We are live on ! Find out more
SPYV icon

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
CCFM
151
Clear Creek Financial Management
Washington
$19.3M +$518K +9,619 +3%
HFS
152
Horizon Financial Services
North Carolina
$19.1M +$1.08M +20,115 +6%
SFP
153
Strategic Financial Partners
Oregon
$19.1M -$179K -3,321 -1%
WCM
154
Windsor Capital Management
Arizona
$19.1M +$55.3K +1,027 +0.3%
AG
155
Ascent Group
Virginia
$19.1M -$1.64M -30,437 -8%
FA
156
Freestate Advisors
Kansas
$19M +$846K +15,717 +5%
NL
157
Navalign LLC
California
$18.9M +$182K +3,373 +1%
PFA
158
Pure Financial Advisors
California
$18.8M -$382K -7,088 -2%
SOS
159
Silver Oak Securities
Tennessee
$18.8M +$132K +2,455 +0.7%
RPGK
160
Retirement Planning Group (Kansas)
Kansas
$18.6M -$531K -9,867 -3%
SWP
161
Stratos Wealth Partners
Ohio
$18.4M +$1.25M +23,152 +7%
ML
162
McAdam LLC
Pennsylvania
$18.2M -$75K -1,393 -0.4%
TFA
163
TPG Financial Advisors
Oregon
$18.2M +$210K +3,906 +1%
CI
164
CX Institutional
Indiana
$17.7M +$863K +16,018 +5%
1IA
165
1834 Investment Advisors
Wisconsin
$17.4M +$617K +11,463 +4%
KPWS
166
Kestra Private Wealth Services
Texas
$16.4M -$298K -5,534 -2%
BCM
167
Brookstone Capital Management
Illinois
$16.3M -$1.12M -20,861 -7%
GLR
168
Great Lakes Retirement
Ohio
$15.9M +$122K +2,267 +0.8%
AF
169
Abound Financial
California
$15.8M +$144K +2,670 +0.9%
IA
170
IFG Advisory
Georgia
$15.6M +$643K +11,934 +4%
VCP
171
Verus Capital Partners
Arizona
$15.4M +$610K +11,332 +4%
RF
172
rebel Financial
Ohio
$15.3M -$14.4M -266,579 Closed
Fifth Third Bancorp
173
Fifth Third Bancorp
Ohio
$15.2M +$684K +12,700 +5%
NG
174
Novem Group
New York
$15M +$2.16M +40,021 +17%
PWM
175
Power Wealth Management
Georgia
$14.5M +$1.37M +25,408 +11%