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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 %
CA
526
Calton & Associates
Florida
$1.13M -$585K -11,168 -34%
TW
527
Towerpoint Wealth
California
$1.12M -$35.1K -670 -3%
CIAS
528
Capital Investment Advisory Services
North Carolina
$1.11M -$97.4K -1,861 -8%
CFB
529
Cullen/Frost Bankers
Texas
$1.11M +$5.86K +112 +0.5%
AO
530
Advisor OS
Illinois
$1.11M +$394K +7,522 +55%
GF
531
GGM Financials
Ohio
$1.11M -$253K -4,831 -19%
ACM
532
Advisors Capital Management
New Jersey
$1.1M +$23.4K +448 +2%
OIA
533
OneDigital Investment Advisors
Kansas
$1.1M -$146K -2,791 -12%
SPWM
534
Schrum Private Wealth Management
Florida
$1.09M +$3.35K +64 +0.3%
CBA
535
Coastal Bridge Advisors
Connecticut
$1.08M +$318K +6,077 +42%
CA
536
Centerpoint Advisors
Massachusetts
$1.08M – – –
FDW
537
Fourth Dimension Wealth
Ohio
$1.07M +$166K +3,163 +18%
RWA
538
Redhawk Wealth Advisors
Minnesota
$1.06M -$1.5M -28,717 -59%
FFG
539
Frisch Financial Group
New York
$1.05M +$552K +10,537 +111%
TFA
540
Tobias Financial Advisors
Florida
$1.04M -$24K -459 -2%
RFC
541
Regions Financial Corp
Alabama
$1.03M +$70.4K +1,345 +7%
RFP
542
Root Financial Partners
California
$1.01M -$137K -2,627 -12%
IAN
543
Integrated Advisors Network
Texas
$1.01M -$26.4K -505 -3%
SAI
544
Savvy Advisors Inc
New York
$1M +$45.4K +867 +5%
GT
545
Greenleaf Trust
Michigan
$1,000K -$47.1K -900 -4%
ATC
546
Argent Trust Co
Tennessee
$998K – – –
WPC
547
White Pine Capital
Minnesota
$995K +$2.88K +55 +0.3%
OCBCO
548
Oversea-Chinese Banking Corp (OCBC)
Singapore
$981K – – –
CTFG
549
Capstone Triton Financial Group
Oklahoma
$973K +$973K +18,590 New
SCM
550
Spring Capital Management
Texas
$968K – – –
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