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SPDR Portfolio S&P 500 Value ETF
SPYV

Overview Fund Activity

1,026 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, 447 increasing their positions, 341 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,026
Holders Change
+25
Holders Change %
+2.5%
% of All Funds
13.76%
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
447
Reduced
341
Closed
44
Calls
$19.4M
Puts
$1.21M
Net Calls
+$18.2M
Net Calls Change
+$6.47M

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 Holding Trade Value Shares
Change 		Shares
Change %
OHIS
226
Oak Harvest Investment Services
Texas
$9.8M -$266K -5,087 -3%
CIBC Private Wealth Group
227
CIBC Private Wealth Group
Georgia
$9.61M +$424K +8,107 +5%
HHGC
228
Hunting Hill Global Capital
New York
$9.6M +$9.6M +183,379 New
GWAM
229
Guardian Wealth Advisors (Minnesota)
Minnesota
$9.58M +$1.72M +32,810 +22%
AssetMark Inc
230
AssetMark Inc
California
$9.55M +$1.49M +28,493 +19%
PC
231
Pecaut & Co
Iowa
$9.5M +$453K +8,649 +5%
CIA
232
Concurrent Investment Advisors
Florida
$9.48M -$894K -17,082 -9%
PWG
233
Private Wealth Group
Florida
$9.33M +$817K +15,611 +10%
BWM
234
BCS Wealth Management
Tennessee
$9.26M +$256K +4,886 +3%
FF
235
Foronjy Financial
California
$9.25M +$9.25M +176,652 New
SAM
236
Smithbridge Asset Management
Pennsylvania
$9.13M +$1.39M +26,572 +18%
SSW
237
Stone Summit Wealth
Florida
$9.13M -$934K -17,838 -9%
PWG
238
Portside Wealth Group
Utah
$9.06M +$524K +10,003 +6%
FAIM
239
Financial Advocates Investment Management
Washington
$9.03M +$1.18M +22,615 +15%
FGC
240
Financial Gravity Companies
Texas
$8.95M +$8.95M +170,978 New
VA
241
VestGen Advisors
Illinois
$8.93M -$1.01M -19,279 -10%
WFPG
242
Waller Financial Planning Group
Ohio
$8.71M +$1.74M +33,252 +25%
JWS
243
Juncture Wealth Strategies
Arizona
$8.64M -$545K -10,408 -6%
PIS
244
POM Investment Strategies
North Carolina
$8.62M +$8.53M +163,042 +10,064%
GB
245
Gunma Bank
Japan
$8.54M -$680K -13,000 -7%
Susquehanna International Group
246
Susquehanna International Group
Pennsylvania
$8.52M +$6.81M +130,155 +398%
CAM
247
Cobblestone Asset Management
Virginia
$8.5M +$407K +7,771 +5%
AI
248
Auour Investments
Massachusetts
$8.44M +$253K +4,833 +3%
CSWG
249
Cardinal Strategic Wealth Guidance
Kentucky
$8.28M +$827K +15,800 +11%
TC
250
Trilogy Capital
California
$8.27M +$341K +6,510 +4%
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