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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
S
826
SignatureFD
Georgia
$270K
CA
827
Cambridge Advisors
Nebraska
$269K
BFF
828
Byrne Financial Freedom
Massachusetts
$267K
SEIA
829
Signature Estate & Investment Advisors
California
$266K
DSA
830
Droms Strauss Advisors
Missouri
$263K
TA
831
Tactive Advisors
Florida
$262K
RWM
832
Rockwood Wealth Management
Pennsylvania
$261K
BRWA
833
B. Riley Wealth Advisors
Florida
$260K
CWM
834
Chicago Wealth Management
Illinois
$259K
AFO
835
Arrowroot Family Office
California
$258K
WS
836
Wedbush Securities
California
$256K
FG
837
Fiduciary Group
Georgia
$256K
EIA
838
Eldridge Investment Advisors
New Hampshire
$256K
NPF
839
Norris Perne & French
Michigan
$254K
FCBT
840
First Citizens Bank & Trust
North Carolina
$254K
KeyBank National Association
841
KeyBank National Association
Ohio
$253K
SFB
842
STAR Financial Bank
Indiana
$253K
MWM
843
Marion Wealth Management
Pennsylvania
$251K
IAS
844
Insigneo Advisory Services
Florida
$248K
FFW
845
Fusion Family Wealth
New York
$246K
VFG
846
Victory Financial Group
Texas
$245K
VR
847
Valued Retirements
Texas
$242K
MFWP
848
Mosaic Family Wealth Partners
Missouri
$242K
FA
849
Fiduciary Alliance
South Carolina
$241K
ZI
850
ZEGA Investments
Florida
$237K