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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
WA
101
Waverly Advisors
Alabama
$31.4M +$2.06M +38,169 +7%
GWM
102
Geneos Wealth Management
Colorado
$31.4M +$284K +5,271 +0.9%
Northern Trust
103
Northern Trust
Illinois
$31.3M +$477K +8,858 +2%
NA
104
NewEdge Advisors
Louisiana
$31.2M -$39.7K -738 -0.1%
APP
105
Avantax Planning Partners
Iowa
$31.2M -$931K -17,284 -3%
FTS
106
Fifth Third Securities
Ohio
$31.1M +$1.17M +21,653 +4%
AWA
107
Alta Wealth Advisors
Massachusetts
$31M +$3.52M +65,318 +13%
ACA
108
Ackerman Capital Advisors
Texas
$30.8M +$4.64M +86,115 +18%
GVAG
109
Great Valley Advisor Group
Delaware
$30.7M +$569K +10,574 +2%
LFPWM
110
Leicht Financial Planning & Wealth Management
New Jersey
$30.6M -$132K -2,450 -0.4%
SA
111
Scarborough Advisors
Maryland
$30.2M -$30.2M -560,801 -51%
IWA
112
Inspirion Wealth Advisors
Illinois
$30.1M +$1.78M +32,994 +6%
SFP
113
Shepherd Financial Partners
Massachusetts
$29.8M +$1.08M +20,074 +4%
CWA
114
Choice Wealth Advisors
Maine
$29.7M -$123K -2,290 -0.4%
PWPS
115
Pinnacle Wealth Planning Services
Ohio
$29.6M +$1.83M +33,918 +7%
MWPCG
116
Measured Wealth Private Client Group
New Hampshire
$29.3M +$98.8K +1,835 +0.3%
BOPW
117
Brandywine Oak Private Wealth
Pennsylvania
$28.9M +$111K +2,069 +0.4%
SFM
118
Signet Financial Management
New Jersey
$28M -$237K -4,393 -0.9%
BW
119
BIP Wealth
Georgia
$27.6M -$796K -14,789 -3%
RA
120
Rodgers & Associates
Pennsylvania
$27.3M +$285K +5,295 +1%
EWA
121
ERTS Wealth Advisors
Michigan
$26.9M +$938K +17,415 +4%
RA
122
Riversedge Advisors
Delaware
$26.7M -$1.18M -21,833 -4%
MOS
123
MGO One Seven
Ohio
$26.6M +$1.33M +24,687 +5%
HG
124
Harbor Group
New Hampshire
$26.4M +$243K +4,509 +1%
Envestnet Portfolio Solutions
125
Envestnet Portfolio Solutions
Illinois
$26.2M -$7.07M -131,235 -22%