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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
SPC
526
Sigma Planning Corp
Michigan
$1.15M
CA
527
Calton & Associates
Florida
$1.13M
CAM
528
Cresset Asset Management
Illinois
$1.13M
TW
529
Towerpoint Wealth
California
$1.12M
CIAS
530
Capital Investment Advisory Services
North Carolina
$1.11M
CFB
531
Cullen/Frost Bankers
Texas
$1.11M
AO
532
Advisor OS
Illinois
$1.11M
GF
533
GGM Financials
Ohio
$1.11M
ACM
534
Advisors Capital Management
New Jersey
$1.1M
OIA
535
OneDigital Investment Advisors
Kansas
$1.1M
SPWM
536
Schrum Private Wealth Management
Florida
$1.09M
CBA
537
Coastal Bridge Advisors
Connecticut
$1.08M
CA
538
Centerpoint Advisors
Massachusetts
$1.07M
FDW
539
Fourth Dimension Wealth
Ohio
$1.07M
RWA
540
Redhawk Wealth Advisors
Minnesota
$1.06M
FFG
541
Frisch Financial Group
New York
$1.05M
TFA
542
Tobias Financial Advisors
Florida
$1.04M
RFC
543
Regions Financial Corp
Alabama
$1.03M
RFP
544
Root Financial Partners
California
$1.01M
IAN
545
Integrated Advisors Network
Texas
$1.01M
SAI
546
Savvy Advisors Inc
New York
$1M
GT
547
Greenleaf Trust
Michigan
$1,000K
ATC
548
Argent Trust Co
Tennessee
$998K
WPC
549
White Pine Capital
Minnesota
$995K
OCBCO
550
Oversea-Chinese Banking Corp (OCBC)
Singapore
$981K