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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
451
Weitzel Financial Services
Iowa
$1.81M +$28.9K +543 +2%
Janus Henderson Group
452
Janus Henderson Group
United Kingdom
$1.8M +$1.99K +38 +0.1%
NS
453
NBC Securities
Alabama
$1.8M +$1.22M +23,291 +209%
EA
454
Eclectic Associates
California
$1.8M -$14.8K -283 -0.8%
TCM
455
Tradewinds Capital Management
Washington
$1.78M -$218K -4,158 -11%
AWAU
456
Alliance Wealth Advisors (Utah)
Utah
$1.75M +$97.1K +1,855 +6%
AA
457
Altman Advisors
Illinois
$1.74M +$38.2K +2,920 +2%
RZH
458
Relyea Zuckerberg Hanson
Connecticut
$1.73M +$5.29K +101 +0.3%
IA
459
IFP Advisors
Florida
$1.73M -$138K -2,631 -7%
SF
460
Slagle Financial
Illinois
$1.72M +$1.72M +32,823 New
WP
461
WealthShield Partners
North Carolina
$1.71M -$158K -3,017 -8%
RFN
462
RDA Financial Network
Iowa
$1.71M -$96.4K -1,842 -5%
RSA
463
River Street Advisors
Illinois
$1.7M -$2.57K -49 -0.2%
SIAS
464
Summit Investment Advisory Services
Minnesota
$1.7M +$25.9K +494 +2%
EGA
465
E&G Advisors
Texas
$1.7M -$10.8K -206 -0.6%
SIA
466
Summit Investment Advisors
Maryland
$1.69M +$7.09K +136 +0.4%
EFG
467
Elios Financial Group
Ohio
$1.68M +$144K +2,755 +9%
AFP
468
Ausdal Financial Partners
Iowa
$1.68M -$451K -8,615 -21%
BNP Paribas Financial Markets
469
BNP Paribas Financial Markets
France
$1.67M -$10.5M -200,868 -86%
PCS
470
Private Client Services
Kentucky
$1.67M -$81.2K -1,551 -5%
FCP
471
Fidelis Capital Partners
Florida
$1.66M +$195K +3,691 +13%
LA
472
Lifeworks Advisors
Michigan
$1.66M -$26K -496 -2%
JWM
473
Jacksonville Wealth Management
Florida
$1.61M +$1.61M +30,824 New
CFIA
474
Cantor Fitzgerald Investment Advisors
New York
$1.61M +$117K +2,242 +8%
HFA
475
Hutchinson Financial Advisors
Virginia
$1.6M +$1.6M +30,588 New
17 18
19
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