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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
OWP
976
ORG Wealth Partners
Texas
$31.9K
FDCP
977
Foster Dykema Cabot & Partners
Massachusetts
$31.5K
PA
978
Pineridge Advisors
Missouri
$30.4K
BCWM
979
Bartlett & Co Wealth Management
Ohio
$30.1K
AT
980
Arlington Trust
Alabama
$29.6K
CFO
981
CVA Family Office
Colorado
$29.5K
TF
982
Tompkins Financial
New York
$29.1K
FAI
983
Fiduciary Advisors Inc
Missouri
$27.9K
APW
984
Atlantic Private Wealth
North Carolina
$27.8K
AFWM
985
Abich Financial Wealth Management
Virginia
$27.4K
TIM
986
Tortoise Investment Management
New York
$23.8K
HFM
987
Hartford Financial Management
Connecticut
$23.2K
Kayne Anderson Rudnick Investment Management
988
Kayne Anderson Rudnick Investment Management
California
$22.4K
WTA
989
Washington Trust Advisors
Massachusetts
$22.2K
EWP
990
Elevation Wealth Partners
California
$21.6K
AWM
991
Abound Wealth Management
Tennessee
$21.2K
UCB
992
United Community Bank
South Carolina
$21K
GPFA
993
Game Plan Financial Advisors
Ohio
$20.7K
CAL
994
Capital Advisors Ltd
Ohio
$20K
HDIM
995
Hanson & Doremus Investment Management
Vermont
$20K
EWA
996
EverSource Wealth Advisors
Alabama
$18.9K
FMII
997
Farmers & Merchants Investments Inc
Nebraska
$18.8K
CPA
998
Cardiff Park Advisors
California
$18.1K
CHC
999
City Holding Co
West Virginia
$16.9K
PP
1000
Pacifica Partners
Canada
$16.1K