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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
BIG
1001
Brooklyn Investment Group
New York
$8.58K
MS
1002
Marshall & Sullivan
Washington
$8.22K
CW
1003
Curio Wealth
Maryland
$8.01K
HWP
1004
Highline Wealth Partners
California
$7.17K
HBW
1005
Hazlett, Burt & Watson
West Virginia
$7K
FHA
1006
First Horizon Advisors
Tennessee
$6.31K
EB
1007
Eastern Bank
Massachusetts
$6.28K
ACM
1008
Anfield Capital Management
California
$6.18K
GI
1009
GAMMA Investing
California
$6.12K
CB
1010
CNB Bank
Pennsylvania
$6.02K
Deutsche Bank
1011
Deutsche Bank
Germany
$5.5K
BBHC
1012
Brown Brothers Harriman & Co
New York
$4.97K
VCM
1013
Versant Capital Management
Arizona
$4.4K
Group One Trading
1014
Group One Trading
Illinois
$4.34K
PAG
1015
Paladin Advisory Group
Iowa
$3.19K
PCA
1016
Providence Capital Advisors
North Carolina
$3.19K
SHIM
1017
Stone House Investment Management
Pennsylvania
$3.15K
HFS
1018
Hantz Financial Services
Michigan
$3K
EWA
1019
EverSource Wealth Advisors
Alabama
$2.77K
LAMC
1020
Longview Asset Management (California)
California
$2.62K
TWC
1021
TD Waterhouse Canada
Ontario, Canada
$2.27K
SAS
1022
Spurstone Advisory Services
Connecticut
$2.09K
HB
1023
Horizon Bancorp
Indiana
$2K
LCM
1024
Logan Capital Management
Pennsylvania
$1.62K
BIM
1025
Breakwater Investment Management
Washington
$1.36K