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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
JWM
476
Jacksonville Wealth Management
Florida
$1.61M
CFIA
477
Cantor Fitzgerald Investment Advisors
New York
$1.61M
HFA
478
Hutchinson Financial Advisors
Virginia
$1.6M
DI
479
DAGCO Inc
Ohio
$1.6M
PNC Financial Services Group
480
PNC Financial Services Group
Pennsylvania
$1.59M
TFCP
481
Twin Focus Capital Partners
Massachusetts
$1.58M
CAS
482
Coppell Advisory Solutions
Texas
$1.58M
SP
483
Stonebrook Private
Michigan
$1.58M
PWH
484
Priebe Wealth Holdings
Minnesota
$1.57M
IF
485
Intrua Financial
Texas
$1.56M
WMR
486
Wealth Management Resources
Rhode Island
$1.55M
OFS
487
OneAscent Financial Services
Alabama
$1.54M
RWMH
488
Riverpoint Wealth Management Holdings
Illinois
$1.53M
RCAG
489
Rehmann Capital Advisory Group
Michigan
$1.53M
OBWG
490
Onyx Bridge Wealth Group
New York
$1.52M
Invesco
491
Invesco
Georgia
$1.51M
FT
492
Fiduciary Trust
Massachusetts
$1.51M
RFN
493
Redwood Financial Network
Ohio
$1.49M
BAG
494
Bridgewealth Advisory Group
California
$1.49M
AF
495
Apollon Financial
South Carolina
$1.48M
SMA
496
Seven Mile Advisory
New Jersey
$1.47M
IHWM
497
Iron Horse Wealth Management
Iowa
$1.46M
IFA
498
Index Fund Advisors
California
$1.45M
BWFA
499
Baltimore-Washington Financial Advisors
Maryland
$1.44M
FPW
500
Flagship Private Wealth
Massachusetts
$1.44M