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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
LWL
826
Leo Wealth LLC
Texas
$271K
NPF
827
Norris Perne & French
Michigan
$269K
FCBT
828
First Citizens Bank & Trust
North Carolina
$268K
HC
829
Hurley Capital
New York
$267K
MWM
830
Marion Wealth Management
Pennsylvania
$266K
OC
831
Oppenheimer & Co
New York
$266K
NFG
832
Nations Financial Group
Iowa
$266K
AFO
833
Arrowroot Family Office
California
$264K
IAS
834
Insigneo Advisory Services
Florida
$262K
GVCM
835
Global View Capital Management
Wisconsin
$262K
FFW
836
Fusion Family Wealth
New York
$260K
BDF
837
Black Diamond Financial
Maryland
$260K
EWP
838
Equity Wealth Partners
Missouri
$259K
EPM
839
Elm Partners Management
Pennsylvania
$259K
TA
840
Tactive Advisors
Florida
$255K
HWM
841
HB Wealth Management
Georgia
$254K
MFWP
842
Mosaic Family Wealth Partners
Missouri
$253K
PWP
843
Principle Wealth Partners
Connecticut
$251K
AP
844
Americana Partners
Texas
$250K
AWM
845
Accel Wealth Management
Iowa
$250K
FA
846
Fiduciary Alliance
South Carolina
$249K
NAS
847
NWF Advisory Services
California
$247K
CIA
848
Choate Investment Advisors
Massachusetts
$246K
GA
849
Goldstein Advisors
Wisconsin
$245K
MT
850
Midwest Trust
Kansas
$245K