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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
QWM
1001
Quaker Wealth Management
New Jersey
$9.58K
CTC
1002
Central Trust Company
Missouri
$9.47K
PSFG
1003
Park Square Financial Group
Georgia
$9.47K
BDPWM
1004
Barnes Dennig Private Wealth Management
Ohio
$9.47K
VWA
1005
Valued Wealth Advisors
Utah
$9.11K
UCB
1006
United Community Bank
South Carolina
$8.79K
BIG
1007
Brooklyn Investment Group
New York
$8.58K
MS
1008
Marshall & Sullivan
Washington
$8.22K
CW
1009
Curio Wealth
Maryland
$8.01K
HWP
1010
Highline Wealth Partners
California
$7.17K
RWA
1011
Redmont Wealth Advisors
Illinois
$7.07K
HBW
1012
Hazlett, Burt & Watson
West Virginia
$7K
FHA
1013
First Horizon Advisors
Tennessee
$6.31K
EB
1014
Eastern Bank
Massachusetts
$6.28K
ACM
1015
Anfield Capital Management
California
$6.18K
GI
1016
GAMMA Investing
California
$6.12K
CB
1017
CNB Bank
Pennsylvania
$6.02K
Deutsche Bank
1018
Deutsche Bank
Germany
$5.5K
BBHC
1019
Brown Brothers Harriman & Co
New York
$4.97K
VCM
1020
Versant Capital Management
Arizona
$4.4K
Group One Trading
1021
Group One Trading
Illinois
$4.34K
PAG
1022
Paladin Advisory Group
Iowa
$3.19K
PCA
1023
Providence Capital Advisors
North Carolina
$3.19K
SHIM
1024
Stone House Investment Management
Pennsylvania
$3.15K
HFS
1025
Hantz Financial Services
Michigan
$3K