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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
HVIA
751
Hudson Valley Investment Advisors
New York
$358K
RWPA
752
Richard W. Paul & Associates
Michigan
$356K
SW
753
SMART Wealth
Nebraska
$355K
TPWM
754
Twelve Points Wealth Management
Massachusetts
$354K
PPC
755
Pennington Partners & Co
Maryland
$353K
CA
756
Clearstead Advisors
Ohio
$352K
CFP
757
Curran Financial Partners
South Carolina
$350K
OSNBOA
758
Old Second National Bank of Aurora
Illinois
$350K
MCCP
759
Mission Creek Capital Partners
California
$347K
LC
760
LCNB Corp
Ohio
$346K
SIC
761
Sterling Investment Counsel
New York
$344K
HCM
762
Hengehold Capital Management
Ohio
$343K
AC
763
AlphaCore Capital
California
$342K
BC
764
Brio Consultants
California
$341K
TPWA
765
Twin Peaks Wealth Advisors
California
$340K
AWM
766
Accurate Wealth Management
Florida
$339K
BI
767
Berkeley Inc
Idaho
$338K
SCTC
768
Sanibel Captiva Trust Company
Florida
$335K
FWM
769
Focused Wealth Management
New York
$334K
IC
770
IEQ Capital
California
$333K
SIA
771
Soltis Investment Advisors
Utah
$331K
WMWM
772
Wilkins Miller Wealth Management
Alabama
$331K
CS
773
Capital Square
Tennessee
$331K
MWM
774
Mascagni Wealth Management
Mississippi
$330K
PIA
775
Pinion Investment Advisors
Kansas
$330K