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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
AW
676
Alteri Wealth
California
$522K
Tudor Investment Corp
677
Tudor Investment Corp
Connecticut
$519K
PFA
678
Pathway Financial Advisors
Vermont
$509K
AWA
679
Arbor Wealth Advisors
Michigan
$505K
DC
680
Darrow Company
Massachusetts
$493K
SB
681
Strategic Blueprint
Georgia
$492K
Empower Advisory Group
682
Empower Advisory Group
Colorado
$492K
PFS
683
Prospect Financial Services
New York
$485K
SEI Investments
684
SEI Investments
Pennsylvania
$481K
AWA
685
Acorn Wealth Advisors
Michigan
$476K
RF
686
RHS Financial
California
$475K
KAS
687
KPP Advisory Services
Kentucky
$474K
TFG
688
Tilson Financial Group
New Jersey
$472K
IP
689
Investment Partners
Ohio
$471K
RF
690
Rossby Financial
Florida
$471K
CIBC World Market
691
CIBC World Market
Ontario, Canada
$468K
OP
692
ORG Partners
Indiana
$467K
MW
693
MBL Wealth
North Carolina
$463K
AC
694
Apella Capital
Connecticut
$458K
TWM
695
Trueblood Wealth Management
Ohio
$453K
BBPWM
696
Blue Bell Private Wealth Management
Pennsylvania
$450K
KIA
697
Kraematon Investment Advisors
Massachusetts
$449K
YIA
698
YHB Investment Advisors
Connecticut
$449K
CCMG
699
Clark Capital Management Group
Pennsylvania
$449K
OC
700
Oarsman Capital
Wisconsin
$446K