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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
HFW
301
Horizon Family Wealth
Illinois
$5.45M +$15.3K +285 +0.3%
BAM
302
Belpointe Asset Management
Nevada
$5.44M +$162K +3,014 +3%
FCA
303
Fortis Capital Advisors
Kansas
$5.44M +$162K +3,014 +3%
JFA
304
JNBA Financial Advisors
Minnesota
$5.43M -$235K -4,356 -4%
SWP
305
SIMA Wealth Partners
Virginia
$5.33M +$121K +2,239 +2%
AMG
306
Asset Management Group
Connecticut
$5.21M -$70.9K -1,317 -1%
PWA
307
Phoenix Wealth Advisors
North Carolina
$5.19M -$614K -11,402 -11%
S
308
SharpePoint
Arizona
$5.18M -$193K -3,584 -4%
JWCA
309
J.W. Cole Advisors
Florida
$5.16M +$746K +13,855 +17%
RFS
310
Retirement Financial Solutions
Tennessee
$5.14M +$755K +14,014 +18%
UCFA
311
United Capital Financial Advisors
Texas
$5.13M -$34.3K -637 -0.7%
CI
312
Ceera Investments
Texas
$5.11M +$1.17M +21,661 +31%
TW
313
TritonPoint Wealth
Maryland
$5.05M -$107K -1,994 -2%
SP
314
Stonebrook Private
Michigan
$5.04M +$3.29M +61,059 +203%
AAS
315
Asset Allocation Strategies
Michigan
$5.02M -$1.25M -23,155 -20%
SL
316
Salomon & Ludwin
Virginia
$4.96M +$520K +9,656 +12%
PA
317
PFG Advisors
Arizona
$4.88M +$727K +13,504 +18%
CWA
318
Clarus Wealth Advisors
Arizona
$4.79M -$123K -2,285 -3%
P
319
&Partners
Tennessee
$4.77M +$148K +2,744 +3%
PFG
320
Pacific Financial Group
Washington
$4.72M -$128K -2,386 -3%
RBWA
321
RFG - Bristol Wealth Advisors
Massachusetts
$4.71M +$108 +2 +0%
CFG
322
Citizens Financial Group
Rhode Island
$4.68M -$28.4K -528 -0.6%
MW
323
Members Wealth
Pennsylvania
$4.66M +$4.52M +84,020 New
GSWM
324
Golden State Wealth Management
California
$4.62M +$118K +2,197 +3%
IA
325
Inspire Advisors
Idaho
$4.61M -$90.2K -1,675 -2%