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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
HCM
776
Hengehold Capital Management
Ohio
$324K
AC
777
AlphaCore Capital
California
$322K
BI
778
Berkeley Inc
Idaho
$319K
SCTC
779
Sanibel Captiva Trust Company
Florida
$316K
FWM
780
Focused Wealth Management
New York
$314K
IC
781
IEQ Capital
California
$314K
GCP
782
Gill Capital Partners
Colorado
$310K
EWA
783
Evolution Wealth Advisors
Florida
$309K
SWA
784
Sax Wealth Advisors
New Jersey
$308K
T
785
Tidemark
California
$308K
PIA
786
Pinion Investment Advisors
Kansas
$307K
GA
787
GoalVest Advisory
New York
$307K
ESB
788
Essex Savings Bank
Connecticut
$306K
SWIM
789
Smallwood Wealth Investment Management
New Jersey
$306K
FCT
790
First Community Trust
Iowa
$305K
WMWM
791
Wilkins Miller Wealth Management
Alabama
$304K
HW
792
Hancock Whitney
Mississippi
$303K
LWL
793
Leo Wealth LLC
Texas
$303K
RFA
794
Reyes Financial Architecture
California
$301K
MAM
795
MMA Asset Management
Pennsylvania
$300K
WIM
796
WealthPlan Investment Management
Nebraska
$299K
IAIM
797
International Assets Investment Management
Florida
$298K
SIA
798
Soltis Investment Advisors
Utah
$297K
AG
799
AmeriFlex Group
Nevada
$297K
TP
800
Tranquility Partners
Tennessee
$297K