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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
+$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 %
CAM
301
Cozad Asset Management
Illinois
$5.47M -$255K -4,863 -4%
Kovitz Investment Group Partners
302
Kovitz Investment Group Partners
Illinois
$5.45M +$4.46M +85,288 +454%
HSBC Holdings
303
HSBC Holdings
United Kingdom
$5.42M +$2.52M +48,064 +87%
BFG
304
Buttonwood Financial Group
Missouri
$5.42M +$108K +2,042 +2%
JFA
305
JNBA Financial Advisors
Minnesota
$5.36M -$305K -5,818 -5%
OSAM
306
O'Shaughnessy Asset Management
Connecticut
$5.3M +$938K +17,928 +22%
DWM
307
DecisionMap Wealth Management
Virginia
$5.2M +$155K +2,958 +3%
HI
308
Harbour Investments
Wisconsin
$5.19M +$130K +2,478 +3%
HFW
309
Horizon Family Wealth
Illinois
$5.14M +$367K +7,017 +8%
S
310
SharpePoint
Arizona
$5.09M -$10K -191 -0.2%
FFA
311
Florida Financial Advisors
Florida
$5M -$1.24M -23,444 -20%
AMG
312
Asset Management Group
Connecticut
$5M +$63.6K +1,216 +1%
BAM
313
Belpointe Asset Management
Nevada
$4.99M +$2.11M +40,219 +73%
FCA
314
Fortis Capital Advisors
Kansas
$4.99M +$2.11M +40,219 +73%
BBA
315
Braun-Bostich & Associates
Pennsylvania
$4.95M +$680K +12,996 +16%
CCAL
316
City Center Advisors LLC
Michigan
$4.92M +$698K +13,330 +17%
BCI
317
Brinker Capital Investments
Pennsylvania
$4.92M -$3.57M -68,184 -42%
UCFA
318
United Capital Financial Advisors
Texas
$4.89M -$577K -11,026 -11%
TW
319
TritonPoint Wealth
Maryland
$4.88M +$12.1K +231 +0.2%
FIA
320
Foundations Investment Advisors
Arizona
$4.86M +$399K +7,628 +9%
AQR Capital Management
321
AQR Capital Management
Connecticut
$4.79M +$1.35M +25,745 +39%
Lido Advisors
322
Lido Advisors
California
$4.75M -$128K -2,442 -3%
PTC
323
Private Trust Company
Ohio
$4.68M -$740K -14,142 -14%
CWA
324
Clarus Wealth Advisors
Arizona
$4.67M +$92.2K +1,743 +2%
PFG
325
Pacific Financial Group
Washington
$4.59M +$11K +210 +0.2%
11 12
13
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