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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
Financial Engines Advisors
1
Financial Engines Advisors
California
$4.52B +$34.6M +642,820 +0.8%
LPL Financial
2
LPL Financial
California
$2.57B +$70M +1,299,977 +3%
Goldman Sachs
3
Goldman Sachs
New York
$1.23B +$1.04B +19,386,067 +683%
AF
4
Allworth Financial
California
$1.07B +$144M +2,682,951 +16%
Morgan Stanley
5
Morgan Stanley
New York
$496M -$44.5M -827,100 -8%
Ameriprise
6
Ameriprise
Minnesota
$475M +$16.4M +304,642 +4%
VA
7
Valmark Advisers
Ohio
$471M +$12.7M +236,642 +3%
JP Morgan Chase
8
JP Morgan Chase
New York
$413M +$14.3M +264,960 +4%
UBS Group
9
UBS Group
Switzerland
$402M +$35.7M +662,367 +10%
Bank of America
10
Bank of America
North Carolina
$367M +$8.56M +158,976 +2%
Raymond James Financial
11
Raymond James Financial
Florida
$328M +$5.55M +103,125 +2%
AA
12
Advisory Alpha
Michigan
$311M +$21.2M +394,409 +8%
WJA
13
Willis Johnson & Associates
Texas
$289M +$44.5M +826,017 +19%
EH
14
Equitable Holdings
New York
$270M -$416K -7,720 -0.2%
DWM
15
Dynasty Wealth Management
Florida
$262M +$29.3M +543,699 +13%
Wealth Enhancement Advisory Services
16
Wealth Enhancement Advisory Services
Minnesota
$256M +$7.64M +141,958 +3%
QWP
17
Quotient Wealth Partners
Texas
$252M +$8.74M +162,236 +4%
VIA
18
Vantagepoint Investment Advisers
District of Columbia
$247M +$240M +4,463,460 New
NP
19
NorthRock Partners
Minnesota
$245M -$10.2M -188,845 -4%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$240M -$18.3M -339,131 -7%
TIAA Trust, National Association
21
TIAA Trust, National Association
North Carolina
$240M +$27.3M +506,795 +13%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$227M +$21.4M +397,977 +11%
Carson Wealth (CWM LLC)
23
Carson Wealth (CWM LLC)
Nebraska
$225M -$6.13M -113,881 -3%
HI
24
Horizon Investments
North Carolina
$201M -$60.1M -1,115,276 -23%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$201M -$30M -556,431 -13%