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SPDR Portfolio S&P 500 Value ETF
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Overview Fund Activity

1,024 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 95 funds opening new positions, 445 increasing their positions, 341 reducing their positions, and 44 closing their positions.

Holders
1,024
Holders Change
+23
Holders Change %
+2.3%
% of All Funds
13.75%
Holding in Top 10
157
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-7.65%
% of All Funds
2.11%
New
95
Increased
445
Reduced
341
Closed
44
Calls
$10.7M
Puts
$984K
Net Calls
+$9.69M
Net Calls Change
-$2.01M

Top Buyers

1
LPL Financial
1
LPL Financial
California
$2.36B
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$4.24B
3
Goldman Sachs
3
Goldman Sachs
New York
$149M
4
SFC
4
Strategic Financial Concepts
Texas
$51.8M
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$237M

Top Sellers

1
DFG
1
Demars Financial Group
Washington
$2.92M
2
TC
2
TownSquare Capital
Utah
$14.5M
3
Franklin Resources
3
Franklin Resources
California
$36.1M
4
Ameriprise
4
Ameriprise
Minnesota
$433M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$131M
Name Market Value Shares Shares
Change 		Shares
Change %
MSRI
126
Michael S. Ryan Inc
New York
$24.3M 464,006 +31,044 +7%
MOS
127
MGO One Seven
Ohio
$23.9M 456,732 +96,656 +27%
Mercer Global Advisors
128
Mercer Global Advisors
Colorado
$23.7M 452,961 -63,130 -12%
SW
129
SkyOak Wealth
Michigan
$23.5M 448,072 +27,281 +6%
AAS
130
Avantax Advisory Services
Texas
$23.1M 441,220 +4,132 +0.9%
VH
131
Visionary Horizons
Tennessee
$23M 439,033 -5,831 -1%
ICMM
132
Integrated Capital Management (Michigan)
Michigan
$22.2M 419,637 +18,151 +5%
MWM
133
MBE Wealth Management
Wisconsin
$22.2M 423,743 +12,409 +3%
WWM
134
Western Wealth Management
Colorado
$22.1M 422,552 -113,501 -21%
PW
135
Potentia Wealth
California
$21.9M 418,146 +28,900 +7%
VWA
136
Visionary Wealth Advisors
Illinois
$21.8M 416,777 +17,762 +4%
HC
137
Hamilton Capital
Ohio
$21.7M 414,863 +17,049 +4%
GRP
138
Global Retirement Partners
California
$21.6M 412,764 +412,764 New
CJH
139
Christopher J. Hasenberg
Wisconsin
$21.2M 405,567 +405,567 New
AA
140
Alesco Advisors
New York
$21.1M 402,864 -2,038 -0.5%
JSW
141
Journey Strategic Wealth
New Jersey
$20.9M 398,782 +49,195 +14%
DAS
142
Diversify Advisory Services
Utah
$20.7M 385,994 +87,319 +29%
Truist Financial
143
Truist Financial
North Carolina
$20.5M 390,837 +7,392 +2%
SWM
144
SilverOak Wealth Management
Minnesota
$20.3M 386,944 +16,928 +5%
CWM
145
CarsonAllaria Wealth Management
Illinois
$19.8M 377,880 +11,988 +3%
MD
146
Money Design
Japan
$19.7M 376,481 +16,523 +5%
LGW
147
Leslie Global Wealth
Illinois
$19.7M 376,239 +11,666 +3%
AG
148
Ascent Group
Virginia
$19.6M 375,369 -19,799 -5%
CG
149
Cynosure Group
Utah
$19.4M 370,454 +1,393 +0.4%
WAOI
150
Wealth Advisors of Iowa
Iowa
$18.9M 360,928 +7,605 +2%
4 5
6
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