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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
CS
701
Crescent Sterling
Louisiana
$445K
TNBTD
702
Trustmark National Bank Trust Department
Mississippi
$444K
BA
703
Bluesphere Advisors
Pennsylvania
$443K
PFA
704
Portland Financial Advisors
New York
$434K
CFS
705
Compass Financial Services
Iowa
$432K
LWM
706
Liberty Wealth Management
California
$430K
BI
707
Ballast Inc
Kentucky
$426K
BFS
708
BridgePort Financial Solutions
Iowa
$425K
DFG
709
Dynamic Financial Group
Iowa
$422K
GWM
710
GDS Wealth Management
Texas
$422K
FFBTD
711
First Financial Bank - Trust Division
Ohio
$422K
CCA
712
Clarity Capital Advisors
Florida
$420K
EP
713
Edgestream Partners
New Jersey
$419K
RPC
714
Rossmore Private Capital
Connecticut
$419K
EWA
715
Exencial Wealth Advisors
Oklahoma
$415K
LIA
716
Lynx Investment Advisory
District of Columbia
$415K
NFP
717
Narus Financial Partners
Utah
$411K
SMA
718
Sage Mountain Advisors
Georgia
$411K
MA
719
MCF Advisors
Kentucky
$407K
ST
720
Somerset Trust
Pennsylvania
$404K
Vanguard Group
721
Vanguard Group
Pennsylvania
$401K
WSFS
722
Wilmington Savings Fund Society
Delaware
$400K
RIA
723
Regal Investment Advisors
Michigan
$400K
DW30
724
Drucker Wealth 3.0
New Jersey
$396K
ECM
725
Evergreen Capital Management
Washington
$391K