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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
IC
401
Innealta Capital
Texas
$2.48M
SIM
402
Stratos Investment Management
Ohio
$2.45M
WFP
403
Wrenne Financial Planning
Kentucky
$2.44M
GK
404
Graney & King
New York
$2.43M
CGFA
405
Colton Groome Financial Advisors
North Carolina
$2.41M
AA
406
ArborFi Advisors
Michigan
$2.41M
ITB
407
Idaho Trust Bank
Idaho
$2.4M
RIS
408
Retirement Income Solutions
Michigan
$2.4M
SA
409
Sunesis Advisors
Kansas
$2.39M
FIC
410
FCG Investment Company
Tennessee
$2.39M
CAC
411
Certified Advisory Corp
Florida
$2.37M
FWMP
412
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$2.37M
MPCL
413
My Personal CFO LLC
Washington
$2.37M
SF
414
Slagle Financial
Illinois
$2.36M
WANY
415
Wealthspire Advisors (New York)
New York
$2.36M
RWM
416
Ritholtz Wealth Management
New York
$2.35M
WCM
417
WealthTrak Capital Management
Virginia
$2.35M
OCM
418
One Capital Management
California
$2.33M
WFA
419
Wells Financial Advisors
Massachusetts
$2.32M
AWAU
420
Alliance Wealth Advisors (Utah)
Utah
$2.31M
FFA
421
Founders Financial Alliance
North Carolina
$2.3M
IAA
422
Independent Advisor Alliance
North Carolina
$2.28M
FA
423
FF Advisors
California
$2.28M
TCWM
424
Total Clarity Wealth Management
Illinois
$2.27M
WAN
425
Wealth Advisors Northwest
Oregon
$2.25M