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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
CTFG
551
Capstone Triton Financial Group
Oklahoma
$973K
SCM
552
Spring Capital Management
Texas
$968K
SP
553
Sequent Planning
Nebraska
$960K
WP
554
WealthPLAN Partners
Nebraska
$959K
SAM
555
Smartleaf Asset Management
Massachusetts
$942K
WPW
556
Waldron Private Wealth
Pennsylvania
$938K
SL
557
SWMG LLC
Texas
$935K
VCA
558
Verdence Capital Advisors
Maryland
$932K
SMF
559
Scott Marsh Financial
Utah
$911K
BWMG
560
Barnes Wealth Management Group
California
$910K
MSWM
561
McGlone Suttner Wealth Management
Wisconsin
$909K
KWA
562
Kingswood Wealth Advisors
California
$896K
LSA
563
Lansing Street Advisors
Pennsylvania
$884K
AWM
564
Able Wealth Management
New Jersey
$880K
CWM
565
Congress Wealth Management
Massachusetts
$873K
MIAS
566
Mason Investment Advisory Services
Virginia
$867K
CRI
567
Colonial River Investments
Virginia
$864K
CSS
568
Cubist Systematic Strategies
Connecticut
$860K
HC
569
Hurley Capital
New York
$847K
RWM
570
RKL Wealth Management
Pennsylvania
$844K
HC
571
Headland Capital
South Carolina
$835K
LBC
572
Lowe Brockenbrough & Co
Virginia
$831K
MAG
573
M3 Advisory Group
Massachusetts
$831K
DWM
574
Drive Wealth Management
Utah
$831K
BMWM
575
Brown Miller Wealth Management
Virginia
$820K