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State Street SPDR Portfolio S&P 500 Value ETF

1,046 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, 441 increasing their positions, 344 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,046
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
HA
201
Hofer & Associates
California
$11.6M
NECFA
202
New England Capital Financial Advisors
Connecticut
$11.6M
GFG
203
Goldstone Financial Group
Illinois
$11.4M
GWAM
204
Guardian Wealth Advisors (Minnesota)
Minnesota
$11.4M
MFG
205
Merit Financial Group
Georgia
$11.3M
CIA
206
Concurrent Investment Advisors
Florida
$11.3M
PWG
207
Portside Wealth Group
Utah
$11.2M
GG
208
GenWealth Group
New Jersey
$11.1M
RA
209
RFG Advisory
Alabama
$11.1M
PIS
210
POM Investment Strategies
North Carolina
$11M
CIBC Private Wealth Group
211
CIBC Private Wealth Group
Georgia
$10.9M
GWM
212
Gibbs Wealth Management
Georgia
$10.9M
PC
213
Promus Capital
Illinois
$10.9M
AWM
214
Axxcess Wealth Management
California
$10.6M
CWM
215
Collaborative Wealth Management
Florida
$10.6M
PWG
216
Private Wealth Group
Florida
$10.5M
SAM
217
Smithbridge Asset Management
Pennsylvania
$10.3M
OHIS
218
Oak Harvest Investment Services
Texas
$10.3M
PC
219
Pecaut & Co
Iowa
$10.2M
TC
220
TownSquare Capital
Utah
$10.2M
SC
221
Savant Capital
Illinois
$10.1M
CAM
222
Cresset Asset Management
Illinois
$10M
AssetMark Inc
223
AssetMark Inc
California
$9.92M
BWM
224
BCS Wealth Management
Tennessee
$9.78M
FFA
225
Farther Finance Advisors
California
$9.75M