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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
LCM
1026
Logan Capital Management
Pennsylvania
$1.62K
BIM
1027
Breakwater Investment Management
Washington
$1.36K
RWM
1028
Rialto Wealth Management
New York
$838
SIC
1029
Salem Investment Counselors
North Carolina
$681
AF
1030
Alerus Financial
North Dakota
$680
FCMT
1031
Founders Capital Management (Texas)
Texas
$222
DFA
1032
DHJJ Financial Advisors
Illinois
$163
SFA
1033
Semmax Financial Advisors
North Carolina
$50
GAG
1034
Goodman Advisory Group
Massachusetts
Mirae Asset Global Investments
1035
Mirae Asset Global Investments
South Korea
ARC
1036
Advisor Resource Council
Texas
Charles Schwab
1037
Charles Schwab
California
CM
1038
Churchill Management
California
GS
1039
GTS Securities
New York
AI
1040
Atom Investors
Texas
CI
1041
Cavalier Investments
Georgia
NCFG
1042
New Century Financial Group
New Jersey
MW
1043
Maia Wealth
Colorado
GSC
1044
Ground Swell Capital
South Carolina
PC
1045
Permanens Capital
New York
CastleKeep Investment Advisors
1046
CastleKeep Investment Advisors
Connecticut
TCM
1047
Twin Capital Management
Pennsylvania
Two Sigma Investments
1048
Two Sigma Investments
New York
EFG
1049
Everhart Financial Group
Ohio
FF
1050
Fortitude Financial
Washington