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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
GWM
101
Geneos Wealth Management
Colorado
$31.4M
Northern Trust
102
Northern Trust
Illinois
$31.3M
NA
103
NewEdge Advisors
Louisiana
$31.2M
APP
104
Avantax Planning Partners
Iowa
$31.2M
FTS
105
Fifth Third Securities
Ohio
$31.1M
AWA
106
Alta Wealth Advisors
Massachusetts
$31M
ACA
107
Ackerman Capital Advisors
Texas
$30.8M
GVAG
108
Great Valley Advisor Group
Delaware
$30.7M
LFPWM
109
Leicht Financial Planning & Wealth Management
New Jersey
$30.6M
IWA
110
Inspirion Wealth Advisors
Illinois
$30.1M
SFP
111
Shepherd Financial Partners
Massachusetts
$29.8M
CWA
112
Choice Wealth Advisors
Maine
$29.7M
PWPS
113
Pinnacle Wealth Planning Services
Ohio
$29.6M
MWPCG
114
Measured Wealth Private Client Group
New Hampshire
$29.3M
BOPW
115
Brandywine Oak Private Wealth
Pennsylvania
$28.9M
SFM
116
Signet Financial Management
New Jersey
$28M
BW
117
BIP Wealth
Georgia
$27.6M
RA
118
Rodgers & Associates
Pennsylvania
$27.3M
EWA
119
ERTS Wealth Advisors
Michigan
$26.9M
RA
120
Riversedge Advisors
Delaware
$26.7M
MOS
121
MGO One Seven
Ohio
$26.6M
HG
122
Harbor Group
New Hampshire
$26.4M
Envestnet Portfolio Solutions
123
Envestnet Portfolio Solutions
Illinois
$26.2M
MSRI
124
Michael S. Ryan Inc
New York
$25.5M
DAS
125
Diversify Advisory Services
Utah
$25.3M