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