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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
Fisher Asset Management
1051
Fisher Asset Management
Washington
BI
1052
Ballast Inc
Kentucky
VF
1053
Vawter Financial
Ohio
CFP
1054
Catalyst Financial Partners
Massachusetts
RSWM
1055
Robertson Stephens Wealth Management
California
SIC
1056
Sterling Investment Counsel
New York
SFM
1057
Stack Financial Management
Montana
LFA
1058
Legacy Financial Advisors
Kentucky
TYCC
1059
Texas Yale Capital Corp
Florida
AWAG
1060
ARS Wealth Advisors Group
Florida
MIM
1061
Marshall Investment Management
Colorado
VIM
1062
Vista Investment Management
Pennsylvania
VBA
1063
von Borstel & Associates
Oregon
SFG
1064
Stonebridge Financial Group
Pennsylvania
FWA
1065
Flagship Wealth Advisors
Massachusetts
FM
1066
Family Management
New York
QCG
1067
Quadrant Capital Group
Ohio
CWC
1068
Carolinas Wealth Consulting
North Carolina
HT
1069
Headlands Technologies
Illinois
EF
1070
Elite Financial
Idaho
WT
1071
Washington Trust
Rhode Island
RCM
1072
Raleigh Capital Management
North Carolina
SIC
1073
SJS Investment Consulting
Ohio
MFA
1074
McClarren Financial Advisors
Pennsylvania
BMC
1075
Bear Mountain Capital
Washington