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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
HFM
976
Hartford Financial Management
Connecticut
$22K
Kayne Anderson Rudnick Investment Management
977
Kayne Anderson Rudnick Investment Management
California
$21.1K
GPFA
978
Game Plan Financial Advisors
Ohio
$19.6K
CAL
979
Capital Advisors Ltd
Ohio
$19K
OW
980
Olistico Wealth
Oklahoma
$18.8K
HDIM
981
Hanson & Doremus Investment Management
Vermont
$18K
FMII
982
Farmers & Merchants Investments Inc
Nebraska
$17.8K
CPA
983
Cardiff Park Advisors
California
$17.2K
AP
984
Atwood & Palmer
Missouri
$16K
CHC
985
City Holding Co
West Virginia
$16K
WTC
986
WhitTier Trust Company
Nevada
$15.8K
PP
987
Pacifica Partners
Canada
$15.1K
PFBT
988
Parkside Financial Bank & Trust
Missouri
$14.7K
TFG
989
Team Financial Group
California
$14.5K
AWM
990
Accredited Wealth Management
Kentucky
$13.8K
ANBT
991
American National Bank & Trust
Texas
$13.6K
CTWM
992
Cherry Tree Wealth Management
Minnesota
$13.6K
BCM
993
Boreal Capital Management
Florida
$13.1K
NCM
994
Northwest Capital Management
Oregon
$12.2K
RDFA
995
Ritter Daniher Financial Advisory
Ohio
$12.1K
Q1WB
996
Quest 10 Wealth Builders
Virginia
$10.8K
WA
997
WPG Advisers
Maryland
$10.8K
HFS
998
Hughes Financial Services
Virginia
$10.4K
AW
999
Avion Wealth
Texas
$10K
AWM
1000
Abound Wealth Management
Tennessee
$9.89K