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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
SFA
401
Sequoia Financial Advisors
Ohio
$2.61M
Ensign Peak Advisors
402
Ensign Peak Advisors
Utah
$2.56M
CPIG
403
Chicago Partners Investment Group
Illinois
$2.5M
IC
404
Innealta Capital
Texas
$2.48M
SIM
405
Stratos Investment Management
Ohio
$2.45M
WFP
406
Wrenne Financial Planning
Kentucky
$2.44M
GK
407
Graney & King
New York
$2.43M
CGFA
408
Colton Groome Financial Advisors
North Carolina
$2.41M
AA
409
ArborFi Advisors
Michigan
$2.41M
ITB
410
Idaho Trust Bank
Idaho
$2.4M
RIS
411
Retirement Income Solutions
Michigan
$2.4M
SA
412
Sunesis Advisors
Kansas
$2.39M
FIC
413
FCG Investment Company
Tennessee
$2.39M
CAC
414
Certified Advisory Corp
Florida
$2.37M
FWMP
415
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$2.37M
MPCL
416
My Personal CFO LLC
Washington
$2.37M
SF
417
Slagle Financial
Illinois
$2.36M
WANY
418
Wealthspire Advisors (New York)
New York
$2.36M
RWM
419
Ritholtz Wealth Management
New York
$2.35M
WCM
420
WealthTrak Capital Management
Virginia
$2.35M
OCM
421
One Capital Management
California
$2.33M
WFA
422
Wells Financial Advisors
Massachusetts
$2.32M
AWAU
423
Alliance Wealth Advisors (Utah)
Utah
$2.31M
FFA
424
Founders Financial Alliance
North Carolina
$2.3M
IAA
425
Independent Advisor Alliance
North Carolina
$2.28M