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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
SFS
576
Sowell Financial Services
Arkansas
$819K
LFAS
577
Level Four Advisory Services
Texas
$816K
SAM
578
Sequent Asset Management
Texas
$807K
LTL
579
Lowery Thomas LLC
California
$804K
MAWCM
580
Mine & Arao Wealth Creation & Management
California
$798K
IF
581
Ironwood Financial
Arizona
$797K
FI
582
Financial Insights
Washington
$792K
Jane Street
583
Jane Street
New York
$787K
WA
584
Wealthstream Advisors
New York
$782K
EWA
585
Emergent Wealth Advisors
New York
$779K
BWL
586
Bogart Wealth LLC
Virginia
$777K
ACM
587
Advance Capital Management
Michigan
$774K
PI
588
PFG Investments
New York
$774K
Thrivent Financial for Lutherans
589
Thrivent Financial for Lutherans
Minnesota
$774K
HAM
590
Hickory Asset Management
Ohio
$771K
AC
591
AWM Capital
Arizona
$770K
LF
592
Lantz Financial
Illinois
$767K
CCWM
593
Cassaday & Co Wealth Management
Virginia
$765K
AC
594
AIFG Consultants
New York
$765K
JIC
595
Johnson Investment Counsel
Ohio
$763K
LWA
596
Lantern Wealth Advisors
New York
$757K
KIM
597
Kestra Investment Management
Texas
$756K
SAG
598
SageView Advisory Group
California
$753K
FFA
599
Frazier Financial Advisors
Ohio
$753K
FWM
600
ForthRight Wealth Management
Georgia
$744K