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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
BDPWM
1026
Barnes Dennig Private Wealth Management
Ohio
$10K
CTC
1027
Central Trust Company
Missouri
$10K
VWA
1028
Valued Wealth Advisors
Utah
$9.63K
KWM
1029
Kiker Wealth Management
Georgia
$9.19K +$8.94K +166 New
KFP
1030
Kerr Financial Planning
California
$8.1K +$7.75K +144 New
HWP
1031
Highline Wealth Partners
California
$7.58K
RWA
1032
Redmont Wealth Advisors
Illinois
$7.47K
Deutsche Bank
1033
Deutsche Bank
Germany
$7.47K +$1.62K +30 +29%
EB
1034
Eastern Bank
Massachusetts
$6.64K
ACM
1035
Anfield Capital Management
California
$6.53K
GI
1036
GAMMA Investing
California
$6.47K
WSFS
1037
Wilmington Savings Fund Society
Delaware
$6.31K -$406K -7,536 -99%
BCM
1038
Blume Capital Management
California
$6.2K +$6.03K +112 New
BBHC
1039
Brown Brothers Harriman & Co
New York
$5.26K
HBW
1040
Hazlett, Burt & Watson
West Virginia
$5K -$2.15K -40 -32%
CB
1041
CNB Bank
Pennsylvania
$4.98K -$1.35K -25 -22%
VCM
1042
Versant Capital Management
Arizona
$4.81K +$162 +3 +4%
Group One Trading
1043
Group One Trading
Illinois
$4.59K
MWA
1044
Medallion Wealth Advisors
Connecticut
$3.5K
PAG
1045
Paladin Advisory Group
Iowa
$3.38K
SHIM
1046
Stone House Investment Management
Pennsylvania
$3.33K
CPG
1047
Cornerstone Planning Group
New Jersey
$2.26K -$69.8K -1,297 -96%
SAS
1048
Spurstone Advisory Services
Connecticut
$2.21K
HB
1049
Horizon Bancorp
Indiana
$2K
LCM
1050
Logan Capital Management
Pennsylvania
$1.72K