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State Street SPDR Portfolio S&P 500 Value ETF

1,046 hedge funds and large institutions have $25B 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, 441 increasing their positions, 344 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,046
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
143
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
GFPC
376
Global Financial Private Client
Florida
$2.97M
SW
377
Simplicity Wealth
New Jersey
$2.96M
CIM
378
Corda Investment Management
Texas
$2.95M
WWA
379
WCG Wealth Advisors
Nevada
$2.94M
SRA
380
Secured Retirement Advisors
Minnesota
$2.93M
FDCDDQ
381
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.93M
FF
382
Friday Financial
Iowa
$2.91M
CSS
383
Cubist Systematic Strategies
Connecticut
$2.91M
KCP
384
Kera Capital Partners
California
$2.9M
KAM
385
Kensington Asset Management
Texas
$2.87M
Citigroup
386
Citigroup
New York
$2.83M
CWM
387
Cordatus Wealth Management
Pennsylvania
$2.83M
YWM
388
Yukon Wealth Management
Kansas
$2.82M
AWP
389
Axis Wealth Partners
Rhode Island
$2.81M
VW
390
Vance Wealth
California
$2.81M
FA
391
Fountainhead AM
New Jersey
$2.81M
TWP
392
Tower Wealth Partners
Pennsylvania
$2.81M
FA
393
Faithward Advisors
Pennsylvania
$2.8M
BCG
394
Breakwater Capital Group
New Jersey
$2.8M
DFG
395
Demars Financial Group
Washington
$2.79M
WFS
396
WealthGarden F.S.
California
$2.71M
JSL
397
JT Stratford LLC
Georgia
$2.69M
EWM
398
Empirical Wealth Management
Washington
$2.67M
NG
399
Norden Group
Utah
$2.66M
1SB
400
1ST Source Bank
Indiana
$2.66M