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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
WAS
876
Winch Advisory Services
Wisconsin
$212K
HFS
877
Hopwood Financial Services
Virginia
$210K
CFP
878
Cascade Financial Partners
California
$209K
DCM
879
Delta Capital Management
New Jersey
$209K
BIG
880
Brookwood Investment Group
Arizona
$209K
CAM
881
Creekmur Asset Management
Illinois
$208K
NA
882
Note Advisors
New York
$207K
RWM
883
Rockline Wealth Management
New York
$206K
TAM
884
Tucker Asset Management
Colorado
$205K
TWP
885
Triad Wealth Partners
Kansas
$205K
TCA
886
Trifecta Capital Advisors
Illinois
$204K
AC
887
Asio Capital
Kentucky
$204K
NI
888
Natural Investments
California
$201K
GWS
889
Glassman Wealth Services
Virginia
$201K
BFWA
890
Benchmark Financial Wealth Advisors
Florida
$201K
CBT
891
Crews Bank & Trust
Florida
$200K
BF
892
BOK Financial
Oklahoma
$198K
MFT
893
Moisand Fitzgerald Tamayo
Florida
$193K
National Bank of Canada
894
National Bank of Canada
Quebec, Canada
$188K
RIL
895
Rothschild Investment LLC
Illinois
$186K
BLC
896
Brown, Lisle/Cummings
Rhode Island
$181K
LI
897
LRI Investments
Florida
$177K
HR
898
Howe & Rusling
New York
$176K
TWM
899
Topsail Wealth Management
North Carolina
$171K
EWM
900
Evermay Wealth Management
Virginia
$166K