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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
FMII
976
Farmers & Merchants Investments Inc
Nebraska
$17.8K
CPA
977
Cardiff Park Advisors
California
$17.2K
AP
978
Atwood & Palmer
Missouri
$16K
CHC
979
City Holding Co
West Virginia
$16K
WTC
980
WhitTier Trust Company
Nevada
$15.8K
PP
981
Pacifica Partners
Canada
$15.1K
PFBT
982
Parkside Financial Bank & Trust
Missouri
$14.7K
TFG
983
Team Financial Group
California
$14.5K
AWM
984
Accredited Wealth Management
Kentucky
$13.8K
ANBT
985
American National Bank & Trust
Texas
$13.6K
CTWM
986
Cherry Tree Wealth Management
Minnesota
$13.6K
BCM
987
Boreal Capital Management
Florida
$13.1K
FAM
988
Flaharty Asset Management
Florida
$12.7K
NCM
989
Northwest Capital Management
Oregon
$12.2K
RDFA
990
Ritter Daniher Financial Advisory
Ohio
$12.1K
WA
991
WPG Advisers
Maryland
$10.8K
HFS
992
Hughes Financial Services
Virginia
$10.4K
AW
993
Avion Wealth
Texas
$10K
AWM
994
Abound Wealth Management
Tennessee
$9.89K
QWM
995
Quaker Wealth Management
New Jersey
$9.58K
CTC
996
Central Trust Company
Missouri
$9.47K
PSFG
997
Park Square Financial Group
Georgia
$9.47K
BDPWM
998
Barnes Dennig Private Wealth Management
Ohio
$9.47K
VWA
999
Valued Wealth Advisors
Utah
$9.11K
UCB
1000
United Community Bank
South Carolina
$8.79K