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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
WC
326
Waterloo Capital
Texas
$4.53M +$589K +10,944 +15%
SHJ
327
Sharkey, Howes & Javer
Colorado
$4.42M -$255K -4,743 -6%
BCI
328
Brinker Capital Investments
Pennsylvania
$4.36M -$814K -15,115 -16%
PIFP
329
Partners in Financial Planning
Virginia
$4.32M +$16.3K +302 +0.4%
IJWM
330
Inman Jager Wealth Management
Mississippi
$4.3M +$256K +4,757 +7%
CW
331
CreativeOne Wealth
Kansas
$4.22M +$2.76M +51,247 +205%
FMTCOCP
332
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$4.21M +$899K +16,690 +28%
UAG
333
United Advisor Group
Ohio
$4.16M -$216K -4,005 -5%
PWM
334
Penobscot Wealth Management
Maine
$4.11M -$2.84M -52,799 -42%
CWM
335
Copia Wealth Management
Oregon
$4.1M +$19.5K +363 +0.5%
PTC
336
Private Trust Company
Ohio
$4.07M -$852K -15,826 -18%
AMM
337
American Money Management
California
$4.04M -$68.9K -1,279 -2%
CAPTRUST Financial Advisors
338
CAPTRUST Financial Advisors
North Carolina
$4.03M +$47.7K +885 +1%
CAL
339
Capital Analysts LLC
Pennsylvania
$3.98M +$706K +13,108 +22%
AAS
340
Ameritas Advisory Services
Nebraska
$3.96M -$43.6K -809 -1%
MAMG
341
Milestone Asset Management Group
Connecticut
$3.95M +$133K +2,476 +4%
TDWM
342
Topel & Distasi Wealth Management
California
$3.94M
RTL
343
Red Tortoise LLC
Georgia
$3.89M +$11.4K +212 +0.3%
IA
344
Integrity Alliance
Iowa
$3.85M -$511K -9,492 -12%
MCM
345
MidAtlantic Capital Management
Virginia
$3.79M -$628K -11,671 -15%
CSPIA
346
Cary Street Partners Investment Advisory
Virginia
$3.76M +$63.6K +1,181 +2%
VWA
347
Visionary Wealth Advisors
Illinois
$3.73M -$18.8M -349,326 -84%
US Bancorp
348
US Bancorp
Minnesota
$3.72M +$256K +4,749 +8%
GEA
349
Glen Eagle Advisors
New Jersey
$3.67M +$165K +3,073 +5%
Natixis Advisors
350
Natixis Advisors
Massachusetts
$3.66M -$2.7M -50,072 -43%