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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
2.1%
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 %
WFS
401
WealthGarden F.S.
California
$2.55M +$397K +7,523 +18%
AF
402
Advisornet Financial
Minnesota
$2.52M +$79.2K +1,513 +3%
EWA
403
EP Wealth Advisors
California
$2.51M +$261K +4,987 +12%
AWP
404
Axis Wealth Partners
Rhode Island
$2.5M +$500K +9,544 +25%
1SB
405
1ST Source Bank
Indiana
$2.49M +$86K +1,644 +4%
RWM
406
Riverchase Wealth Management
Texas
$2.49M -$5.97K -114 -0.2%
JSL
407
JT Stratford LLC
Georgia
$2.48M +$9.68K +185 +0.4%
TWP
408
Tower Wealth Partners
Pennsylvania
$2.47M +$138K +2,629 +6%
IC
409
Innealta Capital
Texas
$2.47M +$547K +10,457 +28%
CGFA
410
Colton Groome Financial Advisors
North Carolina
$2.45M -$237K -4,535 -9%
FA
411
Fountainhead AM
New Jersey
$2.44M +$2.44M +46,553 New
WFP
412
Wrenne Financial Planning
Kentucky
$2.44M +$150K +2,865 +7%
AA
413
ArborFi Advisors
Michigan
$2.42M +$169K +3,231 +8%
CAC
414
Certified Advisory Corp
Florida
$2.38M -$684K -13,067 -22%
SIM
415
Stratos Investment Management
Ohio
$2.34M -$381K -7,279 -14%
NG
416
Norden Group
Utah
$2.32M +$478K +9,130 +26%
RIS
417
Retirement Income Solutions
Michigan
$2.32M -$272K -5,196 -10%
OCM
418
One Capital Management
California
$2.3M +$448K +8,562 +24%
QCM
419
Quantinno Capital Management
New York
$2.3M -$866K -16,547 -27%
LDB
420
Lee, Danner & Bass
Tennessee
$2.29M -$471K -9,000 -17%
WFA
421
Wells Financial Advisors
Massachusetts
$2.29M -$65.7K -1,255 -3%
FA
422
FF Advisors
California
$2.27M – – –
TI
423
Tidal Investments
Wisconsin
$2.25M -$467K -8,913 -17%
FWMP
424
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$2.24M -$47.7K -912 -2%
CAAM
425
Cornerstone Advisors Asset Management
Pennsylvania
$2.22M +$36.4K +695 +2%
15 16
17
18 19