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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
CIR
926
Clear Investment Research
Georgia
$132K +$592 +11 +0.5%
NWMP
927
Noble Wealth Management PBC
Colorado
$128K +$125K +2,318 New
MMCM
928
Murphy & Mullick Capital Management
New York
$127K
UFAC
929
Urban Financial Advisory Corp
Illinois
$126K +$539 +10 +0.4%
PWAM
930
Private Wealth Asset Management
Iowa
$124K
TPCW
931
TD Private Client Wealth
New York
$120K -$23.6K -438 -17%
GA
932
Guerra Advisors
Florida
$112K +$109K +2,025 New
BFS
933
Bare Financial Services
Pennsylvania
$111K
TCOV
934
Trust Company of Vermont
Vermont
$106K
NB
935
NBT Bank
New York
$105K -$3.45K -64 -6%
HFS
936
Hantz Financial Services
Michigan
$105K +$99.4K +1,845 +3,075%
EWM
937
Evolution Wealth Management
Florida
$102K -$47.7K -885 -32%
DF
938
Dunhill Financial
United Kingdom
$93.1K +$90.6K +1,683 New
MSG
939
Main Street Group
Virginia
$90.5K +$377 +7 +0.4%
FFWM
940
Future Financial Wealth Management
Ohio
$90K
CMP
941
Coston McIsaac & Partners
Maine
$90K
HR
942
Howe & Rusling
New York
$89.5K -$93.7K -1,740 -52%
PCFFS
943
Pacific Center for Financial Services
California
$87.4K +$85.1K +1,580 New
AIC
944
Archer Investment Corporation
Indiana
$83.8K +$27.7K +515 +52%
PS
945
Pinney & Scofield
Massachusetts
$83.8K
NL
946
NVWM LLC
Pennsylvania
$80.8K
WIM
947
Westside Investment Management
California
$79.6K +$21.2K +394 +38%
CWM
948
Crowley Wealth Management
Delaware
$73.1K
PPA
949
Painted Porch Advisors
California
$73K +$71.1K +1,320 New
TIM
950
Thompson Investment Management
Wisconsin
$71.4K