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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
CL
651
COWA LLC
Oklahoma
$586K
GSIAS
652
Garden State Investment Advisory Services
New Jersey
$582K
CL
653
Choreo LLC
Illinois
$578K
CB
654
Community Bank
New York
$577K
WAG
655
Wallace Advisory Group
California
$575K
HIP
656
HUB Investment Partners
Texas
$571K
AWM
657
Aviso Wealth Management
Washington
$570K
PWM
658
PMG Wealth Management
Illinois
$569K
Qube Research & Technologies (QRT)
659
Qube Research & Technologies (QRT)
United Kingdom
$565K
PB
660
Pinnacle Bancorp
Nebraska
$562K
CIC
661
Carnegie Investment Counsel
Ohio
$562K
CPRC
662
Consolidated Portfolio Review Corp
New York
$561K
ST
663
Smithfield Trust
Pennsylvania
$556K
MMA
664
Miracle Mile Advisors
California
$556K
KA
665
Kovack Advisors
Florida
$554K
JCIA
666
Jackson Creek Investment Advisors
Colorado
$552K
DA
667
Detalus Advisors
Missouri
$552K
HAS
668
HBW Advisory Services
California
$545K
AIA
669
Acute Investment Advisory
Arizona
$543K
TRCT
670
Tower Research Capital (TRC)
New York
$540K
LJAC
671
L.J. Altfest & Co
New York
$540K
VAG
672
VisionPoint Advisory Group
Texas
$539K
CPWA
673
Cerro Pacific Wealth Advisors
California
$529K
CAG
674
Csenge Advisory Group
Florida
$528K
DE
675
Diversified Enterprises
Delaware
$526K