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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 %
HFA
476
Hutchinson Financial Advisors
Virginia
$1.6M +$1.6M +30,588 New
DI
477
DAGCO Inc
Ohio
$1.6M +$21.6K +412 +1%
PNC Financial Services Group
478
PNC Financial Services Group
Pennsylvania
$1.59M -$26.2K -501 -2%
TFCP
479
Twin Focus Capital Partners
Massachusetts
$1.58M +$94.2K +1,800 +6%
CAS
480
Coppell Advisory Solutions
Texas
$1.58M +$1.58M +30,302 New
SP
481
Stonebrook Private
Michigan
$1.58M -$1.46M -27,921 -48%
PWH
482
Priebe Wealth Holdings
Minnesota
$1.57M -$2.53M -48,261 -62%
IF
483
Intrua Financial
Texas
$1.56M -$756K -14,444 -33%
WMR
484
Wealth Management Resources
Rhode Island
$1.55M +$43.5K +831 +3%
OFS
485
OneAscent Financial Services
Alabama
$1.54M -$141K -2,663 -8%
RWMH
486
Riverpoint Wealth Management Holdings
Illinois
$1.53M -$24.8K -473 -2%
RCAG
487
Rehmann Capital Advisory Group
Michigan
$1.53M -$44.3K -846 -3%
OBWG
488
Onyx Bridge Wealth Group
New York
$1.52M -$364K -6,959 -19%
Invesco
489
Invesco
Georgia
$1.51M -$95.7K -1,828 -6%
FT
490
Fiduciary Trust
Massachusetts
$1.51M – – –
RFN
491
Redwood Financial Network
Ohio
$1.49M +$52K +993 +4%
BAG
492
Bridgewealth Advisory Group
California
$1.49M -$165K -3,153 -10%
AF
493
Apollon Financial
South Carolina
$1.48M -$58K -1,108 -4%
SMA
494
Seven Mile Advisory
New Jersey
$1.47M – – –
IHWM
495
Iron Horse Wealth Management
Iowa
$1.46M -$18.3K -350 -1%
IFA
496
Index Fund Advisors
California
$1.45M +$13.5K +258 +0.9%
BWFA
497
Baltimore-Washington Financial Advisors
Maryland
$1.44M -$54.6K -1,044 -4%
FPW
498
Flagship Private Wealth
Massachusetts
$1.44M +$10.3K +197 +0.7%
FNWA
499
Financial Network Wealth Advisors
Utah
$1.44M -$12.1K -231 -0.8%
CWMGP
500
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$1.43M +$166K +3,166 +13%
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