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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
CCFM
151
Clear Creek Financial Management
Washington
$19.3M
HFS
152
Horizon Financial Services
North Carolina
$19.1M
SFP
153
Strategic Financial Partners
Oregon
$19.1M
WCM
154
Windsor Capital Management
Arizona
$19.1M
AG
155
Ascent Group
Virginia
$19.1M
FA
156
Freestate Advisors
Kansas
$19M
NL
157
Navalign LLC
California
$18.9M
PFA
158
Pure Financial Advisors
California
$18.8M
SOS
159
Silver Oak Securities
Tennessee
$18.8M
RPGK
160
Retirement Planning Group (Kansas)
Kansas
$18.6M
SWP
161
Stratos Wealth Partners
Ohio
$18.4M
ML
162
McAdam LLC
Pennsylvania
$18.2M
TFA
163
TPG Financial Advisors
Oregon
$18.2M
CI
164
CX Institutional
Indiana
$17.7M
1IA
165
1834 Investment Advisors
Wisconsin
$17.4M
KPWS
166
Kestra Private Wealth Services
Texas
$16.4M
BCM
167
Brookstone Capital Management
Illinois
$16.3M
GLR
168
Great Lakes Retirement
Ohio
$15.9M
AF
169
Abound Financial
California
$15.8M
IA
170
IFG Advisory
Georgia
$15.6M
VCP
171
Verus Capital Partners
Arizona
$15.4M
RF
172
rebel Financial
Ohio
$15.3M
Fifth Third Bancorp
173
Fifth Third Bancorp
Ohio
$15.2M
NG
174
Novem Group
New York
$15M
PWM
175
Power Wealth Management
Georgia
$14.5M