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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
FA
401
Faithward Advisors
Pennsylvania
$2.56M
WFS
402
WealthGarden F.S.
California
$2.55M
AF
403
Advisornet Financial
Minnesota
$2.52M
EWA
404
EP Wealth Advisors
California
$2.51M
AWP
405
Axis Wealth Partners
Rhode Island
$2.5M
1SB
406
1ST Source Bank
Indiana
$2.49M
RWM
407
Riverchase Wealth Management
Texas
$2.49M
JSL
408
JT Stratford LLC
Georgia
$2.48M
TWP
409
Tower Wealth Partners
Pennsylvania
$2.47M
IC
410
Innealta Capital
Texas
$2.47M
CGFA
411
Colton Groome Financial Advisors
North Carolina
$2.45M
FA
412
Fountainhead AM
New Jersey
$2.44M
WFP
413
Wrenne Financial Planning
Kentucky
$2.44M
AA
414
ArborFi Advisors
Michigan
$2.42M
CAC
415
Certified Advisory Corp
Florida
$2.38M
SIM
416
Stratos Investment Management
Ohio
$2.34M
NG
417
Norden Group
Utah
$2.32M
RIS
418
Retirement Income Solutions
Michigan
$2.32M
OCM
419
One Capital Management
California
$2.3M
QCM
420
Quantinno Capital Management
New York
$2.3M
LDB
421
Lee, Danner & Bass
Tennessee
$2.29M
WFA
422
Wells Financial Advisors
Massachusetts
$2.29M
FA
423
FF Advisors
California
$2.27M
TI
424
Tidal Investments
Wisconsin
$2.25M
FWMP
425
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$2.24M