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