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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
BFS
701
BridgePort Financial Solutions
Iowa
$451K +$1.89K +35 +0.4%
GSIAS
702
Garden State Investment Advisory Services
New Jersey
$448K -$163K -3,028 -27%
FFBTD
703
First Financial Bank - Trust Division
Ohio
$446K
BFA
704
Bill Few Associates
Pennsylvania
$445K +$56.2K +1,044 +15%
GWM
705
GDS Wealth Management
Texas
$445K -$431 -8 -0.1%
RF
706
Rossby Financial
Florida
$445K -$52.5K -974 -11%
CCA
707
Clarity Capital Advisors
Florida
$444K
RPC
708
Rossmore Private Capital
Connecticut
$443K
LIA
709
Lynx Investment Advisory
District of Columbia
$440K +$1.99K +37 +0.5%
MA
710
MCF Advisors
Kentucky
$430K
EWA
711
Exencial Wealth Advisors
Oklahoma
$426K -$12.4K -230 -3%
RIA
712
Regal Investment Advisors
Michigan
$422K
NFP
713
Narus Financial Partners
Utah
$419K -$15K -278 -4%
TCMP
714
Thrive Capital Management (Pennsylvania)
Pennsylvania
$416K +$64.9K +1,206 +19%
ST
715
Somerset Trust
Pennsylvania
$414K -$13K -241 -3%
AWA
716
Acorn Wealth Advisors
Michigan
$414K -$87.1K -1,617 -18%
ECM
717
Evergreen Capital Management
Washington
$413K
FI
718
FWG Investments
Kentucky
$412K +$1.83K +34 +0.5%
APWA
719
Atlas Private Wealth Advisors
New Jersey
$410K +$157K +2,912 +65%
VVP
720
Venture Visionary Partners
Ohio
$409K -$6.92M -128,504 -95%
CWM
721
Cahaba Wealth Management
Georgia
$407K
GFA
722
Gallagher Fiduciary Advisors
Illinois
$406K +$44.6K +828 +13%
PWP
723
PrairieView Wealth Partners
Illinois
$405K +$162 +3 +0%
CIA
724
Cascade Investment Advisors
Oregon
$403K
TI
725
Truepoint Inc
Ohio
$402K