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SPDR Portfolio S&P 500 Value ETF

1,030 hedge funds and large institutions have $22.2B invested in SPDR Portfolio S&P 500 Value ETF in 2025 Q2 according to their latest regulatory filings, with 96 funds opening new positions, 448 increasing their positions, 343 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 (+$507M)

5.13% less ownership

Funds ownership: 88.56%83.43% (-5.1%)

8% less funds holding in top 10

Funds holding in top 10: 170157 (-13)

Holders
1,030
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
NEWAS
51
N.E.W. Advisory Services
Wisconsin
$71.8M
IWM
52
IHT Wealth Management
Illinois
$70.1M
GLA
53
Good Life Advisors
Pennsylvania
$67.2M
FLPIM
54
F.L. Putnam Investment Management
Massachusetts
$64.4M
KA
55
Klingman & Associates
New York
$62.6M
FHA
56
Flagship Harbor Advisors
Massachusetts
$60M
SA
57
Scarborough Advisors
Maryland
$57.9M
NB
58
Nicolet Bankshares
Wisconsin
$57.9M
Fidelity Investments
59
Fidelity Investments
Massachusetts
$55.5M
FWI
60
Facet Wealth Inc
Maryland
$52.6M
CA
61
CoreCap Advisors
Michigan
$52.4M
IWC
62
Integrated Wealth Concepts
Massachusetts
$52.4M
SFC
63
Strategic Financial Concepts
Texas
$51.8M
FFS
64
Founders Financial Securities
Maryland
$51.6M
CFG
65
Compton Financial Group
Maryland
$50.9M
Cambridge Investment Research Advisors
66
Cambridge Investment Research Advisors
Iowa
$50.1M
Corient Private Wealth
67
Corient Private Wealth
Florida
$49.1M
DWM
68
Diversify Wealth Management
Utah
$48.9M
MML Investors Services
69
MML Investors Services
Massachusetts
$47.6M
WH
70
Whitcomb & Hess
Ohio
$46.3M
MWM
71
Modern Wealth Management
Kansas
$43.8M
CA
72
CGN Advisors
Kansas
$43.5M
PIA
73
Perennial Investment Advisors
California
$42.9M
MYIA
74
Mount Yale Investment Advisors
Colorado
$42.7M
NA
75
Nottingham Advisors
New York
$42.5M