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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
WI
251
WrapManager Inc
California
$7.86M
PWM
252
Partnership Wealth Management
Maryland
$7.72M
B
253
Bensler
Washington
$7.7M
MWA
254
Motive Wealth Advisors
Michigan
$7.63M
SSW
255
Stone Summit Wealth
Florida
$7.57M
SWA
256
Stratos Wealth Advisors
Ohio
$7.54M
CWA
257
Centennial Wealth Advisory
Michigan
$7.5M
CWMS
258
Cannon Wealth Management Services
North Carolina
$7.43M
AFA
259
AA Financial Advisors
Ohio
$7.39M
IP
260
Ignite Planners
California
$7.32M
AQR Capital Management
261
AQR Capital Management
Connecticut
$7.27M
GCA
262
Greenwood Capital Associates
South Carolina
$7.25M
AWA
263
Arete Wealth Advisors
Illinois
$7.25M
SFG
264
Snider Financial Group
Washington
$7.15M
RCWM
265
Red Crane Wealth Management
California
$7.13M
Nomura Asset Management
266
Nomura Asset Management
Japan
$6.99M
MA
267
Mutual Advisors
Nebraska
$6.87M
MWM
268
Modera Wealth Management
New Jersey
$6.86M
SCP
269
Stevens Capital Partners
Nebraska
$6.84M
HPC
270
HM Payson & Co
Maine
$6.75M
FPAS
271
Focus Partners Advisor Solutions
Missouri
$6.74M
GWSG
272
GPS Wealth Strategies Group
Colorado
$6.63M
TC
273
Trilogy Capital
California
$6.62M
IPW
274
Intergy Private Wealth
Colorado
$6.55M
GWP
275
Gateway Wealth Partners
Wisconsin
$6.47M