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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
WAP
226
Wealthcare Advisory Partners
Pennsylvania
$9.64M
M&T Bank
227
M&T Bank
New York
$9.63M
SWA
228
SOA Wealth Advisors
New York
$9.58M
Focus Partners Wealth
229
Focus Partners Wealth
Massachusetts
$9.53M
WFPG
230
Waller Financial Planning Group
Ohio
$9.42M
AI
231
Auour Investments
Massachusetts
$9.38M
CAM
232
Cobblestone Asset Management
Virginia
$9.34M
FGAM
233
Financial Gravity Asset Management
Texas
$9.19M
PAS
234
Park Avenue Securities
New York
$9.15M
GB
235
Gunma Bank
Japan
$9.03M
CSWG
236
Cardinal Strategic Wealth Guidance
Kentucky
$8.83M
LWP
237
Laurel Wealth Planning
Minnesota
$8.79M
FNWM
238
Financial Network Wealth Management
Utah
$8.75M
FF
239
Foronjy Financial
California
$8.68M
HSBC Holdings
240
HSBC Holdings
United Kingdom
$8.67M
QC
241
Quent Capital
New York
$8.6M
TF
242
TME Financial
California
$8.6M
LA
243
Lynch & Associates
Indiana
$8.57M
KFI
244
Key Financial Inc
Pennsylvania
$8.44M
1WM
245
1900 Wealth Management
Texas
$8.4M
JWS
246
Juncture Wealth Strategies
Arizona
$8.39M
PFG
247
PAX Financial Group
Texas
$8.26M
AFTS
248
American Financial & Tax Strategies
New York
$8.19M
IWN
249
Independent Wealth Network
Iowa
$8.16M
CAGAS
250
Capital Advisory Group Advisory Services
Minnesota
$8.12M