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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
BWP
901
Bernardo Wealth Planning
Pennsylvania
$203K +$198K +3,670 New
SFPG
902
Stonebridge Financial Planning Group
Florida
$202K +$197K +3,652 New
RWM
903
Rockline Wealth Management
New York
$202K -$15.5K -288 -7%
MHWM
904
Montz Harcus Wealth Management
Louisiana
$202K +$196K +3,646 New
CIA
905
Cape Investment Advisory
Georgia
$202K -$148K -2,745 -43%
HSA
906
HBK Sorce Advisory
Pennsylvania
$201K +$196K +3,642 New
EA
907
Emerald Advisors
Washington
$200K +$195K +3,622 New
CWP
908
Concord Wealth Partners
Virginia
$200K -$88.9K -1,651 -31%
RIL
909
Rothschild Investment LLC
Illinois
$196K – – –
BLC
910
Brown, Lisle/Cummings
Rhode Island
$191K – – –
LI
911
LRI Investments
Florida
$187K – – –
CAM
912
Creekmur Asset Management
Illinois
$186K -$33K -612 -15%
TWM
913
Topsail Wealth Management
North Carolina
$181K – – –
EWM
914
Evermay Wealth Management
Virginia
$176K – – –
POIA
915
Pin Oak Investment Advisors
Texas
$167K – – –
AA
916
Ancora Advisors
Ohio
$167K – – –
SS
917
Sunbelt Securities
Texas
$165K +$126K +2,348 +374%
BTI
918
Blue Trust Inc
Georgia
$156K +$78.5K +1,458 +108%
SS
919
SBI Securities
Japan
$155K -$20K -372 -12%
CT
920
Colonial Trust
South Carolina
$154K – – –
ITIM
921
Indiana Trust & Investment Management
Indiana
$153K – – –
OA
922
Operose Advisors
Wisconsin
$153K +$4.95K +92 +3%
HWA
923
Heritage Wealth Advisors
Virginia
$138K +$15.8K +294 +13%
National Bank of Canada
924
National Bank of Canada
Quebec, Canada
$136K -$61K -1,133 -31%
DWM
925
Darwin Wealth Management
Florida
$135K -$23.2K -431 -15%
35 36
37
38 39