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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
WFA
426
Wells Financial Advisors
Massachusetts
$2.32M -$102K -1,885 -4%
AWAU
427
Alliance Wealth Advisors (Utah)
Utah
$2.31M +$448K +8,314 +25%
FFA
428
Founders Financial Alliance
North Carolina
$2.3M +$329K +6,109 +17%
IAA
429
Independent Advisor Alliance
North Carolina
$2.28M +$286K +5,309 +15%
FA
430
FF Advisors
California
$2.28M -$121K -2,248 -5%
TCWM
431
Total Clarity Wealth Management
Illinois
$2.27M +$2.8K +52 +0.1%
WAN
432
Wealth Advisors Northwest
Oregon
$2.25M -$84.3K -1,566 -4%
CAAM
433
Cornerstone Advisors Asset Management
Pennsylvania
$2.23M -$112K -2,089 -5%
CPL
434
CAP Partners LLC
Tennessee
$2.23M +$131K +2,437 +6%
LDB
435
Lee, Danner & Bass
Tennessee
$2.22M -$197K -3,650 -8%
USCWA
436
U.S. Capital Wealth Advisors
Texas
$2.22M -$15.5K -287 -0.7%
JWM
437
Jacksonville Wealth Management
Florida
$2.21M +$492K +9,138 +30%
AF
438
Advisornet Financial
Minnesota
$2.21M -$438K -8,130 -17%
RCAG
439
Rehmann Capital Advisory Group
Michigan
$2.2M +$571K +10,611 +36%
OBWG
440
Onyx Bridge Wealth Group
New York
$2.19M +$559K +10,384 +36%
MNA
441
Manning & Napier Advisors
New York
$2.18M -$43.2K -803 -2%
MPIA
442
Milestones Private Investment Advisors
New York
$2.13M +$21.5K +400 +1%
IA
443
IFP Advisors
Florida
$2.13M +$293K +5,449 +16%
CAS
444
Coppell Advisory Solutions
Texas
$2.13M +$445K +8,260 +27%
SAM
445
Smartleaf Asset Management
Massachusetts
$2.12M +$1.1M +20,422 +113%
MAS
446
MPWM Advisory Solutions
Georgia
$2.11M -$6.41K -119 -0.3%
SWM
447
Seaside Wealth Management
California
$2.09M -$45.3K -841 -2%
FFA
448
Florida Financial Advisors
Florida
$2.09M -$3.06M -56,768 -60%
AWA
449
Arkadios Wealth Advisors
Georgia
$2.05M +$51.2K +950 +3%
BA
450
Bristlecone Advisors
Washington
$2.04M +$539 +10 +0%