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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
LMKC
1076
L.M. Kohn & Company
Ohio
-$385K -7,365 Closed
NWAG
1077
Net Worth Advisory Group
Utah
-$366K -7,000 Closed
FTUS
1078
Flow Traders U.S.
New York
-$363K -6,941 Closed
STA
1079
Summit Trail Advisors
New York
-$336K -6,422 Closed
AG
1080
AmeriFlex Group
Nevada
-$297K -5,725 Closed
AWM
1081
Apollon Wealth Management
South Carolina
-$289K -5,527 Closed
CFA
1082
Capstone Financial Advisors
Illinois
-$282K -5,387 Closed
SWGC
1083
Summit Wealth Group (Colorado)
Colorado
-$277K -5,285 Closed
CAMV
1084
Concord Asset Management (Virginia)
Virginia
-$276K -5,264 Closed
SFB
1085
STAR Financial Bank
Indiana
-$253K -4,832 Closed
VFG
1086
Victory Financial Group
Texas
-$245K -4,679 Closed
ZI
1087
ZEGA Investments
Florida
-$237K -4,536 Closed
VNA
1088
Valley National Advisers
Pennsylvania
-$227K -4,352 Closed
WCFA
1089
Walkner Condon Financial Advisors
Wisconsin
-$225K -4,303 Closed
BIG
1090
Brookwood Investment Group
Arizona
-$209K -3,985 Closed
NI
1091
Natural Investments
California
-$201K -3,859 Closed
BCMLT
1092
Beacon Capital Management LLC (Tennessee)
Tennessee
-$113K -2,167 Closed
T
1093
Transce3nd
Texas
-$44.6K -853 Closed
MPWT
1094
MassMutual Private Wealth & Trust
Connecticut
-$42K -802 Closed
WTFG
1095
Wood Tarver Financial Group
Idaho
-$36K -694 Closed
GC
1096
Garde Capital
Washington
-$34.3K -655 Closed
TSMHT
1097
Thurston Springer Miller Herd & Titak
Indiana
-$29.9K -572 Closed
OW
1098
Olistico Wealth
Oklahoma
-$18.8K -360 Closed
AP
1099
Atwood & Palmer
Missouri
-$16K -306 Closed
NCM
1100
Northwest Capital Management
Oregon
-$12.2K -233 Closed