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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
JSW
126
Journey Strategic Wealth
New Jersey
$24.6M
VH
127
Visionary Horizons
Tennessee
$24.5M
PW
128
Potentia Wealth
California
$24.4M
Mercer Global Advisors
129
Mercer Global Advisors
Colorado
$24M
WWM
130
Western Wealth Management
Colorado
$24M
Baird Financial Group
131
Baird Financial Group
Wisconsin
$23.7M
MWM
132
MBE Wealth Management
Wisconsin
$23.6M
LGW
133
Leslie Global Wealth
Illinois
$23.1M
Truist Financial
134
Truist Financial
North Carolina
$23M
SWM
135
SilverOak Wealth Management
Minnesota
$22.1M
GRP
136
Global Retirement Partners
California
$22M
CWM
137
CarsonAllaria Wealth Management
Illinois
$21.9M
AA
138
Alesco Advisors
New York
$21.6M
WAOI
139
Wealth Advisors of Iowa
Iowa
$21.1M
Two Sigma Investments
140
Two Sigma Investments
New York
$20.9M
CG
141
Cynosure Group
Utah
$20.8M
FHC
142
First Heartland Consultants
Missouri
$20.1M
SF
143
Summit Financial
New Jersey
$20.1M
DC
144
Destiny Capital
Colorado
$19.8M
Bank of New York Mellon
145
Bank of New York Mellon
New York
$19.7M
WF
146
Williams Financial
Vermont
$19.6M
FTWA
147
Fifth Third Wealth Advisors
Ohio
$19.4M
CCFM
148
Clear Creek Financial Management
Washington
$19.3M
HFS
149
Horizon Financial Services
North Carolina
$19.1M
SFP
150
Strategic Financial Partners
Oregon
$19.1M