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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
AF
76
Arrow Financial
New York
$43.4M -$801K -14,880 -2%
AI
77
Accredited Investors
Minnesota
$42.5M -$1.13M -20,976 -3%
BWG
78
Balanced Wealth Group
Ohio
$40.5M -$119K -2,217 -0.3%
GIA
79
Gladstone Institutional Advisory
Florida
$40.4M -$1.97M -36,569 -5%
TVAMP
80
Tennessee Valley Asset Management Partners
Tennessee
$39.5M +$72K +1,337 +0.2%
CI
81
Constellation Investments
Ohio
$39.4M
VC
82
Vicus Capital
Pennsylvania
$38.9M +$3.1M +57,529 +9%
Creative Planning
83
Creative Planning
Kansas
$38.7M +$2.34M +43,525 +7%
WCAMG
84
Woodard & Company Asset Management Group
North Carolina
$38.7M +$82.4K +1,530 +0.2%
CC
85
Courier Capital
New York
$38.2M +$1.54M +28,560 +4%
Jones Financial Companies
86
Jones Financial Companies
Missouri
$38.2M +$4.35M +80,698 +13%
CF
87
Convergence Financial
Missouri
$38.1M +$7.2M +133,654 +24%
Thrivent Financial for Lutherans
88
Thrivent Financial for Lutherans
Minnesota
$38M +$36.2M +672,177 +4,546%
SA
89
Sanctuary Advisors
Indiana
$36.8M +$3.23M +59,958 +10%
MA
90
MONECO Advisors
Connecticut
$36.6M +$2.67M +49,661 +8%
AWM
91
Avior Wealth Management
Nebraska
$36.5M +$2.21M +41,113 +7%
EFL
92
ERn Financial LLC
Wisconsin
$35.7M +$3.49M +64,828 +11%
Prudential Financial
93
Prudential Financial
New Jersey
$35.5M -$2.25M -41,701 -6%
DWM
94
Dakota Wealth Management
Florida
$34.8M -$372K -6,913 -1%
Janney Montgomery Scott
95
Janney Montgomery Scott
Pennsylvania
$34.7M -$9.02M -167,555 -21%
KOC
96
Koss-Olinger Consulting
Florida
$34.3M -$326K -6,049 -0.9%
CIM
97
Confluence Investment Management
Missouri
$33.8M -$4.06M -75,353 -11%
HSWS
98
Higgins & Schmidt Wealth Strategies
Colorado
$32.5M +$1.28M +23,762 +4%
HBT
99
Hills Bank & Trust
Iowa
$32.4M +$5.91M +109,724 +23%
TFGT
100
TS Financial Group (TSFG)
Illinois
$32.1M +$2.85M +53,008 +10%