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SPDR Portfolio S&P 500 Value ETF

1,032 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 (+$514M)

5.1% less ownership

Funds ownership: 88.56%83.45% (-5.1%)

8% less funds holding in top 10

Funds holding in top 10: 170157 (-13)

Holders
1,032
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
HDIM
976
Hanson & Doremus Investment Management
Vermont
$18K
FMII
977
Farmers & Merchants Investments Inc
Nebraska
$17.8K
CPA
978
Cardiff Park Advisors
California
$17.2K
AP
979
Atwood & Palmer
Missouri
$16K
CHC
980
City Holding Co
West Virginia
$16K
WTC
981
WhitTier Trust Company
Nevada
$15.8K
PP
982
Pacifica Partners
Canada
$15.1K
PFBT
983
Parkside Financial Bank & Trust
Missouri
$14.7K
TFG
984
Team Financial Group
California
$14.5K
AWM
985
Accredited Wealth Management
Kentucky
$13.8K
ANBT
986
American National Bank & Trust
Texas
$13.6K
CTWM
987
Cherry Tree Wealth Management
Minnesota
$13.6K
BCM
988
Boreal Capital Management
Florida
$13.1K
FAM
989
Flaharty Asset Management
Florida
$12.7K
NCM
990
Northwest Capital Management
Oregon
$12.2K
RDFA
991
Ritter Daniher Financial Advisory
Ohio
$12.1K
Q1WB
992
Quest 10 Wealth Builders
Virginia
$10.8K
WA
993
WPG Advisers
Maryland
$10.8K
HFS
994
Hughes Financial Services
Virginia
$10.4K
AW
995
Avion Wealth
Texas
$10K
AWM
996
Abound Wealth Management
Tennessee
$9.89K
QWM
997
Quaker Wealth Management
New Jersey
$9.58K
CTC
998
Central Trust Company
Missouri
$9.47K
PSFG
999
Park Square Financial Group
Georgia
$9.47K
BDPWM
1000
Barnes Dennig Private Wealth Management
Ohio
$9.47K