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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
FNBT
801
FineMark National Bank & Trust
Florida
$297K
DAS
802
Dynamic Advisor Solutions
Arizona
$296K
PGFC
803
Peapack-Gladstone Financial Corp
New Jersey
$295K
HFO
804
Heritage Family Offices
Arizona
$295K
AWM
805
Apollon Wealth Management
South Carolina
$289K
CS
806
Capital Square
Tennessee
$289K
ICP
807
Interchange Capital Partners
Pennsylvania
$288K
AWM
808
Accel Wealth Management
Iowa
$287K
SW
809
SMART Wealth
Nebraska
$286K
SWM
810
SFG Wealth Management
Maryland
$285K
CFA
811
Capstone Financial Advisors
Illinois
$282K
JFGIW
812
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$281K
ICMP
813
Integrated Capital Management (Pennsylvania)
Pennsylvania
$279K
BPA
814
Beacon Pointe Advisors
California
$279K
SWGC
815
Summit Wealth Group (Colorado)
Colorado
$277K
DC
816
Davenport & Co
Virginia
$276K
ES
817
ETF Store
Kansas
$276K
CWP
818
Concord Wealth Partners
Virginia
$276K
CAMV
819
Concord Asset Management (Virginia)
Virginia
$276K
PWA
820
Provenance Wealth Advisors
Florida
$273K
AWM
821
Ariadne Wealth Management
California
$273K
Russell Investments Group
822
Russell Investments Group
United Kingdom
$272K
EFG
823
Erickson Financial Group
Pennsylvania
$271K
WWP
824
Wise Wealth Partners
Arizona
$271K
ATPW
825
Ashton Thomas Private Wealth
Arizona
$270K