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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
MFG
201
Merit Financial Group
Georgia
$11.3M
CIA
202
Concurrent Investment Advisors
Florida
$11.3M
PWG
203
Portside Wealth Group
Utah
$11.2M
GG
204
GenWealth Group
New Jersey
$11.1M
RA
205
RFG Advisory
Alabama
$11.1M
PIS
206
POM Investment Strategies
North Carolina
$11M
CIBC Private Wealth Group
207
CIBC Private Wealth Group
Georgia
$10.9M
GWM
208
Gibbs Wealth Management
Georgia
$10.9M
PC
209
Promus Capital
Illinois
$10.9M
AWM
210
Axxcess Wealth Management
California
$10.6M
CWM
211
Collaborative Wealth Management
Florida
$10.6M
PWG
212
Private Wealth Group
Florida
$10.5M
SAM
213
Smithbridge Asset Management
Pennsylvania
$10.3M
OHIS
214
Oak Harvest Investment Services
Texas
$10.3M
PC
215
Pecaut & Co
Iowa
$10.2M
TC
216
TownSquare Capital
Utah
$10.2M
SC
217
Savant Capital
Illinois
$10.1M
CAM
218
Cresset Asset Management
Illinois
$10M
AssetMark Inc
219
AssetMark Inc
California
$9.92M
BWM
220
BCS Wealth Management
Tennessee
$9.78M
FFA
221
Farther Finance Advisors
California
$9.75M
HHGC
222
Hunting Hill Global Capital
New York
$9.66M
WAP
223
Wealthcare Advisory Partners
Pennsylvania
$9.64M
M&T Bank
224
M&T Bank
New York
$9.63M
SWA
225
SOA Wealth Advisors
New York
$9.58M