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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
VWA
951
VSM Wealth Advisory
Maryland
$34.3K
GC
952
Garde Capital
Washington
$34.3K
PA
953
Parallel Advisors
California
$33.5K
SS
954
Sunbelt Securities
Texas
$32.1K
PMFA
955
Plante Moran Financial Advisors
Michigan
$31.7K
PPC
956
Park Place Capital
Alabama
$31.6K
OWP
957
ORG Wealth Partners
Texas
$30.4K
Barclays
958
Barclays
United Kingdom
$30K
TSMHT
959
Thurston Springer Miller Herd & Titak
Indiana
$29.9K
FDCP
960
Foster Dykema Cabot & Partners
Massachusetts
$29.8K
HNB
961
Huntington National Bank
Ohio
$29K
PA
962
Pineridge Advisors
Missouri
$29K
BCWM
963
Bartlett & Co Wealth Management
Ohio
$28.5K
AT
964
Arlington Trust
Alabama
$28K
TF
965
Tompkins Financial
New York
$27.5K
APW
966
Atlantic Private Wealth
North Carolina
$26.3K
FAI
967
Fiduciary Advisors Inc
Missouri
$26.3K
CFO
968
CVA Family Office
Colorado
$26.2K
TIM
969
Tortoise Investment Management
New York
$22.5K
HFM
970
Hartford Financial Management
Connecticut
$22K
Kayne Anderson Rudnick Investment Management
971
Kayne Anderson Rudnick Investment Management
California
$21.1K
GPFA
972
Game Plan Financial Advisors
Ohio
$19.6K
CAL
973
Capital Advisors Ltd
Ohio
$19K
OW
974
Olistico Wealth
Oklahoma
$18.8K
HDIM
975
Hanson & Doremus Investment Management
Vermont
$18K