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
HA
201
Hofer & Associates
California
$11.6M +$79.1K +1,468 +0.7%
NECFA
202
New England Capital Financial Advisors
Connecticut
$11.6M -$80.6K -1,496 -0.7%
GFG
203
Goldstone Financial Group
Illinois
$11.4M -$487K -9,048 -4%
GWAM
204
Guardian Wealth Advisors (Minnesota)
Minnesota
$11.4M +$1.2M +22,222 +12%
MFG
205
Merit Financial Group
Georgia
$11.3M -$1.85M -34,376 -14%
CIA
206
Concurrent Investment Advisors
Florida
$11.3M +$1.25M +23,130 +13%
PWG
207
Portside Wealth Group
Utah
$11.2M +$1.57M +29,240 +17%
GG
208
GenWealth Group
New Jersey
$11.1M +$286K +5,303 +3%
RA
209
RFG Advisory
Alabama
$11.1M +$6.92M +128,414 +179%
PIS
210
POM Investment Strategies
North Carolina
$11M +$1.8M +33,455 +20%
CIBC Private Wealth Group
211
CIBC Private Wealth Group
Georgia
$10.9M +$743K +13,790 +8%
GWM
212
Gibbs Wealth Management
Georgia
$10.9M -$1.48M -27,458 -12%
PC
213
Promus Capital
Illinois
$10.9M +$250K +4,637 +2%
AWM
214
Axxcess Wealth Management
California
$10.6M -$36.6K -679 -0.4%
CWM
215
Collaborative Wealth Management
Florida
$10.6M -$89.6K -1,663 -0.9%
PWG
216
Private Wealth Group
Florida
$10.5M +$608K +11,292 +6%
SAM
217
Smithbridge Asset Management
Pennsylvania
$10.3M +$604K +11,209 +6%
OHIS
218
Oak Harvest Investment Services
Texas
$10.3M -$83.6K -1,552 -0.8%
PC
219
Pecaut & Co
Iowa
$10.2M +$170K +3,150 +2%
TC
220
TownSquare Capital
Utah
$10.2M -$4.97M -92,291 -33%
SC
221
Savant Capital
Illinois
$10.1M -$284K -5,283 -3%
CAM
222
Cresset Asset Management
Illinois
$10M +$8.57M +159,170 +736%
AssetMark Inc
223
AssetMark Inc
California
$9.92M -$164K -3,047 -2%
BWM
224
BCS Wealth Management
Tennessee
$9.78M -$12.8K -238 -0.1%
FFA
225
Farther Finance Advisors
California
$9.75M +$1.15M +21,383 +14%