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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
GWSG
276
GPS Wealth Strategies Group
Colorado
$6.63M +$136K +2,529 +2%
TC
277
Trilogy Capital
California
$6.62M -$2.06M -38,343 -24%
IPW
278
Intergy Private Wealth
Colorado
$6.55M -$211K -3,910 -3%
GWP
279
Gateway Wealth Partners
Wisconsin
$6.47M +$611K +11,346 +11%
ATWA
280
Arbor Trust Wealth Advisors
Michigan
$6.39M +$439K +8,156 +8%
SWM
281
Spire Wealth Management
Virginia
$6.29M -$315K -5,844 -5%
EFH
282
Eaton Financial Holdings
Florida
$6.22M -$7.62M -141,475 -56%
Koshinski Asset Management
283
Koshinski Asset Management
Illinois
$6.21M +$237K +4,404 +4%
OAM
284
Occidental Asset Management
California
$6.15M +$242K +4,489 +4%
CCAL
285
City Center Advisors LLC
Michigan
$6.09M +$862K +16,010 +17%
TC
286
TAGStone Capital
North Carolina
$6.08M +$110K +2,034 +2%
IFG
287
Independent Financial Group
California
$6.03M -$1.36M -25,323 -19%
FIA
288
Foundations Investment Advisors
Arizona
$5.96M +$797K +14,803 +16%
IWP
289
IAG Wealth Partners
Wisconsin
$5.96M -$87.6K -1,626 -1%
Kovitz Investment Group Partners
290
Kovitz Investment Group Partners
Illinois
$5.91M +$150K +2,778 +3%
CAM
291
Cozad Asset Management
Illinois
$5.91M +$118K +2,200 +2%
BFG
292
Buttonwood Financial Group
Missouri
$5.78M +$60.8K +1,129 +1%
Citadel Advisors
293
Citadel Advisors
Florida
$5.77M -$8.22M -152,641 -59%
CFG
294
Cooper Financial Group
California
$5.77M -$308K -5,722 -5%
HI
295
Harbour Investments
Wisconsin
$5.74M +$247K +4,592 +5%
OSAM
296
O'Shaughnessy Asset Management
Connecticut
$5.7M +$99.7K +1,852 +2%
DWM
297
DecisionMap Wealth Management
Virginia
$5.7M +$196K +3,635 +4%
VA
298
VestGen Advisors
Illinois
$5.62M -$3.72M -69,120 -40%
BBA
299
Braun-Bostich & Associates
Pennsylvania
$5.59M +$347K +6,437 +7%
SGWM
300
Sterling Group Wealth Management
California
$5.57M -$429K -7,970 -7%