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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
EWM
401
Empirical Wealth Management
Washington
$2.67M -$553K -10,264 -18%
NG
402
Norden Group
Utah
$2.66M +$202K +3,748 +8%
1SB
403
1ST Source Bank
Indiana
$2.66M +$27.2K +506 +1%
RWM
404
Riverchase Wealth Management
Texas
$2.63M
SFA
405
Sequoia Financial Advisors
Ohio
$2.61M -$151K -2,798 -6%
Ensign Peak Advisors
406
Ensign Peak Advisors
Utah
$2.56M -$3.54M -65,759 -59%
CPIG
407
Chicago Partners Investment Group
Illinois
$2.5M +$441K +8,195 +23%
IC
408
Innealta Capital
Texas
$2.48M -$129K -2,399 -5%
SIM
409
Stratos Investment Management
Ohio
$2.45M -$22.6K -420 -0.9%
WFP
410
Wrenne Financial Planning
Kentucky
$2.44M -$133K -2,470 -5%
GK
411
Graney & King
New York
$2.43M -$826K -15,341 -26%
CGFA
412
Colton Groome Financial Advisors
North Carolina
$2.41M -$173K -3,208 -7%
AA
413
ArborFi Advisors
Michigan
$2.41M -$144K -2,679 -6%
ITB
414
Idaho Trust Bank
Idaho
$2.4M -$1.09M -20,290 -32%
RIS
415
Retirement Income Solutions
Michigan
$2.4M -$51.8K -962 -2%
SA
416
Sunesis Advisors
Kansas
$2.39M +$2.32M +43,133 New
FIC
417
FCG Investment Company
Tennessee
$2.39M +$190K +3,527 +9%
CAC
418
Certified Advisory Corp
Florida
$2.37M -$136K -2,528 -6%
FWMP
419
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$2.37M
MPCL
420
My Personal CFO LLC
Washington
$2.37M +$2.31M +42,850 New
SF
421
Slagle Financial
Illinois
$2.36M +$529K +9,831 +30%
WANY
422
Wealthspire Advisors (New York)
New York
$2.36M +$7.81K +145 +0.3%
RWM
423
Ritholtz Wealth Management
New York
$2.35M +$126K +2,347 +6%
WCM
424
WealthTrak Capital Management
Virginia
$2.35M +$114K +2,108 +5%
OCM
425
One Capital Management
California
$2.33M -$98.1K -1,821 -4%