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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
CI
351
Ceera Investments
Texas
$3.7M
Comerica Bank
352
Comerica Bank
Texas
$3.7M
RTL
353
Red Tortoise LLC
Georgia
$3.67M
MAMG
354
Milestone Asset Management Group
Connecticut
$3.61M
Citigroup
355
Citigroup
New York
$3.57M
AI
356
Atria Investments
North Carolina
$3.56M
PCIA
357
Prime Capital Investment Advisors
Kansas
$3.51M
CSPIA
358
Cary Street Partners Investment Advisory
Virginia
$3.49M
BC
359
Burney Company
Virginia
$3.48M
SW
360
SVB Wealth
Massachusetts
$3.44M
JFG
361
JDM Financial Group
Texas
$3.44M
Renaissance Technologies
362
Renaissance Technologies
New York
$3.43M
PWM
363
Perigon Wealth Management
California
$3.42M
CWM
364
Cornerstone Wealth Management
Missouri
$3.35M
ITB
365
Idaho Trust Bank
Idaho
$3.33M
GEA
366
Glen Eagle Advisors
New Jersey
$3.31M
US Bancorp
367
US Bancorp
Minnesota
$3.27M
HF
368
HRT Financial
New York
$3.27M
PFS
369
Prospera Financial Services
Texas
$3.21M
AIS
370
American Investment Services
Massachusetts
$3.18M
FMTCOCP
371
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$3.11M
GK
372
Graney & King
New York
$3.1M
BMWS
373
Brady Martz Wealth Solutions
North Dakota
$3.1M
CAL
374
Capital Analysts LLC
Pennsylvania
$3.08M
EWM
375
Empirical Wealth Management
Washington
$3.07M