio Solutions
122
Envestnet Portfolio Solutions
Illinois
$26.2M
MSRI
123
Michael S. Ryan Inc
New York
$25.5M
DAS
124
Diversify Advisory Services
Utah
$25.3M
SW
125
SkyOak Wealth
Michigan
$25.1M