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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
Osaic Holdings
26
Osaic Holdings
Arizona
$200M -$3.79M -70,444 -2%
Cerity Partners
27
Cerity Partners
New York
$192M +$911K +16,921 +0.5%
CWM
28
Connecticut Wealth Management
Connecticut
$191M +$21.7M +402,517 +13%
NAS
29
Nicolet Advisory Services
Wisconsin
$177M +$2.04M +37,887 +1%
AWM
30
AE Wealth Management
Kansas
$173M +$27.4M +509,151 +20%
PAG
31
Private Advisor Group
New Jersey
$159M -$2.37M -43,971 -2%
HighTower Advisors
32
HighTower Advisors
Illinois
$138M +$5.11M +94,820 +4%
Betterment LLC
33
Betterment LLC
New York
$133M -$5.4M -100,259 -4%
GKWIM
34
Gerber Kawasaki Wealth & Investment Management
California
$127M +$10.6M +197,320 +9%
LFS
35
Lutz Financial Services
Nebraska
$125M +$3.21M +59,654 +3%
OWA
36
Octavia Wealth Advisors
Ohio
$118M +$3.3M +61,196 +3%
Stifel Financial
37
Stifel Financial
Missouri
$113M -$4.05M -75,297 -4%
Mariner
38
Mariner
Kansas
$112M +$4.63M +86,061 +4%
FNT
39
First National Trust
Pennsylvania
$108M -$8.36M -155,191 -7%
Northwestern Mutual Wealth Management
40
Northwestern Mutual Wealth Management
Wisconsin
$107M +$6.21M +115,380 +6%
Wells Fargo
41
Wells Fargo
California
$106M +$12.9M +240,041 +14%
AWM
42
Angeles Wealth Management
California
$104M +$5.55M +103,044 +6%
ACM
43
AlphaStar Capital Management
North Carolina
$98.2M -$5.69M -105,582 -6%
MFG
44
Magnus Financial Group
New York
$96M -$1.9M -35,198 -2%
ONB
45
Old National Bancorp
Indiana
$89.9M +$663K +12,311 +0.8%
Commonwealth Equity Services
46
Commonwealth Equity Services
Massachusetts
$87.2M +$4.86M +90,236 +6%
BB
47
Bell Bank
North Dakota
$87M +$3M +55,728 +4%
SQA
48
Simon Quick Advisors
New Jersey
$86M -$992K -18,420 -1%
KW
49
KWB Wealth
California
$85.2M +$8.57M +159,093 +11%
BEI
50
Benjamin Edwards Inc
Missouri
$83.8M -$4.46M -82,756 -5%