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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
PFG
326
Pacific Financial Group
Washington
$4.59M
CFG
327
Citizens Financial Group
Rhode Island
$4.46M
RBWA
328
RFG - Bristol Wealth Advisors
Massachusetts
$4.46M
IA
329
Inspire Advisors
Idaho
$4.45M
SHJ
330
Sharkey, Howes & Javer
Colorado
$4.43M
P
331
&Partners
Tennessee
$4.37M
GSWM
332
Golden State Wealth Management
California
$4.25M
SL
333
Salomon & Ludwin
Virginia
$4.2M
MCM
334
MidAtlantic Capital Management
Virginia
$4.19M
JWCA
335
J.W. Cole Advisors
Florida
$4.16M
UAG
336
United Advisor Group
Ohio
$4.15M
IA
337
Integrity Alliance
Iowa
$4.14M
PIFP
338
Partners in Financial Planning
Virginia
$4.07M
TFA
339
Tranquilli Financial Advisor
New Jersey
$4.04M
TSWM
340
Tyler-Stone Wealth Management
Ohio
$3.94M
PA
341
PFG Advisors
Arizona
$3.91M
AMM
342
American Money Management
California
$3.89M
CWM
343
Copia Wealth Management
Oregon
$3.86M
IJWM
344
Inman Jager Wealth Management
Mississippi
$3.82M
AAS
345
Ameritas Advisory Services
Nebraska
$3.79M
KFP
346
Keener Financial Planning
Texas
$3.78M
CAPTRUST Financial Advisors
347
CAPTRUST Financial Advisors
North Carolina
$3.76M
RA
348
RFG Advisory
Alabama
$3.75M
TDWM
349
Topel & Distasi Wealth Management
California
$3.73M
WC
350
Waterloo Capital
Texas
$3.71M