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State Street SPDR Portfolio S&P 500 Value ETF

1,037 hedge funds and large institutions have $22.2B invested in State Street SPDR Portfolio S&P 500 Value ETF in 2025 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 450 increasing their positions, 344 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 (+$495M)

5.42% less ownership

Funds ownership: 88.7%83.28% (-5.4%)

8% less funds holding in top 10

Funds holding in top 10: 171157 (-14)

Holders
1,037
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
PWM
276
Penobscot Wealth Management
Maine
$6.65M
GCA
277
Greenwood Capital Associates
South Carolina
$6.64M
SFG
278
Snider Financial Group
Washington
$6.63M
MWM
279
Modera Wealth Management
New Jersey
$6.62M
SIM
280
Synergy Investment Management
Florida
$6.53M
FPAS
281
Focus Partners Advisor Solutions
Missouri
$6.46M
MA
282
Mutual Advisors
Nebraska
$6.42M
IPW
283
Intergy Private Wealth
Colorado
$6.4M
HPC
284
HM Payson & Co
Maine
$6.38M
SWM
285
Spire Wealth Management
Virginia
$6.25M
GWSG
286
GPS Wealth Strategies Group
Colorado
$6.14M
Natixis Advisors
287
Natixis Advisors
Massachusetts
$6.09M
FIM
288
Freedom Investment Management
Connecticut
$6.07M
SCP
289
Stevens Capital Partners
Nebraska
$6.07M
AAS
290
Asset Allocation Strategies
Michigan
$5.96M
Ensign Peak Advisors
291
Ensign Peak Advisors
Utah
$5.87M
CFG
292
Cooper Financial Group
California
$5.76M
TC
293
TAGStone Capital
North Carolina
$5.75M
IWP
294
IAG Wealth Partners
Wisconsin
$5.72M
SGWM
295
Sterling Group Wealth Management
California
$5.68M
Koshinski Asset Management
296
Koshinski Asset Management
Illinois
$5.65M
ATWA
297
Arbor Trust Wealth Advisors
Michigan
$5.61M
OAM
298
Occidental Asset Management
California
$5.58M
PAS
299
Park Avenue Securities
New York
$5.56M
GWP
300
Gateway Wealth Partners
Wisconsin
$5.53M