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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
AF
76
Arrow Financial
New York
$41.8M
Janney Montgomery Scott
77
Janney Montgomery Scott
Pennsylvania
$41.6M
CFD
78
Creative Financial Designs
Indiana
$41.3M
AI
79
Accredited Investors
Minnesota
$41.3M
BWG
80
Balanced Wealth Group
Ohio
$40.6M
GIA
81
Gladstone Institutional Advisory
Florida
$40.1M
CI
82
Constellation Investments
Ohio
$37.3M
TVAMP
83
Tennessee Valley Asset Management Partners
Tennessee
$37.3M
WCAMG
84
Woodard & Company Asset Management Group
North Carolina
$36.5M
ETC
85
Exchange Traded Concepts
Oklahoma
$36.4M
Franklin Resources
86
Franklin Resources
California
$36.1M
CIM
87
Confluence Investment Management
Missouri
$35.9M
Prudential Financial
88
Prudential Financial
New Jersey
$35.8M
CC
89
Courier Capital
New York
$34.7M
KOC
90
Koss-Olinger Consulting
Florida
$34.6M
LWANC
91
Laurel Wealth Advisors (North Carolina)
North Carolina
$34.5M
Creative Planning
92
Creative Planning
Kansas
$34.4M
VC
93
Vicus Capital
Pennsylvania
$33.8M
DWM
94
Dakota Wealth Management
Florida
$33.3M
AWM
95
Avior Wealth Management
Nebraska
$32.4M
MA
96
MONECO Advisors
Connecticut
$32M
Jones Financial Companies
97
Jones Financial Companies
Missouri
$31.9M
Envestnet Portfolio Solutions
98
Envestnet Portfolio Solutions
Illinois
$31.7M
APP
99
Avantax Planning Partners
Iowa
$30.4M
EFL
100
ERn Financial LLC
Wisconsin
$30.3M