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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
PWA
301
Phoenix Wealth Advisors
North Carolina
$5.51M
CAM
302
Cozad Asset Management
Illinois
$5.47M
Kovitz Investment Group Partners
303
Kovitz Investment Group Partners
Illinois
$5.45M
HSBC Holdings
304
HSBC Holdings
United Kingdom
$5.42M
BFG
305
Buttonwood Financial Group
Missouri
$5.42M
JFA
306
JNBA Financial Advisors
Minnesota
$5.36M
OSAM
307
O'Shaughnessy Asset Management
Connecticut
$5.3M
DWM
308
DecisionMap Wealth Management
Virginia
$5.2M
HI
309
Harbour Investments
Wisconsin
$5.19M
HFW
310
Horizon Family Wealth
Illinois
$5.14M
S
311
SharpePoint
Arizona
$5.09M
FFA
312
Florida Financial Advisors
Florida
$5M
AMG
313
Asset Management Group
Connecticut
$5M
BAM
314
Belpointe Asset Management
Nevada
$4.99M
FCA
315
Fortis Capital Advisors
Kansas
$4.99M
BBA
316
Braun-Bostich & Associates
Pennsylvania
$4.95M
CCAL
317
City Center Advisors LLC
Michigan
$4.92M
BCI
318
Brinker Capital Investments
Pennsylvania
$4.92M
UCFA
319
United Capital Financial Advisors
Texas
$4.89M
TW
320
TritonPoint Wealth
Maryland
$4.88M
FIA
321
Foundations Investment Advisors
Arizona
$4.86M
AQR Capital Management
322
AQR Capital Management
Connecticut
$4.79M
Lido Advisors
323
Lido Advisors
California
$4.75M
PTC
324
Private Trust Company
Ohio
$4.68M
CWA
325
Clarus Wealth Advisors
Arizona
$4.67M