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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
RFC
551
Regions Financial Corp
Alabama
$1M
WPW
552
Waldron Private Wealth
Pennsylvania
$992K
OCBCO
553
Oversea-Chinese Banking Corp (OCBC)
Singapore
$982K
RT
554
Rockland Trust
Massachusetts
$981K
IAN
555
Integrated Advisors Network
Texas
$980K
SWMG
556
Sanchez Wealth Management Group
Florida
$974K
TI
557
Tidal Investments
Wisconsin
$971K
CB
558
Community Bank
New York
$949K
FFWA
559
Forthright Family Wealth Advisory
Texas
$949K
WP
560
WealthPLAN Partners
Nebraska
$942K
LSA
561
Lansing Street Advisors
Pennsylvania
$937K
MAG
562
M3 Advisory Group
Massachusetts
$932K
MIAS
563
Mason Investment Advisory Services
Virginia
$918K
BF
564
BOK Financial
Oklahoma
$917K
BMWM
565
Brown Miller Wealth Management
Virginia
$910K
RWM
566
RKL Wealth Management
Pennsylvania
$896K
HC
567
Headland Capital
South Carolina
$885K
LBC
568
Lowe Brockenbrough & Co
Virginia
$878K
ICMP
569
Integrated Capital Management (Pennsylvania)
Pennsylvania
$878K
BWMG
570
Barnes Wealth Management Group
California
$874K
IF
571
Ironwood Financial
Arizona
$863K
SWA
572
SFMG Wealth Advisors
Texas
$856K
SAM
573
Sequent Asset Management
Texas
$853K
PS
574
Principal Securities
Iowa
$849K
BTWM
575
Baker Tilly Wealth Management
Wisconsin
$848K