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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
JCM
651
Jacobi Capital Management
Pennsylvania
$615K -$56.9K -1,057 -9%
CRI
652
Colonial River Investments
Virginia
$614K -$275K -5,107 -32%
WAG
653
Wallace Advisory Group
California
$607K +$17.6K +326 +3%
DE
654
Diversified Enterprises
Delaware
$604K +$47.1K +874 +9%
PWM
655
PMG Wealth Management
Illinois
$600K
AWM
656
Aviso Wealth Management
Washington
$596K -$5.49K -102 -0.9%
MMA
657
Miracle Mile Advisors
California
$596K +$8.35K +155 +1%
CA
658
Continuum Advisory
Idaho
$596K -$162K -3,012 -22%
CIC
659
Carnegie Investment Counsel
Ohio
$594K
BAMG
660
Brand Asset Management Group
Missouri
$590K +$574K +10,658 New
ST
661
Smithfield Trust
Pennsylvania
$584K
WS
662
Wedbush Securities
California
$584K +$305K +5,672 +116%
DA
663
Detalus Advisors
Missouri
$583K
CF
664
Centaurus Financial
California
$581K -$40.6K -754 -7%
LJAC
665
L.J. Altfest & Co
New York
$581K +$10K +186 +2%
HIP
666
HUB Investment Partners
Texas
$574K -$29.5K -547 -5%
PFS
667
Prospect Financial Services
New York
$566K +$51.1K +949 +10%
DCM
668
DGS Capital Management
New Jersey
$560K -$11.3K -209 -2%
PB
669
Pinnacle Bancorp
Nebraska
$552K -$41.6K -772 -7%
ATPW
670
Ashton Thomas Private Wealth
Arizona
$544K +$252K +4,671 +90%
SEI Investments
671
SEI Investments
Pennsylvania
$541K +$31.7K +588 +6%
PFA
672
Pathway Financial Advisors
Vermont
$538K
SB
673
Strategic Blueprint
Georgia
$536K +$15K +278 +3%
AWA
674
Arbor Wealth Advisors
Michigan
$534K
DC
675
Darrow Company
Massachusetts
$532K +$1.62K +30 +0.3%