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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
IAA
426
Independent Advisor Alliance
North Carolina
$2.28M
FA
427
FF Advisors
California
$2.28M
TCWM
428
Total Clarity Wealth Management
Illinois
$2.27M
WAN
429
Wealth Advisors Northwest
Oregon
$2.25M
CAAM
430
Cornerstone Advisors Asset Management
Pennsylvania
$2.23M
CPL
431
CAP Partners LLC
Tennessee
$2.23M
LDB
432
Lee, Danner & Bass
Tennessee
$2.22M
USCWA
433
U.S. Capital Wealth Advisors
Texas
$2.22M
JWM
434
Jacksonville Wealth Management
Florida
$2.21M
AF
435
Advisornet Financial
Minnesota
$2.21M
RCAG
436
Rehmann Capital Advisory Group
Michigan
$2.2M
OBWG
437
Onyx Bridge Wealth Group
New York
$2.19M
MNA
438
Manning & Napier Advisors
New York
$2.18M
MPIA
439
Milestones Private Investment Advisors
New York
$2.13M
IA
440
IFP Advisors
Florida
$2.13M
CAS
441
Coppell Advisory Solutions
Texas
$2.13M
SAM
442
Smartleaf Asset Management
Massachusetts
$2.12M
MAS
443
MPWM Advisory Solutions
Georgia
$2.11M
SWM
444
Seaside Wealth Management
California
$2.09M
FFA
445
Florida Financial Advisors
Florida
$2.09M
AWA
446
Arkadios Wealth Advisors
Georgia
$2.05M
BA
447
Bristlecone Advisors
Washington
$2.04M
ACA
448
Affinity Capital Advisors
California
$2.02M
Janus Henderson Group
449
Janus Henderson Group
United Kingdom
$1.99M
GAM
450
Gotham Asset Management
New York
$1.98M