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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
NECFA
201
New England Capital Financial Advisors
Connecticut
$11.6M
GFG
202
Goldstone Financial Group
Illinois
$11.4M
GWAM
203
Guardian Wealth Advisors (Minnesota)
Minnesota
$11.4M
MFG
204
Merit Financial Group
Georgia
$11.3M
CIA
205
Concurrent Investment Advisors
Florida
$11.3M
PWG
206
Portside Wealth Group
Utah
$11.2M
GG
207
GenWealth Group
New Jersey
$11.1M
RA
208
RFG Advisory
Alabama
$11.1M
PIS
209
POM Investment Strategies
North Carolina
$11M
CIBC Private Wealth Group
210
CIBC Private Wealth Group
Georgia
$10.9M
GWM
211
Gibbs Wealth Management
Georgia
$10.9M
PC
212
Promus Capital
Illinois
$10.9M
AWM
213
Axxcess Wealth Management
California
$10.6M
CWM
214
Collaborative Wealth Management
Florida
$10.6M
PWG
215
Private Wealth Group
Florida
$10.5M
SAM
216
Smithbridge Asset Management
Pennsylvania
$10.3M
OHIS
217
Oak Harvest Investment Services
Texas
$10.3M
PC
218
Pecaut & Co
Iowa
$10.2M
TC
219
TownSquare Capital
Utah
$10.2M
SC
220
Savant Capital
Illinois
$10.1M
CAM
221
Cresset Asset Management
Illinois
$10M
AssetMark Inc
222
AssetMark Inc
California
$9.92M
BWM
223
BCS Wealth Management
Tennessee
$9.78M
FFA
224
Farther Finance Advisors
California
$9.75M
HHGC
225
Hunting Hill Global Capital
New York
$9.66M