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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
TWC
951
TD Waterhouse Canada
Ontario, Canada
$70.1K +$65.5K +1,217 +2,830%
MSWA
952
Marshall & Sterling Wealth Advisors
New York
$69.3K +$539 +10 +0.8%
ADL
953
Asset Dedication LLC
California
$67.1K
OIA
954
Optimum Investment Advisors
Illinois
$66.4K
FFC
955
First Financial Corp
Indiana
$64K
MAFA
956
MJT & Associates Financial Advisory
Minnesota
$61.9K -$20.9K -388 -26%
AIM
957
Access Investment Management
Georgia
$58.1K
BA
958
Ballast Advisors
Minnesota
$57.3K -$1.45K -27 -3%
BAM
959
Byrne Asset Management
New Jersey
$57.2K
GFWA
960
Grey Fox Wealth Advisors
Delaware
$57K +$55.5K +1,030 New
LAMC
961
Longview Asset Management (California)
California
$56.7K +$52.5K +974 +1,948%
SIC
962
Salem Investment Counselors
North Carolina
$56.3K +$54.1K +1,005 +7,731%
QCG
963
Quadrant Capital Group
Ohio
$55.3K +$53.9K +1,000 New
GWSA
964
Global Wealth Strategies & Associates
Colorado
$55.1K
MCM
965
Manchester Capital Management
Vermont
$53.3K +$51.9K +964 New
NFSG
966
Newbridge Financial Services Group
Florida
$50.4K
CA
967
Crewe Advisors
Utah
$50K +$4.09K +76 +9%
FLFS
968
Family Legacy Financial Solutions
North Carolina
$49.7K +$48.4K +898 New
SC
969
Steph & Co
Wisconsin
$49K
EP
970
Essential Partners
California
$48.1K +$46.8K +869 New
GWM
971
Grand Wealth Management
Michigan
$46.5K +$45.3K +841 New
WWMSC
972
Wagner Wealth Management (South Carolina)
South Carolina
$45.2K +$43.9K +816 New
TFM
973
TFC Financial Management
Massachusetts
$44.2K +$43K +799 New
SGK
974
Steigerwald Gordon & Koch
Virginia
$44K +$42.9K +796 New
SIS
975
Sound Income Strategies
Florida
$42.6K -$2.1K -39 -5%