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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
EWA
776
Evolution Wealth Advisors
Florida
$326K
T
777
Tidemark
California
$326K
SWA
778
Sax Wealth Advisors
New Jersey
$326K
GA
779
GoalVest Advisory
New York
$324K
Empower Advisory Group
780
Empower Advisory Group
Colorado
$324K
ESB
781
Essex Savings Bank
Connecticut
$324K
SWIM
782
Smallwood Wealth Investment Management
New Jersey
$323K
BP
783
Ballentine Partners
Massachusetts
$322K
FCT
784
First Community Trust
Iowa
$322K
HW
785
Hancock Whitney
Mississippi
$321K
WIM
786
WealthPlan Investment Management
Nebraska
$319K
CIBC World Market
787
CIBC World Market
Ontario, Canada
$319K
RFA
788
Reyes Financial Architecture
California
$318K
DAS
789
Dynamic Advisor Solutions
Arizona
$316K
CIA
790
Capital Investment Advisors
Georgia
$313K
HFO
791
Heritage Family Offices
Arizona
$308K
HNB
792
Huntington National Bank
Ohio
$308K
ICP
793
Interchange Capital Partners
Pennsylvania
$304K
Neuberger Berman Group
794
Neuberger Berman Group
New York
$303K
IAIM
795
International Assets Investment Management
Florida
$301K
TP
796
Tranquility Partners
Tennessee
$300K
CA
797
Claro Advisors
Massachusetts
$299K
JFGIW
798
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$297K
DC
799
Davenport & Co
Virginia
$296K
SEIA
800
Signature Estate & Investment Advisors
California
$292K