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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
BTI
926
Blue Trust Inc
Georgia
$70.9K
CPG
927
Cornerstone Planning Group
New Jersey
$70.7K
CWM
928
Crowley Wealth Management
Delaware
$69.2K
BAM
929
Byrne Asset Management
New Jersey
$68.8K
TIM
930
Thompson Investment Management
Wisconsin
$67.5K
MSWA
931
Marshall & Sterling Wealth Advisors
New York
$65.1K
ADL
932
Asset Dedication LLC
California
$63.4K
OIA
933
Optimum Investment Advisors
Illinois
$62.8K
FFC
934
First Financial Corp
Indiana
$60.6K
ACA
935
Atlas Capital Advisors
Wyoming
$57.3K
NB
936
NBT Bank
New York
$55.6K
BA
937
Ballast Advisors
Minnesota
$55.6K
AIM
938
Access Investment Management
Georgia
$55K
OLVIG
939
Oliver Lagore Vanvalin Investment Group
Michigan
$55K
WIM
940
Westside Investment Management
California
$54.6K
AIC
941
Archer Investment Corporation
Indiana
$52.3K
GWSA
942
Global Wealth Strategies & Associates
Colorado
$52.1K
PFM
943
Phillips Financial Management
Indiana
$51K
NFSG
944
Newbridge Financial Services Group
Florida
$47.7K
BL
945
Balentine LLC
Georgia
$46.4K
SC
946
Steph & Co
Wisconsin
$46.3K
T
947
Transce3nd
Texas
$44.6K
CA
948
Crewe Advisors
Utah
$43.3K
SIS
949
Sound Income Strategies
Florida
$42.2K
MPWT
950
MassMutual Private Wealth & Trust
Connecticut
$42K