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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
HNB
801
Huntington National Bank
Ohio
$308K
ICP
802
Interchange Capital Partners
Pennsylvania
$304K
Neuberger Berman Group
803
Neuberger Berman Group
New York
$303K +$295K +5,472 New
IAIM
804
International Assets Investment Management
Florida
$301K
TP
805
Tranquility Partners
Tennessee
$300K -$13.7K -254 -4%
CA
806
Claro Advisors
Massachusetts
$299K -$82.2K -1,526 -22%
JFGIW
807
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$297K
DC
808
Davenport & Co
Virginia
$296K +$3.61K +67 +1%
SEIA
809
Signature Estate & Investment Advisors
California
$292K +$10.6K +197 +4%
EFG
810
Everhart Financial Group
Ohio
$292K +$284K +5,275 New
Russell Investments Group
811
Russell Investments Group
United Kingdom
$289K +$1.51K +28 +0.5%
PWA
812
Provenance Wealth Advisors
Florida
$288K
S
813
SignatureFD
Georgia
$287K +$2.1K +39 +0.8%
EW
814
Evoke Wealth
California
$287K +$279K +5,190 New
JFG
815
JMG Financial Group
Illinois
$287K +$279K +5,190 New
EFG
816
Erickson Financial Group
Pennsylvania
$287K
WWP
817
Wise Wealth Partners
Arizona
$286K
SWM
818
Silverlake Wealth Management
Vermont
$285K -$105K -1,941 -27%
CB
819
Chris Bulman
California
$284K +$54.8K +1,018 +25%
TFS
820
Thoroughbred Financial Services
Tennessee
$284K -$65.4K -1,215 -19%
AWM
821
Ariadne Wealth Management
California
$283K
BFF
822
Byrne Financial Freedom
Massachusetts
$282K
LFA
823
Legacy Financial Advisors
Kentucky
$281K +$273K +5,076 New
FG
824
Fiduciary Group
Georgia
$281K +$9.96K +185 +4%
DSA
825
Droms Strauss Advisors
Missouri
$278K