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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
13.75%
Holding in Top 10
157
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-7.65%
% of All Funds
2.1%
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
LPL Financial
California
+$123M
2
Financial Engines Advisors
Financial Engines Advisors
California
+$119M
3
Goldman Sachs
Goldman Sachs
New York
+$74.1M
4
SFC
Strategic Financial Concepts
Texas
+$50.5M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$49.1M

Top Sellers

1
DFG
Demars Financial Group
Washington
-$907M
2
TC
TownSquare Capital
Utah
-$176M
3
Franklin Resources
Franklin Resources
California
-$170M
4
Ameriprise
Ameriprise
Minnesota
-$37.1M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$35.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
QC
251
Quent Capital
New York
$8.27M -$289K -5,528 -3%
LWP
252
Laurel Wealth Planning
Minnesota
$8.2M +$282K +5,396 +4%
AWS
253
Atria Wealth Solutions
New York
$8.19M -$1.02M -19,439 -11%
FFA
254
Farther Finance Advisors
California
$8.11M +$1.51M +28,851 +23%
1WM
255
1900 Wealth Management
Texas
$8.06M -$10.9K -208 -0.1%
KFI
256
Key Financial Inc
Pennsylvania
$8.04M +$603K +11,514 +8%
AFTS
257
American Financial & Tax Strategies
New York
$7.88M +$118K +2,253 +2%
LA
258
Lynch & Associates
Indiana
$7.88M +$150K +2,862 +2%
TF
259
TME Financial
California
$7.77M +$447K +8,542 +6%
PFG
260
PAX Financial Group
Texas
$7.76M -$619K -11,819 -7%
UFA
261
Uptown Financial Advisors
Texas
$7.44M +$664K +12,686 +10%
IWN
262
Independent Wealth Network
Iowa
$7.37M +$245K +4,679 +3%
PWM
263
Partnership Wealth Management
Maryland
$7.27M +$64K +1,223 +0.9%
RCWM
264
Red Crane Wealth Management
California
$7.26M +$208K +3,968 +3%
MWA
265
Motive Wealth Advisors
Michigan
$7.25M +$1.51M +28,820 +26%
VVP
266
Venture Visionary Partners
Ohio
$7.11M +$294K +5,610 +4%
SWA
267
Stratos Wealth Advisors
Ohio
$7.1M +$45.6K +872 +0.6%
DWM
268
Denver Wealth Management
Colorado
$7.09M -$164K -3,133 -2%
CWMS
269
Cannon Wealth Management Services
North Carolina
$7.08M +$9.53K +182 +0.1%
IP
270
Ignite Planners
California
$7.07M +$256K +4,836 +4%
AFA
271
AA Financial Advisors
Ohio
$7.07M -$367K -7,020 -5%
B
272
Bensler
Washington
$7.01M +$399K +7,621 +6%
CAGAS
273
Capital Advisory Group Advisory Services
Minnesota
$6.97M +$577K +11,028 +9%
CWA
274
Centennial Wealth Advisory
Michigan
$6.82M +$1.01M +19,210 +17%
AWA
275
Arete Wealth Advisors
Illinois
$6.77M +$334K +6,373 +5%
9 10
11
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