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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
OP
676
ORG Partners
Indiana
$489K
MW
677
MBL Wealth
North Carolina
$489K
YIA
678
YHB Investment Advisors
Connecticut
$484K
TWM
679
Trueblood Wealth Management
Ohio
$481K
Vanguard Group
680
Vanguard Group
Pennsylvania
$481K
KIA
681
Kraematon Investment Advisors
Massachusetts
$476K
CS
682
Crescent Sterling
Louisiana
$475K
BWL
683
Bogart Wealth LLC
Virginia
$473K
OC
684
Oarsman Capital
Wisconsin
$472K
BA
685
Bluesphere Advisors
Pennsylvania
$468K
TNBTD
686
Trustmark National Bank Trust Department
Mississippi
$468K
BBPWM
687
Blue Bell Private Wealth Management
Pennsylvania
$462K
AIA
688
Acute Investment Advisory
Arizona
$461K
PFA
689
Portland Financial Advisors
New York
$459K
CFS
690
Compass Financial Services
Iowa
$457K
SMA
691
Sage Mountain Advisors
Georgia
$456K
AAS
692
Annex Advisory Services
Wisconsin
$456K
TFG
693
Tilson Financial Group
New Jersey
$455K
CL
694
COWA LLC
Oklahoma
$454K
DFG
695
Dynamic Financial Group
Iowa
$453K
BFS
696
BridgePort Financial Solutions
Iowa
$451K
GSIAS
697
Garden State Investment Advisory Services
New Jersey
$448K
FFBTD
698
First Financial Bank - Trust Division
Ohio
$446K
BFA
699
Bill Few Associates
Pennsylvania
$445K
GWM
700
GDS Wealth Management
Texas
$445K