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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
OWA
376
Opal Wealth Advisors
New York
$3.02M +$178K +3,305 +6%
RMAM
377
Raab & Moskowitz Asset Management
New Jersey
$3.02M -$2.96K -55 -0.1%
SPIA
378
Steward Partners Investment Advisory
New York
$3.01M +$163K +3,033 +6%
GFPC
379
Global Financial Private Client
Florida
$2.97M -$1.94K -36 -0.1%
SW
380
Simplicity Wealth
New Jersey
$2.96M -$219K -4,063 -7%
CIM
381
Corda Investment Management
Texas
$2.95M +$58.2K +1,081 +2%
WWA
382
WCG Wealth Advisors
Nevada
$2.94M -$60.2K -1,118 -2%
SRA
383
Secured Retirement Advisors
Minnesota
$2.93M -$70.2K -1,304 -2%
FDCDDQ
384
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.93M +$5.98K +111 +0.2%
FF
385
Friday Financial
Iowa
$2.91M +$44.2K +821 +2%
CSS
386
Cubist Systematic Strategies
Connecticut
$2.91M +$1.95M +36,207 +220%
KCP
387
Kera Capital Partners
California
$2.9M +$79.4K +1,475 +3%
KAM
388
Kensington Asset Management
Texas
$2.87M +$2.79M +51,875 New
Citigroup
389
Citigroup
New York
$2.83M -$920K -17,078 -25%
CWM
390
Cordatus Wealth Management
Pennsylvania
$2.83M -$163K -3,029 -6%
YWM
391
Yukon Wealth Management
Kansas
$2.82M +$12.7K +236 +0.5%
AWP
392
Axis Wealth Partners
Rhode Island
$2.81M +$167K +3,100 +6%
VW
393
Vance Wealth
California
$2.81M -$111K -2,060 -4%
FA
394
Fountainhead AM
New Jersey
$2.81M +$227K +4,212 +9%
TWP
395
Tower Wealth Partners
Pennsylvania
$2.81M +$186K +3,459 +7%
FA
396
Faithward Advisors
Pennsylvania
$2.8M +$84.6K +1,571 +3%
BCG
397
Breakwater Capital Group
New Jersey
$2.8M -$247K -4,590 -8%
DFG
398
Demars Financial Group
Washington
$2.79M -$291K -5,401 -10%
WFS
399
WealthGarden F.S.
California
$2.71M +$6.41K +119 +0.2%
JSL
400
JT Stratford LLC
Georgia
$2.69M +$67.5K +1,253 +3%