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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
AFO
826
Arrowroot Family Office
California
$264K
IAS
827
Insigneo Advisory Services
Florida
$262K
GVCM
828
Global View Capital Management
Wisconsin
$262K
FFW
829
Fusion Family Wealth
New York
$260K
BDF
830
Black Diamond Financial
Maryland
$260K
EWP
831
Equity Wealth Partners
Missouri
$259K
EPM
832
Elm Partners Management
Pennsylvania
$259K
TA
833
Tactive Advisors
Florida
$255K
HWM
834
HB Wealth Management
Georgia
$254K
MFWP
835
Mosaic Family Wealth Partners
Missouri
$253K
PWP
836
Principle Wealth Partners
Connecticut
$251K
AP
837
Americana Partners
Texas
$250K
AWM
838
Accel Wealth Management
Iowa
$250K
FA
839
Fiduciary Alliance
South Carolina
$249K
NAS
840
NWF Advisory Services
California
$247K
CIA
841
Choate Investment Advisors
Massachusetts
$246K
GA
842
Goldstein Advisors
Wisconsin
$245K
MT
843
Midwest Trust
Kansas
$245K
TPF
844
Tribridge Partners Financial
Maryland
$244K
Fisher Asset Management
845
Fisher Asset Management
Washington
$243K
VR
846
Valued Retirements
Texas
$242K
PW
847
PUREfi Wealth
Massachusetts
$241K
JWA
848
JFS Wealth Advisors
Pennsylvania
$241K
LA
849
LexAurum Advisors
Kansas
$239K
PFM
850
Phillips Financial Management
Indiana
$239K