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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
SW
126
SkyOak Wealth
Michigan
$25.1M
SA
127
Sanctuary Advisors
Indiana
$25M
JSW
128
Journey Strategic Wealth
New Jersey
$24.6M
VH
129
Visionary Horizons
Tennessee
$24.5M
PW
130
Potentia Wealth
California
$24.4M
Mercer Global Advisors
131
Mercer Global Advisors
Colorado
$24M
WWM
132
Western Wealth Management
Colorado
$24M
Baird Financial Group
133
Baird Financial Group
Wisconsin
$23.7M
MWM
134
MBE Wealth Management
Wisconsin
$23.6M
LGW
135
Leslie Global Wealth
Illinois
$23.1M
Truist Financial
136
Truist Financial
North Carolina
$23M
SWM
137
SilverOak Wealth Management
Minnesota
$22.1M
GRP
138
Global Retirement Partners
California
$22M
CWM
139
CarsonAllaria Wealth Management
Illinois
$21.9M
AA
140
Alesco Advisors
New York
$21.6M
WAOI
141
Wealth Advisors of Iowa
Iowa
$21.1M
Two Sigma Investments
142
Two Sigma Investments
New York
$20.9M
CG
143
Cynosure Group
Utah
$20.8M
FHC
144
First Heartland Consultants
Missouri
$20.1M
SF
145
Summit Financial
New Jersey
$20.1M
DC
146
Destiny Capital
Colorado
$19.8M
Bank of New York Mellon
147
Bank of New York Mellon
New York
$19.7M
WF
148
Williams Financial
Vermont
$19.6M
FTWA
149
Fifth Third Wealth Advisors
Ohio
$19.4M
CCFM
150
Clear Creek Financial Management
Washington
$19.3M