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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
WWMP
401
Wagner Wealth Management (Pennsylvania)
Pennsylvania
$3.19M
SA
402
Sovran Advisors
California
$3.17M
PA
403
Prism Advisors
California
$3.14M
VPP
404
Vertex Planning Partners
Illinois
$3.12M
OWA
405
Opal Wealth Advisors
New York
$3.09M
KFGK
406
Keystone Financial Group (Kentucky)
Kentucky
$3.09M
RMAM
407
Raab & Moskowitz Asset Management
New Jersey
$3.09M
GFPC
408
Global Financial Private Client
Florida
$3.05M
HNB
409
Huntington National Bank
Ohio
$3.04M
SPIA
410
Steward Partners Investment Advisory
New York
$3.04M
IAA
411
Independent Advisor Alliance
North Carolina
$3.03M
YWM
412
Yukon Wealth Management
Kansas
$3M
LFAS
413
Level Four Advisory Services
Texas
$2.99M
CWM
414
Cordatus Wealth Management
Pennsylvania
$2.96M
Natixis Advisors
415
Natixis Advisors
Massachusetts
$2.96M
BMWS
416
Brady Martz Wealth Solutions
North Dakota
$2.95M
AWP
417
Axis Wealth Partners
Rhode Island
$2.95M
SW
418
SVB Wealth
Massachusetts
$2.87M
EA
419
Eclectic Associates
California
$2.87M
FF
420
Francis Financial
$2.85M
DFG
421
Demars Financial Group
Washington
$2.84M
AI
422
Atria Investments
North Carolina
$2.84M
BCG
423
Breakwater Capital Group
New Jersey
$2.82M
VW
424
Vance Wealth
California
$2.79M
SRA
425
Secured Retirement Advisors
Minnesota
$2.75M