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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
UAG
351
United Advisor Group
Ohio
$4.45M
EWA
352
EP Wealth Advisors
California
$4.43M
P
353
Palladiem
Pennsylvania
$4.42M
PTC
354
Private Trust Company
Ohio
$4.38M
FCH
355
Freestone Capital Holdings
Washington
$4.38M
WWA
356
WCG Wealth Advisors
Nevada
$4.34M
PWM
357
Penobscot Wealth Management
Maine
$4.28M
CAPTRUST Financial Advisors
358
CAPTRUST Financial Advisors
North Carolina
$4.27M
ASN
359
Advisory Services Network
Georgia
$4.26M
BF
360
Benchmark Financial
Delaware
$4.24M
BCI
361
Brinker Capital Investments
Pennsylvania
$4.23M
AMM
362
American Money Management
California
$4.22M
IA
363
Integrity Alliance
Iowa
$4.19M
TDWM
364
Topel & Distasi Wealth Management
California
$4.05M
CSPIA
365
Cary Street Partners Investment Advisory
Virginia
$4.05M
TP
366
TritonPoint Partners
Maryland
$4.04M
RTL
367
Red Tortoise LLC
Georgia
$4.01M
CWM
368
Copia Wealth Management
Oregon
$4.01M
WCM
369
WealthTrak Capital Management
Virginia
$3.98M
PIFP
370
Partners in Financial Planning
Virginia
$3.97M
CAL
371
Capital Analysts LLC
Pennsylvania
$3.97M
MCM
372
MidAtlantic Capital Management
Virginia
$3.89M
VWA
373
Visionary Wealth Advisors
Illinois
$3.83M
FIM
374
Freedom Investment Management
Connecticut
$3.81M
CWM
375
Cornerstone Wealth Management
Missouri
$3.67M