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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
CWP
901
Concord Wealth Partners
Virginia
$200K
RIL
902
Rothschild Investment LLC
Illinois
$196K
BLC
903
Brown, Lisle/Cummings
Rhode Island
$191K
LI
904
LRI Investments
Florida
$187K
CAM
905
Creekmur Asset Management
Illinois
$186K
TWM
906
Topsail Wealth Management
North Carolina
$181K
EWM
907
Evermay Wealth Management
Virginia
$176K
POIA
908
Pin Oak Investment Advisors
Texas
$167K
AA
909
Ancora Advisors
Ohio
$167K
SS
910
Sunbelt Securities
Texas
$165K
BTI
911
Blue Trust Inc
Georgia
$156K
SS
912
SBI Securities
Japan
$155K
CT
913
Colonial Trust
South Carolina
$154K
ITIM
914
Indiana Trust & Investment Management
Indiana
$153K
OA
915
Operose Advisors
Wisconsin
$153K
HWA
916
Heritage Wealth Advisors
Virginia
$138K
National Bank of Canada
917
National Bank of Canada
Quebec, Canada
$136K
DWM
918
Darwin Wealth Management
Florida
$135K
CIR
919
Clear Investment Research
Georgia
$132K
NWMP
920
Noble Wealth Management PBC
Colorado
$128K
MMCM
921
Murphy & Mullick Capital Management
New York
$127K
UFAC
922
Urban Financial Advisory Corp
Illinois
$126K
PWAM
923
Private Wealth Asset Management
Iowa
$124K
TPCW
924
TD Private Client Wealth
New York
$120K
GA
925
Guerra Advisors
Florida
$112K