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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
SC
951
Steph & Co
Wisconsin
$49K
GWM
952
Grand Wealth Management
Michigan
$46.5K
WWM
953
Wagner Wealth Management
South Carolina
$45.2K
TFM
954
TFC Financial Management
Massachusetts
$44.2K
SGK
955
Steigerwald Gordon & Koch
Virginia
$44K
SIS
956
Sound Income Strategies
Florida
$42.6K
FIM
957
FWL Investment Management
Texas
$40.7K
NSIM
958
North Star Investment Management
Illinois
$38.9K
BL
959
Balentine LLC
Georgia
$38.2K
AUB
960
Atlantic Union Bankshares
Virginia
$38K
VWA
961
VSM Wealth Advisory
Maryland
$36.4K
PA
962
Parallel Advisors
California
$35.7K
LWMI
963
Legacy Wealth Management (Idaho)
Idaho
$35.3K
PMFA
964
Plante Moran Financial Advisors
Michigan
$33.5K
PPC
965
Park Place Capital
Alabama
$33K
Barclays
966
Barclays
United Kingdom
$32.1K
OWP
967
ORG Wealth Partners
Texas
$31.9K
FDCP
968
Foster Dykema Cabot & Partners
Massachusetts
$31.5K
PA
969
Pineridge Advisors
Missouri
$30.4K
TCM
970
Triumph Capital Management
Colorado
$30.3K
BCWM
971
Bartlett & Co Wealth Management
Ohio
$30.1K
AT
972
Arlington Trust
Alabama
$29.6K
CFO
973
CVA Family Office
Colorado
$29.5K
TF
974
Tompkins Financial
New York
$29.1K
FAI
975
Fiduciary Advisors Inc
Missouri
$27.9K