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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 %
WANY
426
Wealthspire Advisors (New York)
New York
$2.22M -$323K -6,167 -13%
WAN
427
Wealth Advisors Northwest
Oregon
$2.21M -$55.6K -1,063 -2%
GL
428
Graypoint LLC
New York
$2.21M +$262 +5 +0%
TCWM
429
Total Clarity Wealth Management
Illinois
$2.14M -$1.27M -24,352 -37%
USCWA
430
U.S. Capital Wealth Advisors
Texas
$2.11M -$680 -13 -0%
WCM
431
WealthTrak Capital Management
Virginia
$2.11M -$1.42M -27,057 -40%
MNA
432
Manning & Napier Advisors
New York
$2.1M +$2.1M +40,209 New
RWM
433
Ritholtz Wealth Management
New York
$2.1M -$2.59M -49,562 -55%
FIC
434
FCG Investment Company
Tennessee
$2.07M +$115K +2,188 +6%
OMC
435
Old Mission Capital
Illinois
$2.04M -$464K -8,866 -19%
SWM
436
Seaside Wealth Management
California
$2.02M -$187K -3,574 -8%
BlackRock
437
BlackRock
New York
$2.02M -$443K -8,470 -18%
WWM
438
WJ Wealth Management
Arizona
$2M -$107K -2,050 -5%
MAS
439
MPWM Advisory Solutions
Georgia
$2M -$51.7K -988 -3%
CPL
440
CAP Partners LLC
Tennessee
$1.98M +$455K +8,687 +30%
Bank of Montreal
441
Bank of Montreal
Ontario, Canada
$1.97M -$899K -17,169 -31%
CPIG
442
Chicago Partners Investment Group
Illinois
$1.94M -$33.3K -620 -2%
BA
443
Bristlecone Advisors
Washington
$1.93M -$120K -2,289 -6%
BMD
444
Better Money Decisions
New Mexico
$1.92M +$55.6K +1,062 +3%
ACA
445
Affinity Capital Advisors
California
$1.89M +$1.2M +22,941 +174%
AWA
446
Arkadios Wealth Advisors
Georgia
$1.89M +$7.59K +145 +0.4%
IAA
447
Independent Advisor Alliance
North Carolina
$1.88M +$426K +8,134 +29%
GAM
448
Gotham Asset Management
New York
$1.87M +$75.6K +1,444 +4%
VFS
449
Valpey Financial Services
New Hampshire
$1.86M +$1.86M +35,595 New
FFA
450
Founders Financial Alliance
North Carolina
$1.86M +$253K +4,829 +16%
16 17
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