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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
EWA
701
Exencial Wealth Advisors
Oklahoma
$426K
RIA
702
Regal Investment Advisors
Michigan
$422K
TCMP
703
Thrive Capital Management (Pennsylvania)
Pennsylvania
$416K
ST
704
Somerset Trust
Pennsylvania
$414K
AWA
705
Acorn Wealth Advisors
Michigan
$414K
ECM
706
Evergreen Capital Management
Washington
$413K
FI
707
FWG Investments
Kentucky
$412K
APWA
708
Atlas Private Wealth Advisors
New Jersey
$410K
VVP
709
Venture Visionary Partners
Ohio
$409K
CWM
710
Cahaba Wealth Management
Georgia
$407K
GFA
711
Gallagher Fiduciary Advisors
Illinois
$406K
PWP
712
PrairieView Wealth Partners
Illinois
$405K
CIA
713
Cascade Investment Advisors
Oregon
$403K
TI
714
Truepoint Inc
Ohio
$402K
ACA
715
Aptus Capital Advisors
Alabama
$399K
DW30
716
Drucker Wealth 3.0
New Jersey
$399K
GM
717
GeoWealth Management
Illinois
$396K
AFO
718
Allie Family Office
Florida
$396K
WAS
719
Wealth Advisory Solutions
Indiana
$396K
SCM
720
SCS Capital Management
Massachusetts
$395K
KWM
721
Keebeck Wealth Management
Illinois
$394K
ISB
722
Iowa State Bank
Iowa
$393K
RPCONE
723
Retirement Planning Company of New England
Rhode Island
$391K
FWP
724
Firethorn Wealth Partners
Georgia
$391K
MWM
725
McMill Wealth Management
Nebraska
$390K