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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
CAAM
426
Cornerstone Advisors Asset Management
Pennsylvania
$2.22M
WANY
427
Wealthspire Advisors (New York)
New York
$2.22M
WAN
428
Wealth Advisors Northwest
Oregon
$2.21M
GL
429
Graypoint LLC
New York
$2.21M
TCWM
430
Total Clarity Wealth Management
Illinois
$2.14M
USCWA
431
U.S. Capital Wealth Advisors
Texas
$2.11M
WCM
432
WealthTrak Capital Management
Virginia
$2.11M
MNA
433
Manning & Napier Advisors
New York
$2.1M
RWM
434
Ritholtz Wealth Management
New York
$2.1M
FIC
435
FCG Investment Company
Tennessee
$2.07M
OMC
436
Old Mission Capital
Illinois
$2.04M
SWM
437
Seaside Wealth Management
California
$2.02M
BlackRock
438
BlackRock
New York
$2.02M
WWM
439
WJ Wealth Management
Arizona
$2M
MPIA
440
Milestones Private Investment Advisors
New York
$2M
MAS
441
MPWM Advisory Solutions
Georgia
$2M
CPL
442
CAP Partners LLC
Tennessee
$1.98M
Bank of Montreal
443
Bank of Montreal
Ontario, Canada
$1.97M
CPIG
444
Chicago Partners Investment Group
Illinois
$1.94M
BA
445
Bristlecone Advisors
Washington
$1.93M
BMD
446
Better Money Decisions
New Mexico
$1.92M
ACA
447
Affinity Capital Advisors
California
$1.89M
AWA
448
Arkadios Wealth Advisors
Georgia
$1.89M
IAA
449
Independent Advisor Alliance
North Carolina
$1.88M
GAM
450
Gotham Asset Management
New York
$1.87M