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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
FWM
776
Focused Wealth Management
New York
$334K +$1.35K +25 +0.4%
IC
777
IEQ Capital
California
$333K +$1.45K +27 +0.5%
SIA
778
Soltis Investment Advisors
Utah
$331K +$16.4K +304 +5%
WMWM
779
Wilkins Miller Wealth Management
Alabama
$331K +$9.05K +168 +3%
CS
780
Capital Square
Tennessee
$331K +$28.7K +533 +10%
MWM
781
Mascagni Wealth Management
Mississippi
$330K -$31.7K -588 -9%
PIA
782
Pinion Investment Advisors
Kansas
$330K
SG
783
Sharper & Granite
California
$329K -$19K -353 -6%
GCP
784
Gill Capital Partners
Colorado
$327K
EWA
785
Evolution Wealth Advisors
Florida
$326K
T
786
Tidemark
California
$326K +$269 +5 +0.1%
SWA
787
Sax Wealth Advisors
New Jersey
$326K
GA
788
GoalVest Advisory
New York
$324K
Empower Advisory Group
789
Empower Advisory Group
Colorado
$324K -$191K -3,542 -38%
ESB
790
Essex Savings Bank
Connecticut
$324K
SWIM
791
Smallwood Wealth Investment Management
New Jersey
$323K
BP
792
Ballentine Partners
Massachusetts
$322K -$28.7K -533 -8%
FCT
793
First Community Trust
Iowa
$322K
HW
794
Hancock Whitney
Mississippi
$321K
WIM
795
WealthPlan Investment Management
Nebraska
$319K +$3.07K +57 +1%
CIBC World Market
796
CIBC World Market
Ontario, Canada
$319K -$171K -3,178 -36%
RFA
797
Reyes Financial Architecture
California
$318K
DAS
798
Dynamic Advisor Solutions
Arizona
$316K +$2.96K +55 +1%
CIA
799
Capital Investment Advisors
Georgia
$313K -$62.7K -1,164 -17%
HFO
800
Heritage Family Offices
Arizona
$308K -$13.4K -248 -4%