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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
FCBT
826
First Citizens Bank & Trust
North Carolina
$268K
HC
827
Hurley Capital
New York
$267K
MWM
828
Marion Wealth Management
Pennsylvania
$266K
OC
829
Oppenheimer & Co
New York
$266K
NFG
830
Nations Financial Group
Iowa
$266K
AFO
831
Arrowroot Family Office
California
$264K
IAS
832
Insigneo Advisory Services
Florida
$262K
GVCM
833
Global View Capital Management
Wisconsin
$262K
FFW
834
Fusion Family Wealth
New York
$260K
BDF
835
Black Diamond Financial
Maryland
$260K
EWP
836
Equity Wealth Partners
Missouri
$259K
EPM
837
Elm Partners Management
Pennsylvania
$259K
TA
838
Tactive Advisors
Florida
$255K
HWM
839
HB Wealth Management
Georgia
$254K
MFWP
840
Mosaic Family Wealth Partners
Missouri
$253K
PWP
841
Principle Wealth Partners
Connecticut
$251K
AP
842
Americana Partners
Texas
$250K
AWM
843
Accel Wealth Management
Iowa
$250K
FA
844
Fiduciary Alliance
South Carolina
$249K
NAS
845
NWF Advisory Services
California
$247K
CIA
846
Choate Investment Advisors
Massachusetts
$246K
GA
847
Goldstein Advisors
Wisconsin
$245K
MT
848
Midwest Trust
Kansas
$245K
TPF
849
Tribridge Partners Financial
Maryland
$244K
Fisher Asset Management
850
Fisher Asset Management
Washington
$243K