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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
CFP
876
Cascade Financial Partners
California
$221K
DCM
877
Delta Capital Management
New Jersey
$221K
TAM
878
Tucker Asset Management
Colorado
$217K
EIA
879
Eldridge Investment Advisors
New Hampshire
$216K
AC
880
Asio Capital
Kentucky
$216K
TCA
881
Trifecta Capital Advisors
Illinois
$216K
WAS
882
Winch Advisory Services
Wisconsin
$214K
MCIA
883
Mountain Capital Investment Advisors
Colorado
$214K
BFWA
884
Benchmark Financial Wealth Advisors
Florida
$213K
CAM
885
Costello Asset Management
Pennsylvania
$212K
GWS
886
Glassman Wealth Services
Virginia
$212K
PCA
887
Prosperity Capital Advisors
Ohio
$212K
CBT
888
Crews Bank & Trust
Florida
$211K
IWA
889
Invera Wealth Advisors
Oregon
$211K
MFA
890
Mayflower Financial Advisors
Massachusetts
$207K
WLIM
891
White Lighthouse Investment Management
Massachusetts
$206K
MFT
892
Moisand Fitzgerald Tamayo
Florida
$204K
Squarepoint
893
Squarepoint
New York
$204K
BWP
894
Bernardo Wealth Planning
Pennsylvania
$203K
SFPG
895
Stonebridge Financial Planning Group
Florida
$202K
RWM
896
Rockline Wealth Management
New York
$202K
MHWM
897
Montz Harcus Wealth Management
Louisiana
$202K
CIA
898
Cape Investment Advisory
Georgia
$202K
HSA
899
HBK Sorce Advisory
Pennsylvania
$201K
EA
900
Emerald Advisors
Washington
$200K