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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
EWA
1026
EverSource Wealth Advisors
Alabama
$2.77K
LAMC
1027
Longview Asset Management (California)
California
$2.62K
TWC
1028
TD Waterhouse Canada
Ontario, Canada
$2.27K
SAS
1029
Spurstone Advisory Services
Connecticut
$2.09K
HB
1030
Horizon Bancorp
Indiana
$2K
LCM
1031
Logan Capital Management
Pennsylvania
$1.62K
BIM
1032
Breakwater Investment Management
Washington
$1.36K
RWM
1033
Rialto Wealth Management
New York
$838
SIC
1034
Salem Investment Counselors
North Carolina
$681
AF
1035
Alerus Financial
North Dakota
$680
FCMT
1036
Founders Capital Management (Texas)
Texas
$222
DFA
1037
DHJJ Financial Advisors
Illinois
$163
SFA
1038
Semmax Financial Advisors
North Carolina
$50
GAG
1039
Goodman Advisory Group
Massachusetts
Mirae Asset Global Investments
1040
Mirae Asset Global Investments
South Korea
ARC
1041
Advisor Resource Council
Texas
Charles Schwab
1042
Charles Schwab
California
CM
1043
Churchill Management
California
GS
1044
GTS Securities
New York
AI
1045
Atom Investors
Texas
CI
1046
Cavalier Investments
Georgia
NCFG
1047
New Century Financial Group
New Jersey
MW
1048
Maia Wealth
Colorado
GSC
1049
Ground Swell Capital
South Carolina
PC
1050
Permanens Capital
New York