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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
MWC
376
MBM Wealth Consultants
Missouri
$3.01M
SW
377
Simplicity Wealth
New Jersey
$3.01M
Marshall Wace
378
Marshall Wace
United Kingdom
$3.01M
PA
379
Prism Advisors
California
$2.95M
DFG
380
Demars Financial Group
Washington
$2.92M
BCG
381
Breakwater Capital Group
New Jersey
$2.89M
KFGK
382
Keystone Financial Group (Kentucky)
Kentucky
$2.86M
RMAM
383
Raab & Moskowitz Asset Management
New Jersey
$2.86M
SRA
384
Secured Retirement Advisors
Minnesota
$2.84M
WWA
385
WCG Wealth Advisors
Nevada
$2.84M
VPP
386
Vertex Planning Partners
Illinois
$2.84M
CWM
387
Cordatus Wealth Management
Pennsylvania
$2.83M
GFPC
388
Global Financial Private Client
Florida
$2.81M
VW
389
Vance Wealth
California
$2.77M
PA
390
PSI Advisors
Florida
$2.77M
FDCDDQ
391
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.76M
CIM
392
Corda Investment Management
Texas
$2.73M
FF
393
Friday Financial
Iowa
$2.71M
SPIA
394
Steward Partners Investment Advisory
New York
$2.69M
OWA
395
Opal Wealth Advisors
New York
$2.69M
KCP
396
Kera Capital Partners
California
$2.67M
YWM
397
Yukon Wealth Management
Kansas
$2.66M
MCC
398
Money Concepts Capital
Florida
$2.63M
WA
399
Wambolt & Associates
Colorado
$2.62M
SFA
400
Sequoia Financial Advisors
Ohio
$2.61M