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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
AWM
176
Atticus Wealth Management
Florida
$14.5M
KWM
177
Kingsview Wealth Management
Oregon
$14.4M
Rockefeller Capital Management
178
Rockefeller Capital Management
New York
$14.4M
SF
179
Symphony Financial
Texas
$14.2M
PA
180
Probity Advisors
Texas
$14.2M
DWM
181
Dogwood Wealth Management
Kansas
$14.1M
MWM
182
Meridian Wealth Management
Kentucky
$14.1M
VBFP
183
Valtinson Bruner Financial Planning
Minnesota
$13.8M
MFA
184
Millington Financial Advisors
Illinois
$13.6M
SI
185
Stephens Inc
Arkansas
$13.5M
CSP
186
Cary Street Partners
Virginia
$13.4M
KAS
187
Kestra Advisory Services
Texas
$13.4M
Legacy Financial Group (Iowa)
188
Legacy Financial Group (Iowa)
Iowa
$13.2M
HPC
189
Hobart Private Capital
North Carolina
$13M
DI
190
Diligent Investors
California
$12.8M
ORG
191
Optimist Retirement Group
Washington
$12.8M
NC
192
NewSquare Capital
Pennsylvania
$12.7M
GIA
193
GHP Investment Advisors
Colorado
$12.6M
FC
194
Financial Council
Maryland
$12.5M
LFG
195
Larson Financial Group
Missouri
$12.4M
Lido Advisors
196
Lido Advisors
California
$12.3M
RWM
197
Reston Wealth Management
Virginia
$12.2M
MPM
198
Meritage Portfolio Management
Kansas
$12M
CF
199
Collier Financial
Colorado
$11.8M
HA
200
Hofer & Associates
California
$11.6M