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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
GC
626
Grimes & Company
Massachusetts
$685K +$3.66K +68 +0.6%
PGFC
627
Peapack-Gladstone Financial Corp
New Jersey
$670K +$348K +6,469 +115%
CPRC
628
Consolidated Portfolio Review Corp
New York
$666K +$70.8K +1,314 +12%
6F
629
626 Financial
Michigan
$665K
CFG
630
Copley Financial Group
California
$663K -$21.3K -396 -3%
RIS
631
Richmond Investment Services
Wisconsin
$660K +$38.1K +707 +6%
CP
632
Castleview Partners
Texas
$653K -$68.4K -1,271 -10%
BFG
633
Beacon Financial Group
Texas
$653K
BTWM
634
Brass Tax Wealth Management
Ohio
$651K -$22.2K -412 -3%
CL
635
Choreo LLC
Illinois
$649K +$36.5K +678 +6%
MWM
636
MGB Wealth Management
Texas
$647K -$89K -1,653 -12%
NW
637
NewEdge Wealth
Pennsylvania
$645K +$5.76K +107 +0.9%
RIA
638
Realta Investment Advisors
Delaware
$640K -$38.7K -719 -6%
First Trust Advisors
639
First Trust Advisors
Illinois
$639K +$8.94K +166 +1%
MG
640
Mather Group
Illinois
$638K -$37.8K -702 -6%
FGA
641
Fortis Group Advisors
New Jersey
$636K -$1.94K -36 -0.3%
MAM
642
MMA Asset Management
Pennsylvania
$635K +$309K +5,741 +100%
IFPL
643
Investments & Financial Planning LLC
Kentucky
$631K -$32.3K -599 -5%
VPWA
644
Vestia Personal Wealth Advisors
Indiana
$625K +$1.94K +36 +0.3%
SCA
645
Snowden Capital Advisors
New York
$625K +$862 +16 +0.1%
AW
646
Alteri Wealth
California
$622K +$68.1K +1,265 +13%
LWM
647
Liberty Wealth Management
California
$622K +$163K +3,027 +37%
HAS
648
HBW Advisory Services
California
$620K +$42.4K +787 +8%
Brown Advisory
649
Brown Advisory
Maryland
$619K -$56.7K -1,052 -9%
SC
650
Syon Capital
California
$615K -$28.4K -527 -5%