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SPDR Portfolio S&P 500 Value ETF

1,030 hedge funds and large institutions have $22.2B invested in SPDR Portfolio S&P 500 Value ETF in 2025 Q2 according to their latest regulatory filings, with 96 funds opening new positions, 448 increasing their positions, 343 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 (+$507M)

5.13% less ownership

Funds ownership: 88.56%83.43% (-5.1%)

8% less funds holding in top 10

Funds holding in top 10: 170157 (-13)

Holders
1,030
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
ADL
926
Asset Dedication LLC
California
$63.4K
OIA
927
Optimum Investment Advisors
Illinois
$62.8K
FFC
928
First Financial Corp
Indiana
$60.6K
ACA
929
Atlas Capital Advisors
Wyoming
$57.3K
NB
930
NBT Bank
New York
$55.6K
BA
931
Ballast Advisors
Minnesota
$55.6K
AIM
932
Access Investment Management
Georgia
$55K
OLVIG
933
Oliver Lagore Vanvalin Investment Group
Michigan
$55K
WIM
934
Westside Investment Management
California
$54.6K
AIC
935
Archer Investment Corporation
Indiana
$52.3K
GWSA
936
Global Wealth Strategies & Associates
Colorado
$52.1K
PFM
937
Phillips Financial Management
Indiana
$51K
NFSG
938
Newbridge Financial Services Group
Florida
$47.7K
BL
939
Balentine LLC
Georgia
$46.4K
SC
940
Steph & Co
Wisconsin
$46.3K
T
941
Transce3nd
Texas
$44.6K
CA
942
Crewe Advisors
Utah
$43.3K
SIS
943
Sound Income Strategies
Florida
$42.2K
MPWT
944
MassMutual Private Wealth & Trust
Connecticut
$42K
FIM
945
FWL Investment Management
Texas
$38.5K
NSIM
946
North Star Investment Management
Illinois
$36.7K
LWMI
947
Legacy Wealth Management (Idaho)
Idaho
$36K
LIS
948
Legacy Investment Solutions
Idaho
$36K
WTFG
949
Wood Tarver Financial Group
Idaho
$36K
AUB
950
Atlantic Union Bankshares
Virginia
$35.8K