SPYV icon

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 %
TW
526
Towerpoint Wealth
California
$1.12M -$35.1K -670 -3%
CIAS
527
Capital Investment Advisory Services
North Carolina
$1.11M -$97.4K -1,861 -8%
CFB
528
Cullen/Frost Bankers
Texas
$1.11M +$5.86K +112 +0.5%
AO
529
Advisor OS
Illinois
$1.11M +$394K +7,522 +55%
GF
530
GGM Financials
Ohio
$1.11M -$253K -4,831 -19%
ACM
531
Advisors Capital Management
New Jersey
$1.1M +$23.4K +448 +2%
OIA
532
OneDigital Investment Advisors
Kansas
$1.1M -$146K -2,791 -12%
SPWM
533
Schrum Private Wealth Management
Florida
$1.09M +$3.35K +64 +0.3%
CBA
534
Coastal Bridge Advisors
Connecticut
$1.08M +$318K +6,077 +42%
CA
535
Centerpoint Advisors
Massachusetts
$1.08M – – –
FDW
536
Fourth Dimension Wealth
Ohio
$1.07M +$166K +3,163 +18%
RWA
537
Redhawk Wealth Advisors
Minnesota
$1.06M -$1.5M -28,717 -59%
FFG
538
Frisch Financial Group
New York
$1.05M +$552K +10,537 +111%
TFA
539
Tobias Financial Advisors
Florida
$1.04M -$24K -459 -2%
RFC
540
Regions Financial Corp
Alabama
$1.03M +$70.4K +1,345 +7%
RFP
541
Root Financial Partners
California
$1.01M -$137K -2,627 -12%
IAN
542
Integrated Advisors Network
Texas
$1.01M -$26.4K -505 -3%
SAI
543
Savvy Advisors Inc
New York
$1M +$45.4K +867 +5%
GT
544
Greenleaf Trust
Michigan
$1,000K -$47.1K -900 -4%
ATC
545
Argent Trust Co
Tennessee
$998K – – –
WPC
546
White Pine Capital
Minnesota
$995K +$2.88K +55 +0.3%
OCBCO
547
Oversea-Chinese Banking Corp (OCBC)
Singapore
$981K – – –
CTFG
548
Capstone Triton Financial Group
Oklahoma
$973K +$973K +18,590 New
SCM
549
Spring Capital Management
Texas
$968K – – –
SP
550
Sequent Planning
Nebraska
$960K +$122K +2,322 +14%
20 21
22
23 24