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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
EWP
1001
Elevation Wealth Partners
California
$21.6K +$21.1K +391 New
AWM
1002
Abound Wealth Management
Tennessee
$21.2K +$10.4K +194 +103%
UCB
1003
United Community Bank
South Carolina
$21K +$11.4K +211 +126%
GPFA
1004
Game Plan Financial Advisors
Ohio
$20.7K
CAL
1005
Capital Advisors Ltd
Ohio
$20K
HDIM
1006
Hanson & Doremus Investment Management
Vermont
$20K
EWA
1007
EverSource Wealth Advisors
Alabama
$18.9K +$15.6K +289 +545%
FMII
1008
Farmers & Merchants Investments Inc
Nebraska
$18.8K
CPA
1009
Cardiff Park Advisors
California
$18.1K
CHC
1010
City Holding Co
West Virginia
$16.9K
PP
1011
Pacifica Partners
Canada
$16.1K
PFBT
1012
Parkside Financial Bank & Trust
Missouri
$15.7K +$162 +3 +1%
TFG
1013
Team Financial Group
California
$15.4K +$54 +1 +0.4%
AWM
1014
Accredited Wealth Management
Kentucky
$14.6K +$151K +2,813 +1,070%
ANBT
1015
American National Bank & Trust
Texas
$14.4K
CTWM
1016
Cherry Tree Wealth Management
Minnesota
$14.3K
WTC
1017
WhitTier Trust Company
Nevada
$14.3K -$2.42K -45 -15%
BCM
1018
Boreal Capital Management
Florida
$13.8K
PCA
1019
Providence Capital Advisors
North Carolina
$12.7K +$9.05K +168 +275%
WA
1020
WPG Advisers
Maryland
$11.5K +$54 +1 +0.5%
Q1WB
1021
Quest 10 Wealth Builders
Virginia
$11.5K
HFS
1022
Hughes Financial Services
Virginia
$11.1K
AW
1023
Avion Wealth
Texas
$11K +$54 +1 +0.5%
Qube Research & Technologies (QRT)
1024
Qube Research & Technologies (QRT)
United Kingdom
$10.2K -$572K -10,616 -98%
QWM
1025
Quaker Wealth Management
New Jersey
$10.1K