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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
BFWA
876
Benchmark Financial Wealth Advisors
Florida
$213K
CAM
877
Costello Asset Management
Pennsylvania
$212K
GWS
878
Glassman Wealth Services
Virginia
$212K
PCA
879
Prosperity Capital Advisors
Ohio
$212K
CBT
880
Crews Bank & Trust
Florida
$211K
IWA
881
Invera Wealth Advisors
Oregon
$211K
MFA
882
Mayflower Financial Advisors
Massachusetts
$207K
WLIM
883
White Lighthouse Investment Management
Massachusetts
$206K
MFT
884
Moisand Fitzgerald Tamayo
Florida
$204K
Squarepoint
885
Squarepoint
New York
$204K
BWP
886
Bernardo Wealth Planning
Pennsylvania
$203K
SFPG
887
Stonebridge Financial Planning Group
Florida
$202K
RWM
888
Rockline Wealth Management
New York
$202K
MHWM
889
Montz Harcus Wealth Management
Louisiana
$202K
HSA
890
HBK Sorce Advisory
Pennsylvania
$201K
EA
891
Emerald Advisors
Washington
$200K
CWP
892
Concord Wealth Partners
Virginia
$200K
RIL
893
Rothschild Investment LLC
Illinois
$196K
BLC
894
Brown, Lisle/Cummings
Rhode Island
$191K
LI
895
LRI Investments
Florida
$187K
CAM
896
Creekmur Asset Management
Illinois
$186K
TWM
897
Topsail Wealth Management
North Carolina
$181K
EWM
898
Evermay Wealth Management
Virginia
$176K
POIA
899
Pin Oak Investment Advisors
Texas
$167K
AA
900
Ancora Advisors
Ohio
$167K