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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
FI
726
FWG Investments
Kentucky
$388K
LMKC
727
L.M. Kohn & Company
Ohio
$385K
CWM
728
Cahaba Wealth Management
Georgia
$385K
PWP
729
PrairieView Wealth Partners
Illinois
$383K
CIA
730
Cascade Investment Advisors
Oregon
$381K
TI
731
Truepoint Inc
Ohio
$381K
RPCONE
732
Retirement Planning Company of New England
Rhode Island
$380K
AWM
733
Accurate Wealth Management
Florida
$377K
MAG
734
Mayfair Advisory Group
Alabama
$374K
WAS
735
Wealth Advisory Solutions
Indiana
$373K
SCM
736
SCS Capital Management
Massachusetts
$373K
KWM
737
Keebeck Wealth Management
Illinois
$372K
ISB
738
Iowa State Bank
Iowa
$372K
SWM
739
Silverlake Wealth Management
Vermont
$371K
TPWA
740
Twin Peaks Wealth Advisors
California
$370K
MWM
741
McMill Wealth Management
Nebraska
$368K
MSF
742
Mustard Seed Financial
Arkansas
$367K
BFA
743
Bill Few Associates
Pennsylvania
$367K
NWAG
744
Net Worth Advisory Group
Utah
$366K
ACA
745
Aptus Capital Advisors
Alabama
$364K
WAM
746
WNY Asset Management
New York
$364K
FTUS
747
Flow Traders U.S.
New York
$363K
CA
748
Claro Advisors
Massachusetts
$362K
GAM
749
Grandview Asset Management
Pennsylvania
$358K
AFG
750
Atomi Financial Group
New York
$357K