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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 %
IWS
501
Integrity Wealth Solutions
Colorado
$1.42M +$93.8K +1,793 +7%
LSWP
502
Liberty Square Wealth Partners
Pennsylvania
$1.41M – – –
RIM
503
Redwood Investment Management
Arizona
$1.39M -$17.3K -331 -1%
CFS
504
Commonwealth Financial Services
West Virginia
$1.36M -$95.5K -1,825 -7%
William Blair & Company
505
William Blair & Company
Illinois
$1.36M -$514K -9,825 -27%
CAMG
506
CWA Asset Management Group
Florida
$1.35M -$181K -3,466 -12%
TCA
507
Transcend Capital Advisors
New Jersey
$1.32M +$162K +3,099 +14%
MA
508
MKT Advisors
California
$1.31M +$305K +5,777 +30%
CW
509
CreativeOne Wealth
Kansas
$1.31M +$455K +8,698 +53%
CWG
510
Cornerstone Wealth Group
North Carolina
$1.3M +$378K +7,224 +41%
NCMW
511
Northern Capital Management (Washington)
Washington
$1.3M +$712K +13,596 +121%
RW
512
REDW Wealth
New Mexico
$1.29M +$52 +1 +0%
MCM
513
MAI Capital Management
Ohio
$1.25M +$94.1K +1,797 +8%
HWA
514
Heritage Wealth Architects
Minnesota
$1.24M +$1.24M +23,748 New
DPI
515
Diversified Portfolios Inc
Michigan
$1.22M +$8.11K +155 +0.7%
OAS
516
Optivise Advisory Services
Tennessee
$1.21M -$36.3K -693 -3%
RSF
517
Rik Saylor Financial
Ohio
$1.2M +$419 +8 +0%
SWMG
518
Sanchez Wealth Management Group
Florida
$1.2M -$462K -8,828 -28%
EI
519
Ellevest Inc
New York
$1.18M +$15.3K +293 +1%
HWM
520
Howard Wealth Management
Connecticut
$1.17M -$20.9K -400 -2%
MGIA
521
Moneta Group Investment Advisors
Missouri
$1.16M +$206K +3,935 +22%
CAM
522
Cresset Asset Management
Illinois
$1.16M -$69.2K -1,322 -6%
ASN
523
Advisory Services Network
Georgia
$1.16M +$51.9K +983 +5%
M
524
MATAURO
New York
$1.16M -$247K -4,710 -18%
SPC
525
Sigma Planning Corp
Michigan
$1.15M +$12.4K +236 +1%
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