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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
NEWAS
51
N.E.W. Advisory Services
Wisconsin
$77.5M +$1.55M +28,862 +2%
IWM
52
IHT Wealth Management
Illinois
$77M +$2.84M +52,706 +4%
FFS
53
Founders Financial Securities
Maryland
$72.2M +$17.2M +319,103 +32%
Wellington Management Group
54
Wellington Management Group
Massachusetts
$68.9M +$67M +1,244,355 New
FLPIM
55
F.L. Putnam Investment Management
Massachusetts
$66.9M -$1.15M -21,377 -2%
KA
56
Klingman & Associates
New York
$66.1M -$105K -1,958 -0.2%
FHA
57
Flagship Harbor Advisors
Massachusetts
$64.8M +$1.39M +25,884 +2%
ETC
58
Exchange Traded Concepts
Oklahoma
$62.6M +$23.5M +436,971 +63%
NB
59
Nicolet Bankshares
Wisconsin
$58.6M -$2.56M -47,539 -4%
Fidelity Investments
60
Fidelity Investments
Massachusetts
$57.9M -$842K -15,629 -1%
CA
61
CoreCap Advisors
Michigan
$57.3M +$1.83M +34,050 +3%
IWC
62
Integrated Wealth Concepts
Massachusetts
$57.3M +$1.89M +35,107 +4%
DWM
63
Diversify Wealth Management
Utah
$57.2M +$6.07M +112,799 +12%
SFC
64
Strategic Financial Concepts
Texas
$55.4M +$603K +11,198 +1%
CFG
65
Compton Financial Group
Maryland
$55.3M +$1.49M +27,586 +3%
MML Investors Services
66
MML Investors Services
Massachusetts
$54.4M +$3.99M +74,021 +8%
Corient Private Wealth
67
Corient Private Wealth
Florida
$54.3M +$2.63M +48,837 +5%
FWI
68
Facet Wealth Inc
Maryland
$53.4M -$1.7M -31,519 -3%
Cambridge Investment Research Advisors
69
Cambridge Investment Research Advisors
Iowa
$52.8M -$122K -2,265 -0.2%
WH
70
Whitcomb & Hess
Ohio
$50.1M +$1.04M +19,310 +2%
CA
71
CGN Advisors
Kansas
$48.7M +$2.65M +49,194 +6%
NA
72
Nottingham Advisors
New York
$45.8M +$818K +15,189 +2%
CFD
73
Creative Financial Designs
Indiana
$45.7M +$1.98M +36,687 +5%
MWM
74
Modern Wealth Management
Kansas
$45M -$1.3M -24,222 -3%
PIA
75
Perennial Investment Advisors
California
$44.3M -$993K -18,436 -2%