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State Street SPDR Portfolio S&P 500 Value ETF
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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: 1,047 → 1,055 (+8)

9% less funds holding in top 10

Funds holding in top 10: 158 → 144 (-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

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$1.04B
2
VIA
Vantagepoint Investment Advisers
District of Columbia
+$240M
3
AF
Allworth Financial
California
+$144M
4
LPL Financial
LPL Financial
California
+$70M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$67M

Top Sellers

1
Bank of New York Mellon
Bank of New York Mellon
New York
-$115M
2
HI
Horizon Investments
North Carolina
-$60.1M
3
Morgan Stanley
Morgan Stanley
New York
-$44.5M
4
MYIA
Mount Yale Investment Advisors
Colorado
-$42.7M
5
Franklin Resources
Franklin Resources
California
-$36.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
AP
851
Americana Partners
Texas
$250K +$7.05K +131 +3%
AWM
852
Accel Wealth Management
Iowa
$250K -$52.4K -973 -18%
FA
853
Fiduciary Alliance
South Carolina
$249K -$6.14K -114 -2%
NAS
854
NWF Advisory Services
California
$247K +$241K +4,470 New
CIA
855
Choate Investment Advisors
Massachusetts
$246K +$12.7K +235 +6%
GA
856
Goldstein Advisors
Wisconsin
$245K – – –
MT
857
Midwest Trust
Kansas
$245K +$238K +4,427 New
TPF
858
Tribridge Partners Financial
Maryland
$244K +$237K +4,393 New
Fisher Asset Management
859
Fisher Asset Management
Washington
$243K +$236K +4,388 New
VR
860
Valued Retirements
Texas
$242K – – –
PW
861
PUREfi Wealth
Massachusetts
$241K -$1.83K -34 -0.8%
JWA
862
JFS Wealth Advisors
Pennsylvania
$241K +$2.21K +41 +1%
LA
863
LexAurum Advisors
Kansas
$239K – – –
PFM
864
Phillips Financial Management
Indiana
$239K +$180K +3,346 +344%
GFG
865
Grantvest Financial Group
New Jersey
$239K -$11.3K -209 -5%
KFS
866
Kaizen Financial Strategies
California
$236K +$230K +4,265 New
BRWA
867
B. Riley Wealth Advisors
Florida
$236K -$37.8K -702 -14%
HCMG
868
Howard Capital Management Group
California
$236K – – –
SLC
869
Second Line Capital
Louisiana
$235K +$6.73K +125 +3%
DCM
870
Donaldson Capital Management
Indiana
$232K -$2.8K -52 -1%
FWM
871
Forza Wealth Management
Florida
$230K – – –
IAS
872
Integrity Advisory Solutions
Texas
$230K +$224K +4,165 New
M1FG
873
Mach-1 Financial Group
Arkansas
$230K +$224K +4,165 New
NA
874
Note Advisors
New York
$229K +$10.5K +195 +5%
WA
875
Wealth Alliance
New York
$229K +$223K +4,142 New
33 34
35
36 37