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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
BIM
1051
Breakwater Investment Management
Washington
$1.44K
TRCT
1052
Tower Research Capital (TRC)
New York
$1.33K -$554K -10,296 -100%
PAM
1053
Palisade Asset Management
Minnesota
$1.33K +$1.29K +24 New
EWM
1054
EPG Wealth Management
Georgia
$1.28K +$1.24K +23 New
RWM
1055
Rialto Wealth Management
New York
$886
FCMT
1056
Founders Capital Management (Texas)
Texas
$235
DFA
1057
DHJJ Financial Advisors
Illinois
$173
MYIA
1058
Mount Yale Investment Advisors
Colorado
-$42.7M -815,592 Closed
ICMM
1059
Integrated Capital Management (Michigan)
Michigan
-$22.2M -419,637 Closed
FAIM
1060
Financial Advocates Investment Management
Washington
-$9.03M -172,588 Closed
Susquehanna International Group
1061
Susquehanna International Group
Pennsylvania
-$8.77M -162,833 Closed
HF
1062
HRT Financial
New York
-$3.27M -62,533 Closed
Marshall Wace
1063
Marshall Wace
United Kingdom
-$3.01M -57,469 Closed
OFS
1064
OneAscent Financial Services
Alabama
-$1.54M -29,090 Closed
SL
1065
SWMG LLC
Texas
-$935K -17,468 Closed
AWM
1066
Able Wealth Management
New Jersey
-$880K -16,819 Closed
Jane Street
1067
Jane Street
New York
-$810K -15,040 Closed
AAP
1068
Arax Advisory Partners
Colorado
-$719K -13,745 Closed
FPCP
1069
Fort Point Capital Partners
California
-$688K -13,148 Closed
HA
1070
Herold Advisors
New York
-$672K -12,839 Closed
LWM
1071
LeConte Wealth Management
Tennessee
-$669K -12,786 Closed
JCIA
1072
Jackson Creek Investment Advisors
Colorado
-$552K -10,546 Closed
CAG
1073
Csenge Advisory Group
Florida
-$528K -10,423 Closed
CCMG
1074
Clark Capital Management Group
Pennsylvania
-$449K -8,577 Closed
EP
1075
Edgestream Partners
New Jersey
-$419K -8,000 Closed