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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
VBFP
201
Valtinson Bruner Financial Planning
Minnesota
$12.4M
SWA
202
SOA Wealth Advisors
New York
$12.4M
HPC
203
Hobart Private Capital
North Carolina
$12.3M
NC
204
NewSquare Capital
Pennsylvania
$12.2M
SI
205
Stephens Inc
Arkansas
$12.1M
ORG
206
Optimist Retirement Group
Washington
$12.1M
NG
207
Novem Group
New York
$12.1M
GWM
208
Gibbs Wealth Management
Georgia
$11.7M
MPM
209
Meritage Portfolio Management
Kansas
$11.7M
FC
210
Financial Council
Maryland
$11.7M
GIA
211
GHP Investment Advisors
Colorado
$11.6M
RWM
212
Reston Wealth Management
Virginia
$11.6M
GFG
213
Goldstone Financial Group
Illinois
$11.5M
NECFA
214
New England Capital Financial Advisors
Connecticut
$11.1M
HA
215
Hofer & Associates
California
$10.9M
Nomura Asset Management
216
Nomura Asset Management
Japan
$10.7M
WI
217
WrapManager Inc
California
$10.6M
KAS
218
Kestra Advisory Services
Texas
$10.4M
GG
219
GenWealth Group
New Jersey
$10.2M
M&T Bank
220
M&T Bank
New York
$10.2M
CWM
221
Collaborative Wealth Management
Florida
$10.1M
AWM
222
Axxcess Wealth Management
California
$10.1M
PC
223
Promus Capital
Illinois
$10M
Focus Partners Wealth
224
Focus Partners Wealth
Massachusetts
$9.94M
SC
225
Savant Capital
Illinois
$9.85M