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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
RTC
826
Real Talk Capital
Tennessee
$278K +$270K +5,020 New
RWM
827
Rockwood Wealth Management
Pennsylvania
$276K
SWM
828
SFG Wealth Management
Maryland
$274K -$26.9K -499 -9%
CWM
829
Chicago Wealth Management
Illinois
$274K
CA
830
Cambridge Advisors
Nebraska
$274K -$9.96K -185 -4%
FMN
831
Financial Management Network
California
$274K +$264K +4,901 New
IG
832
IFS Group
Pennsylvania
$273K +$265K +4,913 New
LWL
833
Leo Wealth LLC
Texas
$271K -$47.4K -881 -15%
NPF
834
Norris Perne & French
Michigan
$269K
FCBT
835
First Citizens Bank & Trust
North Carolina
$268K
HC
836
Hurley Capital
New York
$267K -$612K -11,360 -70%
MWM
837
Marion Wealth Management
Pennsylvania
$266K +$1.19K +22 +0.5%
OC
838
Oppenheimer & Co
New York
$266K -$99.6K -1,850 -28%
NFG
839
Nations Financial Group
Iowa
$266K +$18.8K +350 +8%
AFO
840
Arrowroot Family Office
California
$264K -$8.35K -155 -3%
IAS
841
Insigneo Advisory Services
Florida
$262K
GVCM
842
Global View Capital Management
Wisconsin
$262K +$255K +4,728 New
FFW
843
Fusion Family Wealth
New York
$260K
BDF
844
Black Diamond Financial
Maryland
$260K +$253K +4,695 New
EWP
845
Equity Wealth Partners
Missouri
$259K +$252K +4,674 New
EPM
846
Elm Partners Management
Pennsylvania
$259K +$252K +4,674 New
TA
847
Tactive Advisors
Florida
$255K -$21.5K -400 -8%
HWM
848
HB Wealth Management
Georgia
$254K +$247K +4,592 New
MFWP
849
Mosaic Family Wealth Partners
Missouri
$253K -$2.42K -45 -1%
PWP
850
Principle Wealth Partners
Connecticut
$251K