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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 %
LSWP
501
Liberty Square Wealth Partners
Pennsylvania
$1.41M – – –
RIM
502
Redwood Investment Management
Arizona
$1.39M -$17.3K -331 -1%
CFS
503
Commonwealth Financial Services
West Virginia
$1.36M -$95.5K -1,825 -7%
William Blair & Company
504
William Blair & Company
Illinois
$1.36M -$514K -9,825 -27%
CAMG
505
CWA Asset Management Group
Florida
$1.35M -$181K -3,466 -12%
TCA
506
Transcend Capital Advisors
New Jersey
$1.32M +$162K +3,099 +14%
MA
507
MKT Advisors
California
$1.31M +$305K +5,777 +30%
CW
508
CreativeOne Wealth
Kansas
$1.31M +$455K +8,698 +53%
CWG
509
Cornerstone Wealth Group
North Carolina
$1.3M +$378K +7,224 +41%
NCMW
510
Northern Capital Management (Washington)
Washington
$1.3M +$712K +13,596 +121%
RW
511
REDW Wealth
New Mexico
$1.29M +$52 +1 +0%
MCM
512
MAI Capital Management
Ohio
$1.25M +$94.1K +1,797 +8%
HWA
513
Heritage Wealth Architects
Minnesota
$1.24M +$1.24M +23,748 New
DPI
514
Diversified Portfolios Inc
Michigan
$1.22M +$8.11K +155 +0.7%
OAS
515
Optivise Advisory Services
Tennessee
$1.21M -$36.3K -693 -3%
RSF
516
Rik Saylor Financial
Ohio
$1.2M +$419 +8 +0%
SWMG
517
Sanchez Wealth Management Group
Florida
$1.2M -$462K -8,828 -28%
EI
518
Ellevest Inc
New York
$1.18M +$15.3K +293 +1%
HWM
519
Howard Wealth Management
Connecticut
$1.17M -$20.9K -400 -2%
MGIA
520
Moneta Group Investment Advisors
Missouri
$1.16M +$206K +3,935 +22%
CAM
521
Cresset Asset Management
Illinois
$1.16M -$69.2K -1,322 -6%
ASN
522
Advisory Services Network
Georgia
$1.16M +$51.9K +983 +5%
M
523
MATAURO
New York
$1.16M -$247K -4,710 -18%
SPC
524
Sigma Planning Corp
Michigan
$1.15M +$12.4K +236 +1%
CA
525
Calton & Associates
Florida
$1.13M -$585K -11,168 -34%
19 20
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