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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
PI
526
PFG Investments
New York
$1.22M +$394K +7,324 +50%
SAI
527
Savvy Advisors Inc
New York
$1.22M +$153K +2,850 +15%
FDW
528
Fourth Dimension Wealth
Ohio
$1.21M +$80.2K +1,489 +7%
HWM
529
Howard Wealth Management
Connecticut
$1.2M -$31.7K -588 -3%
VAG
530
VisionPoint Advisory Group
Texas
$1.19M +$607K +11,280 +110%
CIAS
531
Capital Investment Advisory Services
North Carolina
$1.19M +$16.8K +312 +1%
RWA
532
Redhawk Wealth Advisors
Minnesota
$1.19M +$60.9K +1,130 +6%
KF
533
Krilogy Financial
Missouri
$1.18M +$1.14M +21,172 New
TW
534
Towerpoint Wealth
California
$1.18M -$1.51K -28 -0.1%
TFA
535
Tobias Financial Advisors
Florida
$1.18M +$78.8K +1,463 +7%
SPC
536
Sigma Planning Corp
Michigan
$1.17M -$44.8K -831 -4%
CBA
537
Coastal Bridge Advisors
Connecticut
$1.17M +$20.5K +381 +2%
OIA
538
OneDigital Investment Advisors
Kansas
$1.16M +$2.91K +54 +0.3%
TWP
539
Tempus Wealth Planning
California
$1.16M +$369K +6,851 +49%
ACM
540
Advisors Capital Management
New Jersey
$1.16M -$4.63K -86 -0.4%
SPWM
541
Schrum Private Wealth Management
Florida
$1.15M +$3.23K +60 +0.3%
PWM
542
Peck Wealth Management
New York
$1.15M +$1.12M +20,749 New
GF
543
GGM Financials
Ohio
$1.15M -$22.3K -415 -2%
RFP
544
Root Financial Partners
California
$1.14M +$64.6K +1,200 +6%
CA
545
Centerpoint Advisors
Massachusetts
$1.14M
SP
546
Sequent Planning
Nebraska
$1.12M +$104K +1,928 +11%
FFG
547
Frisch Financial Group
New York
$1.11M +$2.32K +43 +0.2%
GT
548
Greenleaf Trust
Michigan
$1.06M
OMC
549
Old Mission Capital
Illinois
$1.04M -$1.09M -20,262 -52%
CTFG
550
Capstone Triton Financial Group
Oklahoma
$1.03M +$2.64K +49 +0.3%