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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
AIM
476
Advyzon Investment Management
Illinois
$1.73M +$954K +17,721 +131%
TFCP
477
Twin Focus Capital Partners
Massachusetts
$1.69M +$16.2K +300 +1%
FCP
478
Fidelis Capital Partners
Florida
$1.69M -$53.9K -1,000 -3%
VT
479
Vise Technologies
New York
$1.68M +$1.64M +30,382 New
WP
480
WealthShield Partners
North Carolina
$1.68M -$128K -2,381 -7%
SW
481
SteelPeak Wealth
California
$1.68M -$15.7M -290,878 -91%
PNC Financial Services Group
482
PNC Financial Services Group
Pennsylvania
$1.67M -$8.78K -163 -0.5%
BlackRock
483
BlackRock
New York
$1.65M -$469K -8,702 -23%
RFN
484
Redwood Financial Network
Ohio
$1.64M +$61.8K +1,148 +4%
CFIA
485
Cantor Fitzgerald Investment Advisors
New York
$1.63M -$74.5K -1,384 -4%
Invesco
486
Invesco
Georgia
$1.6M +$915 +17 +0.1%
WMR
487
Wealth Management Resources
Rhode Island
$1.6M -$39.4K -731 -2%
Renaissance Technologies
488
Renaissance Technologies
New York
$1.59M -$1.98M -36,800 -56%
FT
489
Fiduciary Trust
Massachusetts
$1.59M
AF
490
Apollon Financial
South Carolina
$1.55M -$11.3K -210 -0.7%
SMA
491
Seven Mile Advisory
New Jersey
$1.55M
DI
492
DAGCO Inc
Ohio
$1.53M -$151K -2,810 -9%
IFA
493
Index Fund Advisors
California
$1.53M +$3.45K +64 +0.2%
IWS
494
Integrity Wealth Solutions
Colorado
$1.51M +$17.1K +318 +1%
PPWM
495
PFG Private Wealth Management
Florida
$1.51M +$1.47M +27,357 New
CWMGP
496
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$1.51M +$485 +9 +0%
FPW
497
Flagship Private Wealth
Massachusetts
$1.5M -$17.2K -320 -1%
GS
498
GTS Securities
New York
$1.5M +$1.46M +27,074 New
LSWP
499
Liberty Square Wealth Partners
Pennsylvania
$1.49M
RIM
500
Redwood Investment Management
Arizona
$1.49M +$18.4K +342 +1%