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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
MKW
751
Mullaney, Keating & Wright
Connecticut
$371K +$1.51K +28 +0.4%
SFS
752
Stiles Financial Services
Minnesota
$369K +$115K +2,143 +47%
KeyBank National Association
753
KeyBank National Association
Ohio
$365K +$95.1K +1,766 +37%
KCFA
754
Key Client Fiduciary Advisors
New Jersey
$360K +$4.36K +81 +1%
VF
755
Vawter Financial
Ohio
$359K +$349K +6,482 New
AFG
756
Atomi Financial Group
New York
$358K -$18.6K -345 -5%
HVIA
757
Hudson Valley Investment Advisors
New York
$358K -$11.1K -206 -3%
RWPA
758
Richard W. Paul & Associates
Michigan
$356K -$19.1K -354 -5%
SW
759
SMART Wealth
Nebraska
$355K +$50.8K +944 +17%
TPWM
760
Twelve Points Wealth Management
Massachusetts
$354K -$15.3K -285 -4%
PPC
761
Pennington Partners & Co
Maryland
$353K
CA
762
Clearstead Advisors
Ohio
$352K
CFP
763
Curran Financial Partners
South Carolina
$350K -$377 -7 -0.1%
OSNBOA
764
Old Second National Bank of Aurora
Illinois
$350K -$4.09K -76 -1%
MCCP
765
Mission Creek Capital Partners
California
$347K
LC
766
LCNB Corp
Ohio
$346K
SIC
767
Sterling Investment Counsel
New York
$344K +$335K +6,217 New
HCM
768
Hengehold Capital Management
Ohio
$343K
AC
769
AlphaCore Capital
California
$342K +$1.78K +33 +0.5%
BC
770
Brio Consultants
California
$341K -$13.4K -249 -4%
TPWA
771
Twin Peaks Wealth Advisors
California
$340K -$39.9K -741 -11%
AWM
772
Accurate Wealth Management
Florida
$339K -$49.8K -924 -13%
BI
773
Berkeley Inc
Idaho
$338K
RYIA
774
Roehl & Yi Investment Advisors
Oregon
$335K
SCTC
775
Sanibel Captiva Trust Company
Florida
$335K