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