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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
SG
776
Sharper & Granite
California
$329K
GCP
777
Gill Capital Partners
Colorado
$327K
EWA
778
Evolution Wealth Advisors
Florida
$326K
T
779
Tidemark
California
$326K
SWA
780
Sax Wealth Advisors
New Jersey
$326K
GA
781
GoalVest Advisory
New York
$324K
Empower Advisory Group
782
Empower Advisory Group
Colorado
$324K
ESB
783
Essex Savings Bank
Connecticut
$324K
SWIM
784
Smallwood Wealth Investment Management
New Jersey
$323K
BP
785
Ballentine Partners
Massachusetts
$322K
FCT
786
First Community Trust
Iowa
$322K
HW
787
Hancock Whitney
Mississippi
$321K
WIM
788
WealthPlan Investment Management
Nebraska
$319K
CIBC World Market
789
CIBC World Market
Ontario, Canada
$319K
RFA
790
Reyes Financial Architecture
California
$318K
DAS
791
Dynamic Advisor Solutions
Arizona
$316K
CIA
792
Capital Investment Advisors
Georgia
$313K
HFO
793
Heritage Family Offices
Arizona
$308K
HNB
794
Huntington National Bank
Ohio
$308K
ICP
795
Interchange Capital Partners
Pennsylvania
$304K
Neuberger Berman Group
796
Neuberger Berman Group
New York
$303K
IAIM
797
International Assets Investment Management
Florida
$301K
TP
798
Tranquility Partners
Tennessee
$300K
CA
799
Claro Advisors
Massachusetts
$299K
JFGIW
800
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$297K