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State Street SPDR Portfolio S&P 500 Value ETF

1,034 hedge funds and large institutions have $23.8B 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, 437 increasing their positions, 339 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,034
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
141
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
KIA
676
Kraematon Investment Advisors
Massachusetts
$476K
CS
677
Crescent Sterling
Louisiana
$475K
BWL
678
Bogart Wealth LLC
Virginia
$473K
OC
679
Oarsman Capital
Wisconsin
$472K
BA
680
Bluesphere Advisors
Pennsylvania
$468K
TNBTD
681
Trustmark National Bank Trust Department
Mississippi
$468K
BBPWM
682
Blue Bell Private Wealth Management
Pennsylvania
$462K
AIA
683
Acute Investment Advisory
Arizona
$461K
PFA
684
Portland Financial Advisors
New York
$459K
CFS
685
Compass Financial Services
Iowa
$457K
SMA
686
Sage Mountain Advisors
Georgia
$456K
AAS
687
Annex Advisory Services
Wisconsin
$456K
TFG
688
Tilson Financial Group
New Jersey
$455K
CL
689
COWA LLC
Oklahoma
$454K
DFG
690
Dynamic Financial Group
Iowa
$453K
BFS
691
BridgePort Financial Solutions
Iowa
$451K
GSIAS
692
Garden State Investment Advisory Services
New Jersey
$448K
FFBTD
693
First Financial Bank - Trust Division
Ohio
$446K
BFA
694
Bill Few Associates
Pennsylvania
$445K
GWM
695
GDS Wealth Management
Texas
$445K
RF
696
Rossby Financial
Florida
$445K
CCA
697
Clarity Capital Advisors
Florida
$444K
RPC
698
Rossmore Private Capital
Connecticut
$443K
LIA
699
Lynx Investment Advisory
District of Columbia
$440K
MA
700
MCF Advisors
Kentucky
$430K