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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
LWM
626
LeConte Wealth Management
Tennessee
$669K
4A
627
4Wealth Advisors
Illinois
$664K
HAG
628
HF Advisory Group
Maryland
$662K
CFG
629
Copley Financial Group
California
$648K
GC
630
Grimes & Company
Massachusetts
$645K
WSWA
631
Warren Street Wealth Advisors
California
$644K
RIA
632
Realta Investment Advisors
Delaware
$643K
Brown Advisory
633
Brown Advisory
Maryland
$641K
MG
634
Mather Group
Illinois
$640K
BTWM
635
Brass Tax Wealth Management
Ohio
$637K
JCM
636
Jacobi Capital Management
Pennsylvania
$637K
6F
637
626 Financial
Michigan
$629K
IFPL
638
Investments & Financial Planning LLC
Kentucky
$628K
BFG
639
Beacon Financial Group
Texas
$617K
PFGIA
640
Patriot Financial Group Insurance Agency
Massachusetts
$610K
SC
641
Syon Capital
California
$609K
EAM
642
Empirical Asset Management
Massachusetts
$608K
NW
643
NewEdge Wealth
Pennsylvania
$605K
FGA
644
Fortis Group Advisors
New Jersey
$602K
First Trust Advisors
645
First Trust Advisors
Illinois
$596K
SCA
646
Snowden Capital Advisors
New York
$590K
VPWA
647
Vestia Personal Wealth Advisors
Indiana
$590K
CF
648
Centaurus Financial
California
$589K
RIS
649
Richmond Investment Services
Wisconsin
$587K
KCM
650
KM Capital Management
Texas
$587K