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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
QC
251
Quent Capital
New York
$8.27M
LWP
252
Laurel Wealth Planning
Minnesota
$8.2M
AWS
253
Atria Wealth Solutions
New York
$8.19M
FFA
254
Farther Finance Advisors
California
$8.11M
1WM
255
1900 Wealth Management
Texas
$8.06M
KFI
256
Key Financial Inc
Pennsylvania
$8.04M
AFTS
257
American Financial & Tax Strategies
New York
$7.88M
LA
258
Lynch & Associates
Indiana
$7.88M
TF
259
TME Financial
California
$7.77M
PFG
260
PAX Financial Group
Texas
$7.76M
UFA
261
Uptown Financial Advisors
Texas
$7.44M
IWN
262
Independent Wealth Network
Iowa
$7.37M
PWM
263
Partnership Wealth Management
Maryland
$7.27M
RCWM
264
Red Crane Wealth Management
California
$7.26M
MWA
265
Motive Wealth Advisors
Michigan
$7.25M
VVP
266
Venture Visionary Partners
Ohio
$7.11M
SWA
267
Stratos Wealth Advisors
Ohio
$7.1M
DWM
268
Denver Wealth Management
Colorado
$7.09M
CWMS
269
Cannon Wealth Management Services
North Carolina
$7.08M
IP
270
Ignite Planners
California
$7.07M
AFA
271
AA Financial Advisors
Ohio
$7.07M
B
272
Bensler
Washington
$7.01M
CAGAS
273
Capital Advisory Group Advisory Services
Minnesota
$6.97M
CWA
274
Centennial Wealth Advisory
Michigan
$6.82M
AWA
275
Arete Wealth Advisors
Illinois
$6.77M