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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
KA
676
Kovack Advisors
Florida
$522K -$61.9K -1,149 -11%
LFA
677
LGT Financial Advisors
Texas
$521K -$240K -4,450 -32%
KAS
678
KPP Advisory Services
Kentucky
$505K +$4.42K +82 +0.9%
IP
679
Investment Partners
Ohio
$498K
KIM
680
Kestra Investment Management
Texas
$495K -$305K -5,665 -39%
OP
681
ORG Partners
Indiana
$489K
MW
682
MBL Wealth
North Carolina
$489K
YIA
683
YHB Investment Advisors
Connecticut
$484K +$8.83K +164 +2%
TWM
684
Trueblood Wealth Management
Ohio
$481K +$1.51K +28 +0.3%
Vanguard Group
685
Vanguard Group
Pennsylvania
$481K +$55.4K +1,028 +13%
KIA
686
Kraematon Investment Advisors
Massachusetts
$476K +$969 +18 +0.2%
CS
687
Crescent Sterling
Louisiana
$475K +$5.12K +95 +1%
BWL
688
Bogart Wealth LLC
Virginia
$473K -$339K -6,296 -42%
OC
689
Oarsman Capital
Wisconsin
$472K -$54 -1 -0%
BA
690
Bluesphere Advisors
Pennsylvania
$468K
TNBTD
691
Trustmark National Bank Trust Department
Mississippi
$468K -$1.56K -29 -0.3%
BBPWM
692
Blue Bell Private Wealth Management
Pennsylvania
$462K -$13.1K -244 -3%
AIA
693
Acute Investment Advisory
Arizona
$461K -$111K -2,058 -20%
PFA
694
Portland Financial Advisors
New York
$459K
CFS
695
Compass Financial Services
Iowa
$457K +$592 +11 +0.1%
SMA
696
Sage Mountain Advisors
Georgia
$456K +$21.2K +394 +5%
AAS
697
Annex Advisory Services
Wisconsin
$456K +$443K +8,234 New
TFG
698
Tilson Financial Group
New Jersey
$455K -$42.5K -789 -9%
CL
699
COWA LLC
Oklahoma
$454K -$162K -3,000 -27%
DFG
700
Dynamic Financial Group
Iowa
$453K +$6.3K +117 +1%