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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
ACM
601
Advance Capital Management
Michigan
$771K -$46.3K -859 -6%
SFS
602
Sowell Financial Services
Arkansas
$766K -$97.1K -1,804 -12%
BWM
603
BCGM Wealth Management
Indiana
$761K -$14.1K -262 -2%
CT
604
Caldwell Trust
Florida
$758K
AZ
605
Alpha Zero
Florida
$753K
LIA
606
LBMC Investment Advisors
Tennessee
$749K +$3.23K +60 +0.4%
FFA
607
Frazier Financial Advisors
Ohio
$748K -$46.3K -859 -6%
HCC
608
Hirtle Callaghan & Co
Pennsylvania
$747K
FNBOO
609
First National Bank of Omaha
Nebraska
$745K
KCM
610
KM Capital Management
Texas
$743K +$119K +2,214 +20%
MSWM
611
McGlone Suttner Wealth Management
Wisconsin
$741K -$214K -3,975 -23%
F4L
612
Fortune 45 LLC
Louisiana
$730K -$3.39K -63 -0.5%
GAG
613
GM Advisory Group
New York
$725K
WAM
614
Wallington Asset Management
Indiana
$725K -$18.6K -345 -3%
EFG
615
Embree Financial Group
Illinois
$722K +$3.12K +58 +0.4%
PFGIA
616
Patriot Financial Group Insurance Agency
Massachusetts
$718K +$71.6K +1,330 +11%
SWA
617
Serenus Wealth Advisors
California
$718K +$1.08K +20 +0.2%
GJIA
618
Glass Jacobson Investment Advisors
Maryland
$713K -$30.1K -559 -4%
FNBT
619
FineMark National Bank & Trust
Florida
$700K +$376K +6,990 +123%
SAW
620
Signal Advisors Wealth
Michigan
$700K -$14.5M -268,882 -96%
WSWA
621
Warren Street Wealth Advisors
California
$699K +$17.2K +320 +3%
MP
622
McDonald Partners
Ohio
$692K -$45.3K -842 -6%
HAG
623
HF Advisory Group
Maryland
$691K -$8.62K -160 -1%
4A
624
4Wealth Advisors
Illinois
$689K -$13K -241 -2%
EAM
625
Empirical Asset Management
Massachusetts
$689K +$44.8K +831 +7%