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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
AI
76
Accredited Investors
Minnesota
$42.5M
BWG
77
Balanced Wealth Group
Ohio
$40.5M
GIA
78
Gladstone Institutional Advisory
Florida
$40.4M
TVAMP
79
Tennessee Valley Asset Management Partners
Tennessee
$39.5M
CI
80
Constellation Investments
Ohio
$39.4M
VC
81
Vicus Capital
Pennsylvania
$38.9M
Creative Planning
82
Creative Planning
Kansas
$38.7M
WCAMG
83
Woodard & Company Asset Management Group
North Carolina
$38.7M
CC
84
Courier Capital
New York
$38.2M
Jones Financial Companies
85
Jones Financial Companies
Missouri
$38.2M
CF
86
Convergence Financial
Missouri
$38.1M
Thrivent Financial for Lutherans
87
Thrivent Financial for Lutherans
Minnesota
$38M
MA
88
MONECO Advisors
Connecticut
$36.6M
AWM
89
Avior Wealth Management
Nebraska
$36.5M
EFL
90
ERn Financial LLC
Wisconsin
$35.7M
Prudential Financial
91
Prudential Financial
New Jersey
$35.5M
DWM
92
Dakota Wealth Management
Florida
$34.8M
Janney Montgomery Scott
93
Janney Montgomery Scott
Pennsylvania
$34.7M
KOC
94
Koss-Olinger Consulting
Florida
$34.3M
CIM
95
Confluence Investment Management
Missouri
$33.8M
HSWS
96
Higgins & Schmidt Wealth Strategies
Colorado
$32.5M
HBT
97
Hills Bank & Trust
Iowa
$32.4M
TFGT
98
TS Financial Group (TSFG)
Illinois
$32.1M
WA
99
Waverly Advisors
Alabama
$31.4M
GWM
100
Geneos Wealth Management
Colorado
$31.4M