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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
LPL Financial
California
$2.36B
2
Financial Engines Advisors
Financial Engines Advisors
California
$4.24B
3
Goldman Sachs
Goldman Sachs
New York
$149M
4
SFC
Strategic Financial Concepts
Texas
$51.8M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$237M

Top Sellers

1
DFG
Demars Financial Group
Washington
$2.92M
2
TC
TownSquare Capital
Utah
$14.5M
3
Franklin Resources
Franklin Resources
California
$36.1M
4
Ameriprise
Ameriprise
Minnesota
$433M
5
Bank of New York Mellon
Bank of New York Mellon
New York
$131M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWM
276
Penobscot Wealth Management
Maine
$6.65M +$489K +9,349 +8%
GCA
277
Greenwood Capital Associates
South Carolina
$6.64M -$83.3K -1,592 -1%
SFG
278
Snider Financial Group
Washington
$6.63M +$296K +5,647 +5%
MWM
279
Modera Wealth Management
New Jersey
$6.62M +$87.6K +1,673 +1%
SIM
280
Synergy Investment Management
Florida
$6.53M +$858K +16,398 +15%
FPAS
281
Focus Partners Advisor Solutions
Missouri
$6.46M -$55.3K -1,056 -0.8%
MA
282
Mutual Advisors
Nebraska
$6.42M +$361K +6,706 +6%
IPW
283
Intergy Private Wealth
Colorado
$6.4M +$314 +6 +0%
SWM
284
Spire Wealth Management
Virginia
$6.25M -$834K -15,938 -12%
GWSG
285
GPS Wealth Strategies Group
Colorado
$6.14M +$211K +4,033 +4%
Natixis Advisors
286
Natixis Advisors
Massachusetts
$6.09M -$1.04M -19,956 -15%
FIM
287
Freedom Investment Management
Connecticut
$6.07M -$181K -3,457 -3%
SCP
288
Stevens Capital Partners
Nebraska
$6.07M +$152K +2,881 +3%
AAS
289
Asset Allocation Strategies
Michigan
$5.96M -$2.82M -53,942 -32%
Ensign Peak Advisors
290
Ensign Peak Advisors
Utah
$5.87M +$5.87M +112,094 New
CFG
291
Cooper Financial Group
California
$5.76M -$877K -16,756 -13%
TC
292
TAGStone Capital
North Carolina
$5.75M +$385K +7,225 +7%
IWP
293
IAG Wealth Partners
Wisconsin
$5.72M +$1.55M +29,665 +37%
SGWM
294
Sterling Group Wealth Management
California
$5.68M -$4.15M -79,278 -42%
Koshinski Asset Management
295
Koshinski Asset Management
Illinois
$5.65M +$18.6K +355 +0.3%
ATWA
296
Arbor Trust Wealth Advisors
Michigan
$5.61M -$788K -15,057 -12%
OAM
297
Occidental Asset Management
California
$5.58M +$149K +2,844 +3%
PAS
298
Park Avenue Securities
New York
$5.56M +$393K +7,518 +8%
GWP
299
Gateway Wealth Partners
Wisconsin
$5.53M +$560K +10,708 +11%
PWA
300
Phoenix Wealth Advisors
North Carolina
$5.51M -$675K -12,894 -11%
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