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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 %
Comerica Bank
351
Comerica Bank
Texas
$3.7M +$196K +3,743 +6%
RTL
352
Red Tortoise LLC
Georgia
$3.67M +$10.8K +207 +0.3%
MAMG
353
Milestone Asset Management Group
Connecticut
$3.61M +$101K +1,925 +3%
Citigroup
354
Citigroup
New York
$3.57M -$51.2K -978 -1%
AI
355
Atria Investments
North Carolina
$3.56M -$5.45M -104,183 -61%
PCIA
356
Prime Capital Investment Advisors
Kansas
$3.51M -$11.3M -216,238 -76%
CSPIA
357
Cary Street Partners Investment Advisory
Virginia
$3.49M +$436K +8,334 +14%
BC
358
Burney Company
Virginia
$3.48M +$999K +19,089 +40%
SW
359
SVB Wealth
Massachusetts
$3.44M -$1.05M -19,987 -23%
JFG
360
JDM Financial Group
Texas
$3.44M -$2.51K -48 -0.1%
Renaissance Technologies
361
Renaissance Technologies
New York
$3.43M +$3.43M +65,600 New
PWM
362
Perigon Wealth Management
California
$3.42M -$429K -8,196 -11%
CWM
363
Cornerstone Wealth Management
Missouri
$3.35M -$52K -993 -2%
ITB
364
Idaho Trust Bank
Idaho
$3.33M -$89.8K -1,716 -3%
GEA
365
Glen Eagle Advisors
New Jersey
$3.31M -$109K -2,081 -3%
US Bancorp
366
US Bancorp
Minnesota
$3.27M -$61.7K -1,178 -2%
HF
367
HRT Financial
New York
$3.27M +$2.76M +52,812 +543%
PFS
368
Prospera Financial Services
Texas
$3.21M -$24.2K -463 -0.7%
AIS
369
American Investment Services
Massachusetts
$3.18M -$101K -1,932 -3%
FMTCOCP
370
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$3.11M +$1.88M +35,960 +153%
GK
371
Graney & King
New York
$3.1M -$13.7M -261,696 -82%
BMWS
372
Brady Martz Wealth Solutions
North Dakota
$3.1M -$106K -2,033 -3%
CAL
373
Capital Analysts LLC
Pennsylvania
$3.08M +$1.46M +27,974 +91%
EWM
374
Empirical Wealth Management
Washington
$3.07M +$359K +6,850 +13%
MWC
375
MBM Wealth Consultants
Missouri
$3.01M +$64.2K +1,226 +2%
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