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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
CAGAS
251
Capital Advisory Group Advisory Services
Minnesota
$8.12M
UFA
252
Uptown Financial Advisors
Texas
$8.1M
SIM
253
Synergy Investment Management
Florida
$8.04M
DWM
254
Denver Wealth Management
Colorado
$7.87M
WI
255
WrapManager Inc
California
$7.86M
PWM
256
Partnership Wealth Management
Maryland
$7.72M
B
257
Bensler
Washington
$7.7M
MWA
258
Motive Wealth Advisors
Michigan
$7.63M
SSW
259
Stone Summit Wealth
Florida
$7.57M
SWA
260
Stratos Wealth Advisors
Ohio
$7.54M
CWA
261
Centennial Wealth Advisory
Michigan
$7.5M
CWMS
262
Cannon Wealth Management Services
North Carolina
$7.43M
AFA
263
AA Financial Advisors
Ohio
$7.39M
IP
264
Ignite Planners
California
$7.32M
AQR Capital Management
265
AQR Capital Management
Connecticut
$7.27M
GCA
266
Greenwood Capital Associates
South Carolina
$7.25M
AWA
267
Arete Wealth Advisors
Illinois
$7.25M
SFG
268
Snider Financial Group
Washington
$7.15M
RCWM
269
Red Crane Wealth Management
California
$7.13M
Nomura Asset Management
270
Nomura Asset Management
Japan
$6.99M
MA
271
Mutual Advisors
Nebraska
$6.87M
MWM
272
Modera Wealth Management
New Jersey
$6.86M
SCP
273
Stevens Capital Partners
Nebraska
$6.84M
HPC
274
HM Payson & Co
Maine
$6.75M
FPAS
275
Focus Partners Advisor Solutions
Missouri
$6.74M