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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
FNWA
501
Financial Network Wealth Advisors
Utah
$1.44M
CWMGP
502
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$1.43M
IWS
503
Integrity Wealth Solutions
Colorado
$1.42M
LSWP
504
Liberty Square Wealth Partners
Pennsylvania
$1.41M
RIM
505
Redwood Investment Management
Arizona
$1.39M
CFS
506
Commonwealth Financial Services
West Virginia
$1.36M
William Blair & Company
507
William Blair & Company
Illinois
$1.36M
CAMG
508
CWA Asset Management Group
Florida
$1.35M
TCA
509
Transcend Capital Advisors
New Jersey
$1.32M
MA
510
MKT Advisors
California
$1.31M
CW
511
CreativeOne Wealth
Kansas
$1.31M
CWG
512
Cornerstone Wealth Group
North Carolina
$1.3M
NCMW
513
Northern Capital Management (Washington)
Washington
$1.3M
RW
514
REDW Wealth
New Mexico
$1.29M
MCM
515
MAI Capital Management
Ohio
$1.25M
HWA
516
Heritage Wealth Architects
Minnesota
$1.24M
DPI
517
Diversified Portfolios Inc
Michigan
$1.22M
OAS
518
Optivise Advisory Services
Tennessee
$1.21M
RSF
519
Rik Saylor Financial
Ohio
$1.2M
SWMG
520
Sanchez Wealth Management Group
Florida
$1.2M
EI
521
Ellevest Inc
New York
$1.18M
HWM
522
Howard Wealth Management
Connecticut
$1.17M
MGIA
523
Moneta Group Investment Advisors
Missouri
$1.16M
ASN
524
Advisory Services Network
Georgia
$1.16M
M
525
MATAURO
New York
$1.16M