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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
NCMW
351
Northern Capital Management (Washington)
Washington
$3.61M +$2.18M +40,393 +163%
PCIA
352
Prime Capital Investment Advisors
Kansas
$3.59M -$121K -2,252 -3%
JFG
353
JDM Financial Group
Texas
$3.58M -$51.1K -949 -1%
PWM
354
Perigon Wealth Management
California
$3.57M -$38.2K -709 -1%
FIM
355
Freedom Investment Management
Connecticut
$3.57M -$2.77M -51,501 -44%
BC
356
Burney Company
Virginia
$3.56M -$114K -2,114 -3%
KFP
357
Keener Financial Planning
Texas
$3.51M -$473K -8,777 -12%
CWM
358
Cornerstone Wealth Management
Missouri
$3.51M -$28.5K -530 -0.8%
Comerica Bank
359
Comerica Bank
Texas
$3.45M -$443K -8,231 -12%
SW
360
SVB Wealth
Massachusetts
$3.41M -$222K -4,115 -6%
FCH
361
Freestone Capital Holdings
Washington
$3.4M +$3.31M +61,528 New
AIS
362
American Investment Services
Massachusetts
$3.36M -$2.32K -43 -0.1%
PFS
363
Prospera Financial Services
Texas
$3.32M -$76.3K -1,416 -2%
BMWS
364
Brady Martz Wealth Solutions
North Dakota
$3.27M
MWC
365
MBM Wealth Consultants
Missouri
$3.23M +$45.7K +849 +1%
BPA
366
Beacon Pointe Advisors
California
$3.22M +$2.84M +52,831 +991%
KFGK
367
Keystone Financial Group (Kentucky)
Kentucky
$3.21M +$178K +3,314 +6%
TFA
368
Tranquilli Financial Advisor
New Jersey
$3.19M -$1.05M -19,541 -25%
SFG
369
Shum Financial Group
California
$3.12M +$3.04M +56,376 New
AI
370
Atria Investments
North Carolina
$3.08M -$661K -12,270 -18%
PA
371
Prism Advisors
California
$3.06M -$56.9K -1,057 -2%
SA
372
Sovran Advisors
California
$3.06M +$2.95M +54,747 New
MCC
373
Money Concepts Capital
Florida
$3.05M +$263K +4,877 +10%
VPP
374
Vertex Planning Partners
Illinois
$3.04M +$34.6K +642 +1%
PA
375
PSI Advisors
Florida
$3.03M +$96.8K +1,798 +3%