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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
TAM
876
Tucker Asset Management
Colorado
$217K
EIA
877
Eldridge Investment Advisors
New Hampshire
$216K
AC
878
Asio Capital
Kentucky
$216K
TCA
879
Trifecta Capital Advisors
Illinois
$216K
WAS
880
Winch Advisory Services
Wisconsin
$214K
MCIA
881
Mountain Capital Investment Advisors
Colorado
$214K
BFWA
882
Benchmark Financial Wealth Advisors
Florida
$213K
CAM
883
Costello Asset Management
Pennsylvania
$212K
GWS
884
Glassman Wealth Services
Virginia
$212K
PCA
885
Prosperity Capital Advisors
Ohio
$212K
CBT
886
Crews Bank & Trust
Florida
$211K
IWA
887
Invera Wealth Advisors
Oregon
$211K
MFA
888
Mayflower Financial Advisors
Massachusetts
$207K
WLIM
889
White Lighthouse Investment Management
Massachusetts
$206K
MFT
890
Moisand Fitzgerald Tamayo
Florida
$204K
Squarepoint
891
Squarepoint
New York
$204K
BWP
892
Bernardo Wealth Planning
Pennsylvania
$203K
SFPG
893
Stonebridge Financial Planning Group
Florida
$202K
RWM
894
Rockline Wealth Management
New York
$202K
MHWM
895
Montz Harcus Wealth Management
Louisiana
$202K
CIA
896
Cape Investment Advisory
Georgia
$202K
HSA
897
HBK Sorce Advisory
Pennsylvania
$201K
EA
898
Emerald Advisors
Washington
$200K
CWP
899
Concord Wealth Partners
Virginia
$200K
RIL
900
Rothschild Investment LLC
Illinois
$196K