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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
PCS
501
Private Client Services
Kentucky
$1.49M -$270K -5,011 -16%
BWFA
502
Baltimore-Washington Financial Advisors
Maryland
$1.47M -$53.4K -992 -4%
RWMH
503
Riverpoint Wealth Management Holdings
Illinois
$1.45M -$162K -3,008 -10%
BAG
504
Bridgewealth Advisory Group
California
$1.45M -$116K -2,155 -8%
FEG
505
Fund Evaluation Group
Ohio
$1.44M +$1.4M +26,020 New
HFA
506
Hutchinson Financial Advisors
Virginia
$1.43M -$251K -4,667 -15%
MA
507
MKT Advisors
California
$1.4M +$22.6K +420 +2%
TCA
508
Transcend Capital Advisors
New Jersey
$1.39M -$1.51K -28 -0.1%
CAMG
509
CWA Asset Management Group
Florida
$1.39M -$40.5K -753 -3%
RW
510
REDW Wealth
New Mexico
$1.37M +$108 +2 +0%
CFS
511
Commonwealth Financial Services
West Virginia
$1.36M -$71.1K -1,320 -5%
CFB
512
Cullen/Frost Bankers
Texas
$1.36M +$178K +3,301 +16%
MGIA
513
Moneta Group Investment Advisors
Missouri
$1.35M +$122K +2,264 +10%
MCM
514
MAI Capital Management
Ohio
$1.35M +$27K +502 +2%
HWA
515
Heritage Wealth Architects
Minnesota
$1.32M +$5.92K +110 +0.5%
AO
516
Advisor OS
Illinois
$1.32M +$137K +2,549 +12%
DPI
517
Diversified Portfolios Inc
Michigan
$1.29M +$1.08K +20 +0.1%
RSF
518
Rik Saylor Financial
Ohio
$1.28M +$11.1K +207 +0.9%
ASN
519
Advisory Services Network
Georgia
$1.28M +$63.8K +1,184 +5%
M
520
MATAURO
New York
$1.27M +$42.4K +787 +4%
EI
521
Ellevest Inc
New York
$1.25M +$3.88K +72 +0.3%
WPC
522
White Pine Capital
Minnesota
$1.24M +$187K +3,470 +18%
CA
523
Calton & Associates
Florida
$1.24M +$43.8K +814 +4%
OAS
524
Optivise Advisory Services
Tennessee
$1.24M -$40.8K -757 -3%
William Blair & Company
525
William Blair & Company
Illinois
$1.23M -$201K -3,726 -14%