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SPDR Portfolio S&P 500 Value ETF
SPYV

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 %
Financial Engines Advisors
1
Financial Engines Advisors
California
$4.24B 81,086,542 +2,276,767 +3%
LPL Financial
2
LPL Financial
California
$2.36B 45,142,578 +2,350,130 +5%
AF
3
Allworth Financial
California
$870M 16,630,130 +422,591 +3%
Morgan Stanley
4
Morgan Stanley
New York
$513M 9,796,229 -13,078 -0.1%
VA
5
Valmark Advisers
Ohio
$433M 8,271,615 +326,580 +4%
Ameriprise
6
Ameriprise
Minnesota
$433M 8,271,005 -709,317 -8%
JPMorgan Chase & Co
7
JPMorgan Chase & Co
New York
$376M 7,191,638 +390,643 +6%
UBS Group
8
UBS Group
Switzerland
$346M 6,609,996 -108,943 -2%
Bank of America
9
Bank of America
North Carolina
$339M 6,478,462 +337,506 +5%
Raymond James Financial
10
Raymond James Financial
Florida
$305M 5,821,052 +80,477 +1%
AA
11
Advisory Alpha
Michigan
$273M 5,213,790 +189,720 +4%
EH
12
Equitable Holdings
New York
$255M 4,879,270 +442,360 +10%
HI
13
Horizon Investments
North Carolina
$249M 4,757,058 -302,542 -6%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$245M 4,673,435 +453,446 +11%
NP
15
NorthRock Partners
Minnesota
$242M 4,625,524 +180,503 +4%
Wealth Enhancement Advisory Services
16
Wealth Enhancement Advisory Services
Minnesota
$237M 4,456,511 +921,933 +26%
WJA
17
Willis Johnson & Associates
Texas
$230M 4,392,930 +259,579 +6%
QWP
18
Quotient Wealth Partners
Texas
$229M 4,384,101 +164,658 +4%
DWM
19
Dynasty Wealth Management
Florida
$219M 4,189,223 -204,912 -5%
Carson Wealth (CWM LLC)
20
Carson Wealth (CWM LLC)
Nebraska
$219M 4,188,320 +102,684 +3%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$219M 4,182,883 -320,550 -7%
TIAA Trust, National Association
22
TIAA Trust, National Association
North Carolina
$200M 3,823,232 +895,188 +31%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$194M 3,709,949 +464,938 +14%
Cerity Partners
24
Cerity Partners
New York
$181M 3,455,643 +17,182 +0.5%
Osaic Holdings
25
Osaic Holdings
Arizona
$180M 3,495,594 -388,647 -10%
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