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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
Pathstone Holdings
601
Pathstone Holdings
New Jersey
$737K
TWP
602
Tempus Wealth Planning
California
$737K
BWM
603
BCGM Wealth Management
Indiana
$734K
LFA
604
LGT Financial Advisors
Texas
$726K
CA
605
Continuum Advisory
Idaho
$721K
CFS
606
Coordinated Financial Services
Colorado
$721K
AAP
607
Arax Advisory Partners
Colorado
$719K
PS
608
Principal Securities
Iowa
$718K
BTWM
609
Baker Tilly Wealth Management
Wisconsin
$718K
CT
610
Caldwell Trust
Florida
$717K
AZ
611
Alpha Zero
Florida
$712K
AIM
612
Advyzon Investment Management
Illinois
$709K
HCC
613
Hirtle Callaghan & Co
Pennsylvania
$706K
LIA
614
LBMC Investment Advisors
Tennessee
$705K
WAM
615
Wallington Asset Management
Indiana
$704K
GJIA
616
Glass Jacobson Investment Advisors
Maryland
$703K
MP
617
McDonald Partners
Ohio
$699K
MWM
618
MGB Wealth Management
Texas
$698K
F4L
619
Fortune 45 LLC
Louisiana
$696K
FPCP
620
Fort Point Capital Partners
California
$688K
GAG
621
GM Advisory Group
New York
$686K
CP
622
Castleview Partners
Texas
$684K
EFG
623
Embree Financial Group
Illinois
$680K
SWA
624
Serenus Wealth Advisors
California
$678K
HA
625
Herold Advisors
New York
$672K