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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
FIM
951
FWL Investment Management
Texas
$38.5K
NSIM
952
North Star Investment Management
Illinois
$36.7K
LWMI
953
Legacy Wealth Management (Idaho)
Idaho
$36K
LIS
954
Legacy Investment Solutions
Idaho
$36K
WTFG
955
Wood Tarver Financial Group
Idaho
$36K
AUB
956
Atlantic Union Bankshares
Virginia
$35.8K
VWA
957
VSM Wealth Advisory
Maryland
$34.3K
GC
958
Garde Capital
Washington
$34.3K
PA
959
Parallel Advisors
California
$33.5K
SS
960
Sunbelt Securities
Texas
$32.1K
PMFA
961
Plante Moran Financial Advisors
Michigan
$31.7K
PPC
962
Park Place Capital
Alabama
$31.6K
OWP
963
ORG Wealth Partners
Texas
$30.4K
Barclays
964
Barclays
United Kingdom
$30K
TSMHT
965
Thurston Springer Miller Herd & Titak
Indiana
$29.9K
FDCP
966
Foster Dykema Cabot & Partners
Massachusetts
$29.8K
HNB
967
Huntington National Bank
Ohio
$29K
PA
968
Pineridge Advisors
Missouri
$29K
BCWM
969
Bartlett & Co Wealth Management
Ohio
$28.5K
AT
970
Arlington Trust
Alabama
$28K
TF
971
Tompkins Financial
New York
$27.5K
APW
972
Atlantic Private Wealth
North Carolina
$26.3K
FAI
973
Fiduciary Advisors Inc
Missouri
$26.3K
CFO
974
CVA Family Office
Colorado
$26.2K
TIM
975
Tortoise Investment Management
New York
$22.5K