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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
FFA
601
Frazier Financial Advisors
Ohio
$748K
HCC
602
Hirtle Callaghan & Co
Pennsylvania
$747K
FNBOO
603
First National Bank of Omaha
Nebraska
$745K
KCM
604
KM Capital Management
Texas
$743K
MSWM
605
McGlone Suttner Wealth Management
Wisconsin
$741K
F4L
606
Fortune 45 LLC
Louisiana
$730K
GAG
607
GM Advisory Group
New York
$725K
WAM
608
Wallington Asset Management
Indiana
$725K
EFG
609
Embree Financial Group
Illinois
$722K
PFGIA
610
Patriot Financial Group Insurance Agency
Massachusetts
$718K
SWA
611
Serenus Wealth Advisors
California
$718K
GJIA
612
Glass Jacobson Investment Advisors
Maryland
$713K
FNBT
613
FineMark National Bank & Trust
Florida
$700K
SAW
614
Signal Advisors Wealth
Michigan
$700K
WSWA
615
Warren Street Wealth Advisors
California
$699K
MP
616
McDonald Partners
Ohio
$692K
HAG
617
HF Advisory Group
Maryland
$691K
4A
618
4Wealth Advisors
Illinois
$689K
EAM
619
Empirical Asset Management
Massachusetts
$689K
GC
620
Grimes & Company
Massachusetts
$685K
PGFC
621
Peapack-Gladstone Financial Corp
New Jersey
$670K
CPRC
622
Consolidated Portfolio Review Corp
New York
$666K
6F
623
626 Financial
Michigan
$665K
CFG
624
Copley Financial Group
California
$663K
RIS
625
Richmond Investment Services
Wisconsin
$660K