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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
CastleKeep Investment Advisors
1051
CastleKeep Investment Advisors
Connecticut
TCM
1052
Twin Capital Management
Pennsylvania
Two Sigma Investments
1053
Two Sigma Investments
New York
EFG
1054
Everhart Financial Group
Ohio
FF
1055
Fortitude Financial
Washington
Fisher Asset Management
1056
Fisher Asset Management
Washington
VF
1057
Vawter Financial
Ohio
CFP
1058
Catalyst Financial Partners
Massachusetts
RSWM
1059
Robertson Stephens Wealth Management
California
SIC
1060
Sterling Investment Counsel
New York
SFM
1061
Stack Financial Management
Montana
LFA
1062
Legacy Financial Advisors
Kentucky
TYCC
1063
Texas Yale Capital Corp
Florida
AWAG
1064
ARS Wealth Advisors Group
Florida
MIM
1065
Marshall Investment Management
Colorado
VIM
1066
Vista Investment Management
Pennsylvania
VBA
1067
von Borstel & Associates
Oregon
SFG
1068
Stonebridge Financial Group
Pennsylvania
FWA
1069
Flagship Wealth Advisors
Massachusetts
FM
1070
Family Management
New York
QCG
1071
Quadrant Capital Group
Ohio
CWC
1072
Carolinas Wealth Consulting
North Carolina
FAM
1073
Flaharty Asset Management
Florida
HT
1074
Headlands Technologies
Illinois
EF
1075
Elite Financial
Idaho