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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
CIA
751
Capital Investment Advisors
Georgia
$357K
RWPA
752
Richard W. Paul & Associates
Michigan
$355K
SL
753
Sentinus LLC
Illinois
$355K
GFG
754
Greystone Financial Group
Michigan
$354K
GWMR
755
GC Wealth Management RIA
Massachusetts
$353K
TPWM
756
Twelve Points Wealth Management
Massachusetts
$350K
HVIA
757
Hudson Valley Investment Advisors
New York
$349K
OC
758
Oppenheimer & Co
New York
$349K
GM
759
GeoWealth Management
Illinois
$348K
MWM
760
Mascagni Wealth Management
Mississippi
$343K
GFA
761
Gallagher Fiduciary Advisors
Illinois
$341K
KCFA
762
Key Client Fiduciary Advisors
New Jersey
$337K
STA
763
Summit Trail Advisors
New York
$336K
BC
764
Brio Consultants
California
$335K
OSNBOA
765
Old Second National Bank of Aurora
Illinois
$335K
CIA
766
Cape Investment Advisory
Georgia
$335K
SG
767
Sharper & Granite
California
$334K
PPC
768
Pennington Partners & Co
Maryland
$334K
BP
769
Ballentine Partners
Massachusetts
$333K
CA
770
Clearstead Advisors
Ohio
$333K
TFS
771
Thoroughbred Financial Services
Tennessee
$332K
CFP
772
Curran Financial Partners
South Carolina
$332K
TCMP
773
Thrive Capital Management (Pennsylvania)
Pennsylvania
$330K
MCCP
774
Mission Creek Capital Partners
California
$328K
LC
775
LCNB Corp
Ohio
$327K