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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
FIM
976
FWL Investment Management
Texas
$40.7K
KG
977
Kilter Group
New York
$39.7K +$38.6K +717 New
NSIM
978
North Star Investment Management
Illinois
$38.9K +$162 +3 +0.4%
BL
979
Balentine LLC
Georgia
$38.2K -$10.6K -197 -22%
AUB
980
Atlantic Union Bankshares
Virginia
$38K +$162 +3 +0.4%
VWA
981
VSM Wealth Advisory
Maryland
$36.4K +$162 +3 +0.5%
PA
982
Parallel Advisors
California
$35.7K +$215 +4 +0.6%
LWMI
983
Legacy Wealth Management (Idaho)
Idaho
$35.3K -$2.69K -50 -7%
PMFA
984
Plante Moran Financial Advisors
Michigan
$33.5K
PPC
985
Park Place Capital
Alabama
$33K
Barclays
986
Barclays
United Kingdom
$32.1K
OWP
987
ORG Wealth Partners
Texas
$31.9K
FDCP
988
Foster Dykema Cabot & Partners
Massachusetts
$31.5K
PA
989
Pineridge Advisors
Missouri
$30.4K -$215 -4 -0.7%
BCWM
990
Bartlett & Co Wealth Management
Ohio
$30.1K
AT
991
Arlington Trust
Alabama
$29.6K
CFO
992
CVA Family Office
Colorado
$29.5K +$1.78K +33 +7%
TF
993
Tompkins Financial
New York
$29.1K
FAI
994
Fiduciary Advisors Inc
Missouri
$27.9K +$162 +3 +0.6%
APW
995
Atlantic Private Wealth
North Carolina
$27.8K
AFWM
996
Abich Financial Wealth Management
Virginia
$27.4K +$26.7K +495 New
TIM
997
Tortoise Investment Management
New York
$23.8K
HFM
998
Hartford Financial Management
Connecticut
$23.2K
Kayne Anderson Rudnick Investment Management
999
Kayne Anderson Rudnick Investment Management
California
$22.4K
WTA
1000
Washington Trust Advisors
Massachusetts
$22.2K +$21.6K +402 New