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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
Bank of Montreal
551
Bank of Montreal
Ontario, Canada
$1.03M -$1.02M -19,003 -51%
ATC
552
Argent Trust Co
Tennessee
$1.03M -$27.1K -503 -3%
SCM
553
Spring Capital Management
Texas
$1.02M
Tudor Investment Corp
554
Tudor Investment Corp
Connecticut
$1.01M +$454K +8,428 +85%
WWM
555
WJ Wealth Management
Arizona
$1M -$1.1M -20,366 -53%
RFC
556
Regions Financial Corp
Alabama
$1M -$80.6K -1,496 -8%
WPW
557
Waldron Private Wealth
Pennsylvania
$992K
OCBCO
558
Oversea-Chinese Banking Corp (OCBC)
Singapore
$982K -$53.9K -1,000 -5%
RT
559
Rockland Trust
Massachusetts
$981K +$955K +17,725 New
IAN
560
Integrated Advisors Network
Texas
$980K -$80.9K -1,503 -8%
SWMG
561
Sanchez Wealth Management Group
Florida
$974K -$285K -5,291 -23%
TI
562
Tidal Investments
Wisconsin
$971K -$1.37M -25,459 -59%
CB
563
Community Bank
New York
$949K +$330K +6,127 +56%
FFWA
564
Forthright Family Wealth Advisory
Texas
$949K +$923K +17,143 New
WP
565
WealthPLAN Partners
Nebraska
$942K -$69.8K -1,296 -7%
LSA
566
Lansing Street Advisors
Pennsylvania
$937K +$2.75K +51 +0.3%
MAG
567
M3 Advisory Group
Massachusetts
$932K +$52K +965 +6%
MIAS
568
Mason Investment Advisory Services
Virginia
$918K +$1.35K +25 +0.2%
BF
569
BOK Financial
Oklahoma
$917K +$688K +12,773 +337%
BMWM
570
Brown Miller Wealth Management
Virginia
$910K +$41.4K +768 +5%
RWM
571
RKL Wealth Management
Pennsylvania
$896K +$3.98K +74 +0.5%
HC
572
Headland Capital
South Carolina
$885K +$1.62K +30 +0.2%
FI
573
Financial Insights
Washington
$881K +$43.1K +801 +5%
LBC
574
Lowe Brockenbrough & Co
Virginia
$878K
ICMP
575
Integrated Capital Management (Pennsylvania)
Pennsylvania
$878K +$567K +10,526 +197%