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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
CPA
1001
Cardiff Park Advisors
California
$18.1K
CHC
1002
City Holding Co
West Virginia
$16.9K
PP
1003
Pacifica Partners
Canada
$16.1K
PFBT
1004
Parkside Financial Bank & Trust
Missouri
$15.7K
TFG
1005
Team Financial Group
California
$15.4K
AWM
1006
Accredited Wealth Management
Kentucky
$14.6K
ANBT
1007
American National Bank & Trust
Texas
$14.4K
CTWM
1008
Cherry Tree Wealth Management
Minnesota
$14.3K
WTC
1009
WhitTier Trust Company
Nevada
$14.3K
BCM
1010
Boreal Capital Management
Florida
$13.8K
PCA
1011
Providence Capital Advisors
North Carolina
$12.7K
WA
1012
WPG Advisers
Maryland
$11.5K
Q1WB
1013
Quest 10 Wealth Builders
Virginia
$11.5K
HFS
1014
Hughes Financial Services
Virginia
$11.1K
AW
1015
Avion Wealth
Texas
$11K
Qube Research & Technologies (QRT)
1016
Qube Research & Technologies (QRT)
United Kingdom
$10.2K
QWM
1017
Quaker Wealth Management
New Jersey
$10.1K
BDPWM
1018
Barnes Dennig Private Wealth Management
Ohio
$10K
CTC
1019
Central Trust Company
Missouri
$10K
VWA
1020
Valued Wealth Advisors
Utah
$9.63K
KWM
1021
Kiker Wealth Management
Georgia
$9.19K
KFP
1022
Kerr Financial Planning
California
$8.1K
HWP
1023
Highline Wealth Partners
California
$7.58K
RWA
1024
Redmont Wealth Advisors
Illinois
$7.47K
Deutsche Bank
1025
Deutsche Bank
Germany
$7.47K