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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
VFS
451
Valpey Financial Services
New Hampshire
$1.86M
FFA
452
Founders Financial Alliance
North Carolina
$1.86M
WFS
453
Weitzel Financial Services
Iowa
$1.81M
LWANC
454
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.81M
Janus Henderson Group
455
Janus Henderson Group
United Kingdom
$1.8M
NS
456
NBC Securities
Alabama
$1.8M
EA
457
Eclectic Associates
California
$1.8M
TCM
458
Tradewinds Capital Management
Washington
$1.78M
AWAU
459
Alliance Wealth Advisors (Utah)
Utah
$1.75M
SIAS
460
Summit Investment Advisory Services
Minnesota
$1.75M
AA
461
Altman Advisors
Illinois
$1.74M
RZH
462
Relyea Zuckerberg Hanson
Connecticut
$1.73M
IA
463
IFP Advisors
Florida
$1.73M
SF
464
Slagle Financial
Illinois
$1.72M
WP
465
WealthShield Partners
North Carolina
$1.71M
RFN
466
RDA Financial Network
Iowa
$1.71M
RSA
467
River Street Advisors
Illinois
$1.7M
EGA
468
E&G Advisors
Texas
$1.7M
SIA
469
Summit Investment Advisors
Maryland
$1.69M
EFG
470
Elios Financial Group
Ohio
$1.68M
AFP
471
Ausdal Financial Partners
Iowa
$1.68M
BNP Paribas Financial Markets
472
BNP Paribas Financial Markets
France
$1.67M
PCS
473
Private Client Services
Kentucky
$1.67M
FCP
474
Fidelis Capital Partners
Florida
$1.66M
LA
475
Lifeworks Advisors
Michigan
$1.66M