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State Street SPDR Portfolio S&P 500 Value ETF

1,154 hedge funds and large institutions have $27.2B invested in State Street SPDR Portfolio S&P 500 Value ETF in 2025 Q4 according to their latest regulatory filings, with 178 funds opening new positions, 500 increasing their positions, 313 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,154
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
167
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.36M
Puts
$642K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IPW
301
Intergy Private Wealth
Colorado
$6.26M
Bank of New York Mellon
302
Bank of New York Mellon
New York
$6.23M
CAM
303
Cozad Asset Management
Illinois
$6.22M
FIA
304
Foundations Investment Advisors
Arizona
$6.2M
VCM
305
Vision Capital Management
Oregon
$6.18M
OAM
306
Occidental Asset Management
California
$6.14M
HI
307
Harbour Investments
Wisconsin
$6.05M
IWP
308
IAG Wealth Partners
Wisconsin
$5.94M
Nomura Asset Management
309
Nomura Asset Management
Japan
$5.94M
TA
310
TrueWealth Advisors
Alabama
$5.92M
CWM
311
Curtis Wealth Management
Nevada
$5.88M
OSAM
312
O'Shaughnessy Asset Management
Connecticut
$5.86M
SWP
313
SIMA Wealth Partners
Virginia
$5.75M
RFS
314
Retirement Financial Solutions
Tennessee
$5.71M
SGWM
315
Sterling Group Wealth Management
California
$5.68M
TF
316
TME Financial
California
$5.6M
BAM
317
Belpointe Asset Management
Nevada
$5.59M
FCA
318
Fortis Capital Advisors
Kansas
$5.59M
Koshinski Asset Management
319
Koshinski Asset Management
Illinois
$5.59M
S
320
SharpePoint
Arizona
$5.55M
PFG
321
Pacific Financial Group
Washington
$5.55M
BFG
322
Broussard Financial Group
Louisiana
$5.46M
AAS
323
Asset Allocation Strategies
Michigan
$5.44M
HFW
324
Horizon Family Wealth
Illinois
$5.44M
PWA
325
Phoenix Wealth Advisors
North Carolina
$5.38M