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SPDR Portfolio S&P 500 Value ETF
SPYV

Overview Fund Activity

1,027 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 96 funds opening new positions, 447 increasing their positions, 341 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,027
Holders Change
+26
Holders Change %
+2.6%
% 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
96
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 %
FFA
451
Founders Financial Alliance
North Carolina
$1.86M +$253K +4,829 +16%
WFS
452
Weitzel Financial Services
Iowa
$1.81M +$28.9K +543 +2%
Janus Henderson Group
453
Janus Henderson Group
United Kingdom
$1.8M +$1.99K +38 +0.1%
NS
454
NBC Securities
Alabama
$1.8M +$1.22M +23,291 +209%
EA
455
Eclectic Associates
California
$1.8M -$14.8K -283 -0.8%
TCM
456
Tradewinds Capital Management
Washington
$1.78M -$218K -4,158 -11%
AWAU
457
Alliance Wealth Advisors (Utah)
Utah
$1.75M +$97.1K +1,855 +6%
AA
458
Altman Advisors
Illinois
$1.74M +$38.2K +2,920 +2%
RZH
459
Relyea Zuckerberg Hanson
Connecticut
$1.73M +$5.29K +101 +0.3%
IA
460
IFP Advisors
Florida
$1.73M -$138K -2,631 -7%
SF
461
Slagle Financial
Illinois
$1.72M +$1.72M +32,823 New
WP
462
WealthShield Partners
North Carolina
$1.71M -$158K -3,017 -8%
RFN
463
RDA Financial Network
Iowa
$1.71M -$96.4K -1,842 -5%
RSA
464
River Street Advisors
Illinois
$1.7M -$2.57K -49 -0.2%
SIAS
465
Summit Investment Advisory Services
Minnesota
$1.7M +$25.9K +494 +2%
EGA
466
E&G Advisors
Texas
$1.7M -$10.8K -206 -0.6%
SIA
467
Summit Investment Advisors
Maryland
$1.69M +$7.09K +136 +0.4%
EFG
468
Elios Financial Group
Ohio
$1.68M +$144K +2,755 +9%
AFP
469
Ausdal Financial Partners
Iowa
$1.68M -$451K -8,615 -21%
BNP Paribas Financial Markets
470
BNP Paribas Financial Markets
France
$1.67M -$10.5M -200,868 -86%
PCS
471
Private Client Services
Kentucky
$1.67M -$81.2K -1,551 -5%
FCP
472
Fidelis Capital Partners
Florida
$1.66M +$195K +3,691 +13%
LA
473
Lifeworks Advisors
Michigan
$1.66M -$26K -496 -2%
JWM
474
Jacksonville Wealth Management
Florida
$1.61M +$1.61M +30,824 New
CFIA
475
Cantor Fitzgerald Investment Advisors
New York
$1.61M +$117K +2,242 +8%
17 18
19
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