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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
PWA
301
Phoenix Wealth Advisors
North Carolina
$5.19M
S
302
SharpePoint
Arizona
$5.18M
JWCA
303
J.W. Cole Advisors
Florida
$5.16M
UCFA
304
United Capital Financial Advisors
Texas
$5.13M
CI
305
Ceera Investments
Texas
$5.11M
TW
306
TritonPoint Wealth
Maryland
$5.05M
SP
307
Stonebrook Private
Michigan
$5.04M
AAS
308
Asset Allocation Strategies
Michigan
$5.02M
SL
309
Salomon & Ludwin
Virginia
$4.96M
PA
310
PFG Advisors
Arizona
$4.88M
CWA
311
Clarus Wealth Advisors
Arizona
$4.79M
P
312
&Partners
Tennessee
$4.77M
PFG
313
Pacific Financial Group
Washington
$4.72M
RBWA
314
RFG - Bristol Wealth Advisors
Massachusetts
$4.71M
CFG
315
Citizens Financial Group
Rhode Island
$4.68M
MW
316
Members Wealth
Pennsylvania
$4.66M
GSWM
317
Golden State Wealth Management
California
$4.62M
IA
318
Inspire Advisors
Idaho
$4.61M
WC
319
Waterloo Capital
Texas
$4.53M
SHJ
320
Sharkey, Howes & Javer
Colorado
$4.42M
BCI
321
Brinker Capital Investments
Pennsylvania
$4.36M
PIFP
322
Partners in Financial Planning
Virginia
$4.32M
IJWM
323
Inman Jager Wealth Management
Mississippi
$4.3M
CW
324
CreativeOne Wealth
Kansas
$4.22M
FMTCOCP
325
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$4.21M