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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 %
DI
476
DAGCO Inc
Ohio
$1.6M +$21.6K +412 +1%
PNC Financial Services Group
477
PNC Financial Services Group
Pennsylvania
$1.59M -$26.2K -501 -2%
TFCP
478
Twin Focus Capital Partners
Massachusetts
$1.58M +$94.2K +1,800 +6%
CAS
479
Coppell Advisory Solutions
Texas
$1.58M +$1.58M +30,302 New
SP
480
Stonebrook Private
Michigan
$1.58M -$1.46M -27,921 -48%
PWH
481
Priebe Wealth Holdings
Minnesota
$1.57M -$2.53M -48,261 -62%
IF
482
Intrua Financial
Texas
$1.56M -$756K -14,444 -33%
WMR
483
Wealth Management Resources
Rhode Island
$1.55M +$43.5K +831 +3%
OFS
484
OneAscent Financial Services
Alabama
$1.54M -$141K -2,663 -8%
RWMH
485
Riverpoint Wealth Management Holdings
Illinois
$1.53M -$24.8K -473 -2%
RCAG
486
Rehmann Capital Advisory Group
Michigan
$1.53M -$44.3K -846 -3%
OBWG
487
Onyx Bridge Wealth Group
New York
$1.52M -$364K -6,959 -19%
Invesco
488
Invesco
Georgia
$1.51M -$95.7K -1,828 -6%
FT
489
Fiduciary Trust
Massachusetts
$1.51M – – –
RFN
490
Redwood Financial Network
Ohio
$1.49M +$52K +993 +4%
BAG
491
Bridgewealth Advisory Group
California
$1.49M -$165K -3,153 -10%
AF
492
Apollon Financial
South Carolina
$1.48M -$58K -1,108 -4%
SMA
493
Seven Mile Advisory
New Jersey
$1.47M – – –
IHWM
494
Iron Horse Wealth Management
Iowa
$1.46M -$18.3K -350 -1%
IFA
495
Index Fund Advisors
California
$1.45M +$13.5K +258 +0.9%
BWFA
496
Baltimore-Washington Financial Advisors
Maryland
$1.44M -$54.6K -1,044 -4%
FPW
497
Flagship Private Wealth
Massachusetts
$1.44M +$10.3K +197 +0.7%
FNWA
498
Financial Network Wealth Advisors
Utah
$1.44M -$12.1K -231 -0.8%
CWMGP
499
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$1.43M +$166K +3,166 +13%
IWS
500
Integrity Wealth Solutions
Colorado
$1.42M +$93.8K +1,793 +7%
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