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