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SPDR Portfolio S&P 500 Value ETF
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Overview Fund Activity

1,026 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 95 funds opening new positions, 447 increasing their positions, 341 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,026
Holders Change
+25
Holders Change %
+2.5%
% of All Funds
13.76%
Holding in Top 10
157
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-7.65%
% of All Funds
2.11%
New
95
Increased
447
Reduced
341
Closed
44
Calls
$19.4M
Puts
$1.21M
Net Calls
+$18.2M
Net Calls Change
+$6.47M

Top Buyers

1
LPL Financial
LPL Financial
California
+$123M
2
Financial Engines Advisors
Financial Engines Advisors
California
+$119M
3
Goldman Sachs
Goldman Sachs
New York
+$74.1M
4
SFC
Strategic Financial Concepts
Texas
+$50.5M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$49.1M

Top Sellers

1
DFG
Demars Financial Group
Washington
-$907M
2
TC
TownSquare Capital
Utah
-$176M
3
Franklin Resources
Franklin Resources
California
-$170M
4
Ameriprise
Ameriprise
Minnesota
-$37.1M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$35.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
SW
376
Simplicity Wealth
New Jersey
$3.01M +$540K +10,324 +22%
Marshall Wace
377
Marshall Wace
United Kingdom
$3.01M +$3.01M +57,469 New
PA
378
Prism Advisors
California
$2.95M -$339K -6,468 -10%
DFG
379
Demars Financial Group
Washington
$2.92M -$907M -17,324,316 -100%
BCG
380
Breakwater Capital Group
New Jersey
$2.89M +$44.6K +853 +2%
KFGK
381
Keystone Financial Group (Kentucky)
Kentucky
$2.86M -$117K -2,237 -4%
RMAM
382
Raab & Moskowitz Asset Management
New Jersey
$2.86M -$216K -4,130 -7%
SRA
383
Secured Retirement Advisors
Minnesota
$2.84M +$48.3K +923 +2%
WWA
384
WCG Wealth Advisors
Nevada
$2.84M -$99.8K -1,906 -3%
VPP
385
Vertex Planning Partners
Illinois
$2.84M +$36.3K +694 +1%
CWM
386
Cordatus Wealth Management
Pennsylvania
$2.83M -$471 -9 -0%
GFPC
387
Global Financial Private Client
Florida
$2.81M +$2.67K +51 +0.1%
VW
388
Vance Wealth
California
$2.77M -$241K -4,614 -8%
PA
389
PSI Advisors
Florida
$2.77M +$48.7K +931 +2%
FDCDDQ
390
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.76M +$28.3K +541 +1%
CIM
391
Corda Investment Management
Texas
$2.73M +$1.68K +32 +0.1%
FF
392
Friday Financial
Iowa
$2.71M +$1.52K +29 +0.1%
SPIA
393
Steward Partners Investment Advisory
New York
$2.69M -$134K -2,558 -5%
OWA
394
Opal Wealth Advisors
New York
$2.69M +$177K +3,378 +7%
KCP
395
Kera Capital Partners
California
$2.67M +$1.94M +36,993 +265%
YWM
396
Yukon Wealth Management
Kansas
$2.66M -$665K -12,708 -20%
MCC
397
Money Concepts Capital
Florida
$2.63M -$272K -5,203 -9%
WA
398
Wambolt & Associates
Colorado
$2.62M -$64.7K -1,224 -2%
SFA
399
Sequoia Financial Advisors
Ohio
$2.61M -$181K -3,465 -6%
FA
400
Faithward Advisors
Pennsylvania
$2.56M +$104K +1,996 +4%
14 15
16
17 18