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SPDR Portfolio S&P 500 Value ETF
SPYV

Overview Fund Activity

1,024 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, 445 increasing their positions, 341 reducing their positions, and 44 closing their positions.

Holders
1,024
Holders Change
+23
Holders Change %
+2.3%
% of All Funds
13.75%
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
445
Reduced
341
Closed
44
Calls
$10.7M
Puts
$984K
Net Calls
+$9.69M
Net Calls Change
-$2.01M

Top Buyers

1
LPL Financial
1
LPL Financial
California
$2.36B
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$4.24B
3
Goldman Sachs
3
Goldman Sachs
New York
$149M
4
SFC
4
Strategic Financial Concepts
Texas
$51.8M
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$237M

Top Sellers

1
DFG
1
Demars Financial Group
Washington
$2.92M
2
TC
2
TownSquare Capital
Utah
$14.5M
3
Franklin Resources
3
Franklin Resources
California
$36.1M
4
Ameriprise
4
Ameriprise
Minnesota
$433M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$131M
Name Market Value Shares Shares
Change 		Shares
Change %
NAS
26
Nicolet Advisory Services
Wisconsin
$163M 3,131,577 +153,086 +5%
CWM
27
Connecticut Wealth Management
Connecticut
$160M 3,051,332 +313,144 +11%
PAG
28
Private Advisor Group
New Jersey
$153M 2,925,054 -486,463 -14%
Goldman Sachs
29
Goldman Sachs
New York
$149M 2,839,061 +1,415,010 +99%
AWM
30
AE Wealth Management
Kansas
$137M 2,608,841 +480,559 +23%
Betterment LLC
31
Betterment LLC
New York
$131M 2,512,074 -62,758 -2%
Bank of New York Mellon
32
Bank of New York Mellon
New York
$131M 2,500,425 -676,917 -21%
HighTower Advisors
33
HighTower Advisors
Illinois
$125M 2,392,796 -71,918 -3%
LFS
34
Lutz Financial Services
Nebraska
$116M 2,206,774 -1,175 -0.1%
Stifel Financial
35
Stifel Financial
Missouri
$110M 2,110,741 +277,201 +15%
FNT
36
First National Trust
Pennsylvania
$110M 2,103,940 +141,753 +7%
GKWIM
37
Gerber Kawasaki Wealth & Investment Management
California
$110M 2,096,598 +83,683 +4%
OWA
38
Octavia Wealth Advisors
Ohio
$108M 2,064,818 +69,940 +4%
Mariner
39
Mariner
Kansas
$101M 1,933,939 +111,858 +6%
ACM
40
AlphaStar Capital Management
North Carolina
$98.4M 1,880,110 +345,951 +23%
Corient Private Wealth
41
Corient Private Wealth
Florida
$96.2M 1,838,839 +935,644 +104%
Northwestern Mutual Wealth Management
42
Northwestern Mutual Wealth Management
Wisconsin
$94.9M 1,813,974 +282,999 +18%
AWM
43
Angeles Wealth Management
California
$93.3M 1,782,982 -134,761 -7%
MFG
44
Magnus Financial Group
New York
$92.7M 1,770,576 +46,301 +3%
Wells Fargo
45
Wells Fargo
California
$87.6M 1,673,891 +58,830 +4%
ONB
46
Old National Bancorp
Indiana
$84.4M 1,613,259 -73,980 -4%
BEI
47
Benjamin Edwards Inc
Missouri
$83.6M 1,596,810 +310,336 +24%
SQA
48
Simon Quick Advisors
New Jersey
$82.3M 1,573,204 -222,936 -12%
BB
49
Bell Bank
North Dakota
$79.4M 1,516,195 +74,226 +5%
Commonwealth Equity Services
50
Commonwealth Equity Services
Massachusetts
$77.7M 1,484,953 +77,774 +6%
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