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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
WF
151
Williams Financial
Vermont
$18.6M
FHC
152
First Heartland Consultants
Missouri
$18.3M
SFP
153
Strategic Financial Partners
Oregon
$18.3M
PFA
154
Pure Financial Advisors
California
$18.2M
RPGK
155
Retirement Planning Group (Kansas)
Kansas
$18.1M
WCM
156
Windsor Capital Management
Arizona
$18M
CCFM
157
Clear Creek Financial Management
Washington
$17.7M
NL
158
Navalign LLC
California
$17.7M
SOS
159
Silver Oak Securities
Tennessee
$17.6M
DC
160
Destiny Capital
Colorado
$17.4M
Baird Financial Group
161
Baird Financial Group
Wisconsin
$17.4M
ML
162
McAdam LLC
Pennsylvania
$17.3M
FA
163
Freestate Advisors
Kansas
$17.1M
SF
164
Summit Financial
New Jersey
$17.1M
HFS
165
Horizon Financial Services
North Carolina
$17M
TFA
166
TPG Financial Advisors
Oregon
$17M
SW
167
SteelPeak Wealth
California
$16.8M
BCM
168
Brookstone Capital Management
Illinois
$16.5M
SWP
169
Stratos Wealth Partners
Ohio
$16.2M
CI
170
CX Institutional
Indiana
$15.9M
KPWS
171
Kestra Private Wealth Services
Texas
$15.8M
1IA
172
1834 Investment Advisors
Wisconsin
$15.8M
DI
173
Diligent Investors
California
$15M
GLR
174
Great Lakes Retirement
Ohio
$14.9M
AF
175
Abound Financial
California
$14.8M