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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 %
CFG
326
Citizens Financial Group
Rhode Island
$4.46M +$4.5K +86 +0.1%
RBWA
327
RFG - Bristol Wealth Advisors
Massachusetts
$4.46M +$693K +13,239 +18%
IA
328
Inspire Advisors
Idaho
$4.45M +$703K +13,431 +19%
SHJ
329
Sharkey, Howes & Javer
Colorado
$4.43M +$369K +7,051 +9%
P
330
&Partners
Tennessee
$4.37M +$2.84M +54,262 +185%
GSWM
331
Golden State Wealth Management
California
$4.25M -$45.8K -875 -1%
SL
332
Salomon & Ludwin
Virginia
$4.2M +$468K +8,838 +13%
MCM
333
MidAtlantic Capital Management
Virginia
$4.19M – – –
JWCA
334
J.W. Cole Advisors
Florida
$4.16M +$550K +10,500 +15%
UAG
335
United Advisor Group
Ohio
$4.15M +$1.44M +27,582 +53%
IA
336
Integrity Alliance
Iowa
$4.14M -$3.31M -63,201 -44%
PIFP
337
Partners in Financial Planning
Virginia
$4.07M +$1.6M +30,605 +65%
TFA
338
Tranquilli Financial Advisor
New Jersey
$4.04M -$1.61M -30,701 -28%
TSWM
339
Tyler-Stone Wealth Management
Ohio
$3.94M -$63.1K -1,205 -2%
PA
340
PFG Advisors
Arizona
$3.91M +$2.08M +39,667 +114%
AMM
341
American Money Management
California
$3.89M -$57.7K -1,102 -1%
CWM
342
Copia Wealth Management
Oregon
$3.86M -$4.71K -90 -0.1%
IJWM
343
Inman Jager Wealth Management
Mississippi
$3.82M +$691K +13,197 +22%
AAS
344
Ameritas Advisory Services
Nebraska
$3.79M -$1.4M -26,686 -27%
KFP
345
Keener Financial Planning
Texas
$3.78M +$255K +4,874 +7%
CAPTRUST Financial Advisors
346
CAPTRUST Financial Advisors
North Carolina
$3.76M -$42.9K -820 -1%
RA
347
RFG Advisory
Alabama
$3.75M -$1.62M -30,859 -30%
TDWM
348
Topel & Distasi Wealth Management
California
$3.73M – – –
WC
349
Waterloo Capital
Texas
$3.71M -$257K -4,919 -6%
CI
350
Ceera Investments
Texas
$3.7M +$2.52M +48,058 +212%
12 13
14
15 16