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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
BWMG
576
Barnes Wealth Management Group
California
$874K -$86.1K -1,599 -9%
IF
577
Ironwood Financial
Arizona
$863K
SWA
578
SFMG Wealth Advisors
Texas
$856K +$834K +15,479 New
SAM
579
Sequent Asset Management
Texas
$853K
PS
580
Principal Securities
Iowa
$849K +$87.8K +1,630 +12%
BTWM
581
Baker Tilly Wealth Management
Wisconsin
$848K +$87.1K +1,618 +12%
MAWCM
582
Mine & Arao Wealth Creation & Management
California
$845K +$1.94K +36 +0.2%
LWA
583
Lantern Wealth Advisors
New York
$834K +$33.2K +616 +4%
EWA
584
Emergent Wealth Advisors
New York
$829K +$5.28K +98 +0.7%
WA
585
Wealthstream Advisors
New York
$826K
DWM
586
Drive Wealth Management
Utah
$822K -$55K -1,021 -6%
LTL
587
Lowery Thomas LLC
California
$821K -$28.5K -530 -3%
CFS
588
Coordinated Financial Services
Colorado
$821K +$57.1K +1,060 +8%
AC
589
AWM Capital
Arizona
$817K +$3.55K +66 +0.4%
RF
590
RHS Financial
California
$816K +$306K +5,683 +63%
LF
591
Lantz Financial
Illinois
$814K +$2.58K +48 +0.3%
KWA
592
Kingswood Wealth Advisors
California
$812K -$131K -2,436 -14%
CCWM
593
Cassaday & Co Wealth Management
Virginia
$809K
JIC
594
Johnson Investment Counsel
Ohio
$809K +$1.56K +29 +0.2%
AC
595
AIFG Consultants
New York
$808K -$1.4K -26 -0.2%
RDFA
596
Ritter Daniher Financial Advisory
Ohio
$806K +$772K +14,337 +6,206%
Pathstone Holdings
597
Pathstone Holdings
New Jersey
$801K +$21.5K +400 +3%
FWM
598
ForthRight Wealth Management
Georgia
$785K -$1.13K -21 -0.1%
TWP
599
Triad Wealth Partners
Kansas
$781K +$550K +10,210 +261%
SAG
600
SageView Advisory Group
California
$777K -$1.99K -37 -0.3%