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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
ACA
726
Aptus Capital Advisors
Alabama
$399K +$13.6K +253 +4%
DW30
727
Drucker Wealth 3.0
New Jersey
$399K -$14.4K -267 -4%
GM
728
GeoWealth Management
Illinois
$396K +$27K +502 +8%
AFO
729
Allie Family Office
Florida
$396K +$386K +7,159 New
WAS
730
Wealth Advisory Solutions
Indiana
$396K +$1.24K +23 +0.3%
SCM
731
SCS Capital Management
Massachusetts
$395K
KWM
732
Keebeck Wealth Management
Illinois
$394K
ISB
733
Iowa State Bank
Iowa
$393K
RPCONE
734
Retirement Planning Company of New England
Rhode Island
$391K -$10.7K -199 -3%
FWP
735
Firethorn Wealth Partners
Georgia
$391K +$380K +7,060 New
MWM
736
McMill Wealth Management
Nebraska
$390K
NL
737
NWAM LLC
Washington
$390K +$108 +2 +0%
MAG
738
Mayfair Advisory Group
Alabama
$388K
GAM
739
Grandview Asset Management
Pennsylvania
$386K +$7.54K +140 +2%
SL
740
Sentinus LLC
Illinois
$386K +$10.4K +193 +3%
Franklin Resources
741
Franklin Resources
California
$385K -$36.7M -682,287 -99%
WAM
742
WNY Asset Management
New York
$384K -$592 -11 -0.2%
MSF
743
Mustard Seed Financial
Arkansas
$383K -$5.12K -95 -1%
CG
744
Caprock Group
Idaho
$379K +$374K +6,939 New
CPWA
745
Cerro Pacific Wealth Advisors
California
$379K -$175K -3,258 -32%
VRM
746
Vectors Research Management
New York
$376K +$366K +6,798 New
ES
747
ETF Store
Kansas
$375K +$81.7K +1,518 +29%
GFG
748
Greystone Financial Group
Michigan
$375K
GWMR
749
GC Wealth Management RIA
Massachusetts
$374K
BI
750
Ballast Inc
Kentucky
$371K -$77.4K -1,438 -18%