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SPDR Portfolio S&P 500 Value ETF

1,030 hedge funds and large institutions have $22.2B invested in SPDR Portfolio S&P 500 Value ETF in 2025 Q2 according to their latest regulatory filings, with 96 funds opening new positions, 448 increasing their positions, 343 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

2% more capital invested

Capital invested by funds: $21.7B → $22.2B (+$507M)

5.13% less ownership

Funds ownership: 88.56%83.43% (-5.1%)

8% less funds holding in top 10

Funds holding in top 10: 170157 (-13)

Holders
1,030
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
157
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$19.4M
Puts
$1.21M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OHIS
226
Oak Harvest Investment Services
Texas
$9.8M
CIBC Private Wealth Group
227
CIBC Private Wealth Group
Georgia
$9.61M
HHGC
228
Hunting Hill Global Capital
New York
$9.6M
GWAM
229
Guardian Wealth Advisors (Minnesota)
Minnesota
$9.58M
AssetMark Inc
230
AssetMark Inc
California
$9.55M
PC
231
Pecaut & Co
Iowa
$9.5M
CIA
232
Concurrent Investment Advisors
Florida
$9.48M
PWG
233
Private Wealth Group
Florida
$9.33M
BWM
234
BCS Wealth Management
Tennessee
$9.26M
FF
235
Foronjy Financial
California
$9.25M
SAM
236
Smithbridge Asset Management
Pennsylvania
$9.13M
SSW
237
Stone Summit Wealth
Florida
$9.13M
PWG
238
Portside Wealth Group
Utah
$9.06M
FAIM
239
Financial Advocates Investment Management
Washington
$9.03M
FGC
240
Financial Gravity Companies
Texas
$8.95M
VA
241
VestGen Advisors
Illinois
$8.93M
WFPG
242
Waller Financial Planning Group
Ohio
$8.71M
JWS
243
Juncture Wealth Strategies
Arizona
$8.64M
PIS
244
POM Investment Strategies
North Carolina
$8.62M
GB
245
Gunma Bank
Japan
$8.54M
Susquehanna International Group
246
Susquehanna International Group
Pennsylvania
$8.52M
CAM
247
Cobblestone Asset Management
Virginia
$8.5M
AI
248
Auour Investments
Massachusetts
$8.44M
CSWG
249
Cardinal Strategic Wealth Guidance
Kentucky
$8.28M
TC
250
Trilogy Capital
California
$8.27M