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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
UFA
251
Uptown Financial Advisors
Texas
$8.1M
SIM
252
Synergy Investment Management
Florida
$8.04M
DWM
253
Denver Wealth Management
Colorado
$7.87M
WI
254
WrapManager Inc
California
$7.86M
PWM
255
Partnership Wealth Management
Maryland
$7.72M
B
256
Bensler
Washington
$7.7M
MWA
257
Motive Wealth Advisors
Michigan
$7.63M
SSW
258
Stone Summit Wealth
Florida
$7.57M
SWA
259
Stratos Wealth Advisors
Ohio
$7.54M
CWA
260
Centennial Wealth Advisory
Michigan
$7.5M
CWMS
261
Cannon Wealth Management Services
North Carolina
$7.43M
AFA
262
AA Financial Advisors
Ohio
$7.39M
IP
263
Ignite Planners
California
$7.32M
AQR Capital Management
264
AQR Capital Management
Connecticut
$7.27M
GCA
265
Greenwood Capital Associates
South Carolina
$7.25M
AWA
266
Arete Wealth Advisors
Illinois
$7.25M
SFG
267
Snider Financial Group
Washington
$7.15M
RCWM
268
Red Crane Wealth Management
California
$7.13M
Nomura Asset Management
269
Nomura Asset Management
Japan
$6.99M
MA
270
Mutual Advisors
Nebraska
$6.87M
MWM
271
Modera Wealth Management
New Jersey
$6.86M
SCP
272
Stevens Capital Partners
Nebraska
$6.84M
HPC
273
HM Payson & Co
Maine
$6.75M
FPAS
274
Focus Partners Advisor Solutions
Missouri
$6.74M
GWSG
275
GPS Wealth Strategies Group
Colorado
$6.63M