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State Street SPDR Portfolio S&P 500 Value ETF

1,055 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 85 funds opening new positions, 445 increasing their positions, 345 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

991% more call options, than puts

Call options by funds: $6.94M | Put options by funds: $636K

70% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 50

29% more repeat investments, than reductions

Existing positions increased: 445 | Existing positions reduced: 345

12% more capital invested

Capital invested by funds: $22.2B → $25B (+$2.75B)

3.64% more ownership

Funds ownership: 83.35%86.98% (+3.6%)

1% more funds holding

Funds holding: 1,0471,055 (+8)

9% less funds holding in top 10

Funds holding in top 10: 158144 (-14)

Holders
1,055
Holders Change
+8
Holders Change %
+0.76%
% of All Funds
13.85%
Holding in Top 10
144
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-8.86%
% of All Funds
1.89%
New
85
Increased
445
Reduced
345
Closed
50
Calls
$6.94M
Puts
$636K
Net Calls
+$6.3M
Net Calls Change
-$11.9M
Name Holding Trade Value Shares
Change
Change in
Stake
HHGC
226
Hunting Hill Global Capital
New York
$9.66M -$474K -8,794 -5%
WAP
227
Wealthcare Advisory Partners
Pennsylvania
$9.64M -$4.5M -83,508 -32%
M&T Bank
228
M&T Bank
New York
$9.63M -$1.13M -20,914 -11%
SWA
229
SOA Wealth Advisors
New York
$9.58M -$3.42M -63,560 -27%
Focus Partners Wealth
230
Focus Partners Wealth
Massachusetts
$9.53M -$945K -17,546 -9%
WFPG
231
Waller Financial Planning Group
Ohio
$9.42M +$205K +3,812 +2%
AI
232
Auour Investments
Massachusetts
$9.38M +$440K +8,165 +5%
CAM
233
Cobblestone Asset Management
Virginia
$9.34M +$348K +6,464 +4%
FGAM
234
Financial Gravity Asset Management
Texas
$9.19M +$8.94M +166,035 New
PAS
235
Park Avenue Securities
New York
$9.15M +$3.18M +59,138 +56%
GB
236
Gunma Bank
Japan
$9.03M
CSWG
237
Cardinal Strategic Wealth Guidance
Kentucky
$8.83M +$69.6K +1,293 +0.8%
LWP
238
Laurel Wealth Planning
Minnesota
$8.79M +$122K +2,263 +1%
FNWM
239
Financial Network Wealth Management
Utah
$8.75M +$8.4M +155,925 New
FF
240
Foronjy Financial
California
$8.68M -$1.06M -19,693 -11%
HSBC Holdings
241
HSBC Holdings
United Kingdom
$8.67M +$2.85M +52,997 +51%
QC
242
Quent Capital
New York
$8.6M -$133K -2,473 -2%
TF
243
TME Financial
California
$8.6M +$376K +6,990 +5%
LA
244
Lynch & Associates
Indiana
$8.57M +$238K +4,413 +3%
KFI
245
Key Financial Inc
Pennsylvania
$8.44M -$80.5K -1,495 -1%
1WM
246
1900 Wealth Management
Texas
$8.4M -$112K -2,085 -1%
JWS
247
Juncture Wealth Strategies
Arizona
$8.39M -$724K -13,442 -8%
PFG
248
PAX Financial Group
Texas
$8.26M +$47.2K +876 +0.6%
AFTS
249
American Financial & Tax Strategies
New York
$8.19M -$132K -2,453 -2%
IWN
250
Independent Wealth Network
Iowa
$8.16M +$359K +6,672 +5%