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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
AF
76
Arrow Financial
New York
$43.4M
AI
77
Accredited Investors
Minnesota
$42.5M
BWG
78
Balanced Wealth Group
Ohio
$40.5M
GIA
79
Gladstone Institutional Advisory
Florida
$40.4M
TVAMP
80
Tennessee Valley Asset Management Partners
Tennessee
$39.5M
CI
81
Constellation Investments
Ohio
$39.4M
VC
82
Vicus Capital
Pennsylvania
$38.9M
Creative Planning
83
Creative Planning
Kansas
$38.7M
WCAMG
84
Woodard & Company Asset Management Group
North Carolina
$38.7M
CC
85
Courier Capital
New York
$38.2M
Jones Financial Companies
86
Jones Financial Companies
Missouri
$38.2M
CF
87
Convergence Financial
Missouri
$38.1M
Thrivent Financial for Lutherans
88
Thrivent Financial for Lutherans
Minnesota
$38M
MA
89
MONECO Advisors
Connecticut
$36.6M
AWM
90
Avior Wealth Management
Nebraska
$36.5M
EFL
91
ERn Financial LLC
Wisconsin
$35.7M
Prudential Financial
92
Prudential Financial
New Jersey
$35.5M
DWM
93
Dakota Wealth Management
Florida
$34.8M
Janney Montgomery Scott
94
Janney Montgomery Scott
Pennsylvania
$34.7M
KOC
95
Koss-Olinger Consulting
Florida
$34.3M
CIM
96
Confluence Investment Management
Missouri
$33.8M
HSWS
97
Higgins & Schmidt Wealth Strategies
Colorado
$32.5M
HBT
98
Hills Bank & Trust
Iowa
$32.4M
TFGT
99
TS Financial Group (TSFG)
Illinois
$32.1M
WA
100
Waverly Advisors
Alabama
$31.4M