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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
SS
901
SBI Securities
Japan
$166K
PP
902
PrairieView Partners
Minnesota
$163K
AA
903
Ancora Advisors
Ohio
$158K
POIA
904
Pin Oak Investment Advisors
Texas
$154K
DWM
905
Darwin Wealth Management
Florida
$151K
CT
906
Colonial Trust
South Carolina
$146K
ITIM
907
Indiana Trust & Investment Management
Indiana
$145K
EWM
908
Evolution Wealth Management
Florida
$143K
OA
909
Operose Advisors
Wisconsin
$140K
TPCW
910
TD Private Client Wealth
New York
$136K
CIR
911
Clear Investment Research
Georgia
$124K
MMCM
912
Murphy & Mullick Capital Management
New York
$122K
UFAC
913
Urban Financial Advisory Corp
Illinois
$118K
PWAM
914
Private Wealth Asset Management
Iowa
$117K
HWA
915
Heritage Wealth Advisors
Virginia
$115K
BCMLT
916
Beacon Capital Management LLC (Tennessee)
Tennessee
$113K
BFS
917
Bare Financial Services
Pennsylvania
$105K
TCOV
918
Trust Company of Vermont
Vermont
$100K
CAWM
919
Capital A Wealth Management
Pennsylvania
$86.4K
MSG
920
Main Street Group
Virginia
$85.2K
FFWM
921
Future Financial Wealth Management
Ohio
$85.2K
CMP
922
Coston McIsaac & Partners
Maine
$85K
PS
923
Pinney & Scofield
Massachusetts
$79.2K
MAFA
924
MJT & Associates Financial Advisory
Minnesota
$78.8K
NL
925
NVWM LLC
Pennsylvania
$76.5K