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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
CAGAS
251
Capital Advisory Group Advisory Services
Minnesota
$8.12M +$729K +13,540 +10%
UFA
252
Uptown Financial Advisors
Texas
$8.1M +$232K +4,314 +3%
SIM
253
Synergy Investment Management
Florida
$8.04M +$1.1M +20,379 +16%
DWM
254
Denver Wealth Management
Colorado
$7.87M +$364K +6,763 +5%
WI
255
WrapManager Inc
California
$7.86M -$3.23M -60,010 -30%
PWM
256
Partnership Wealth Management
Maryland
$7.72M +$34.2K +635 +0.5%
B
257
Bensler
Washington
$7.7M +$278K +5,162 +4%
MWA
258
Motive Wealth Advisors
Michigan
$7.63M -$30.4K -564 -0.4%
SSW
259
Stone Summit Wealth
Florida
$7.57M -$2.02M -37,543 -22%
SWA
260
Stratos Wealth Advisors
Ohio
$7.54M +$30K +558 +0.4%
CWA
261
Centennial Wealth Advisory
Michigan
$7.5M +$279K +5,179 +4%
CWMS
262
Cannon Wealth Management Services
North Carolina
$7.43M -$54.8K -1,017 -0.8%
AFA
263
AA Financial Advisors
Ohio
$7.39M -$75.4K -1,401 -1%
IP
264
Ignite Planners
California
$7.32M -$74.5K -1,383 -1%
AQR Capital Management
265
AQR Capital Management
Connecticut
$7.27M +$2.14M +39,760 +43%
GCA
266
Greenwood Capital Associates
South Carolina
$7.25M +$229K +4,248 +3%
AWA
267
Arete Wealth Advisors
Illinois
$7.25M +$88.3K +1,639 +1%
SFG
268
Snider Financial Group
Washington
$7.15M +$139K +2,578 +2%
RCWM
269
Red Crane Wealth Management
California
$7.13M -$526K -9,769 -7%
Nomura Asset Management
270
Nomura Asset Management
Japan
$6.99M -$4.23M -78,510 -38%
MA
271
Mutual Advisors
Nebraska
$6.87M +$182K +3,380 +3%
MWM
272
Modera Wealth Management
New Jersey
$6.86M -$131K -2,432 -2%
SCP
273
Stevens Capital Partners
Nebraska
$6.84M +$457K +8,492 +7%
HPC
274
HM Payson & Co
Maine
$6.75M
FPAS
275
Focus Partners Advisor Solutions
Missouri
$6.74M -$94.6K -1,756 -1%