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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
IJWM
326
Inman Jager Wealth Management
Mississippi
$4.3M
CW
327
CreativeOne Wealth
Kansas
$4.22M
FMTCOCP
328
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$4.21M
UAG
329
United Advisor Group
Ohio
$4.16M
PWM
330
Penobscot Wealth Management
Maine
$4.11M
CWM
331
Copia Wealth Management
Oregon
$4.1M
PTC
332
Private Trust Company
Ohio
$4.07M
AMM
333
American Money Management
California
$4.04M
CAPTRUST Financial Advisors
334
CAPTRUST Financial Advisors
North Carolina
$4.03M
CAL
335
Capital Analysts LLC
Pennsylvania
$3.98M
AAS
336
Ameritas Advisory Services
Nebraska
$3.96M
MAMG
337
Milestone Asset Management Group
Connecticut
$3.95M
TDWM
338
Topel & Distasi Wealth Management
California
$3.94M
RTL
339
Red Tortoise LLC
Georgia
$3.89M
IA
340
Integrity Alliance
Iowa
$3.85M
MCM
341
MidAtlantic Capital Management
Virginia
$3.79M
CSPIA
342
Cary Street Partners Investment Advisory
Virginia
$3.76M
VWA
343
Visionary Wealth Advisors
Illinois
$3.73M
US Bancorp
344
US Bancorp
Minnesota
$3.72M
GEA
345
Glen Eagle Advisors
New Jersey
$3.67M
Natixis Advisors
346
Natixis Advisors
Massachusetts
$3.66M
NCMW
347
Northern Capital Management (Washington)
Washington
$3.61M
PCIA
348
Prime Capital Investment Advisors
Kansas
$3.59M
JFG
349
JDM Financial Group
Texas
$3.58M
PWM
350
Perigon Wealth Management
California
$3.57M