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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 %
WP
551
WealthPLAN Partners
Nebraska
$959K +$93.1K +1,779 +11%
SAM
552
Smartleaf Asset Management
Massachusetts
$942K +$779K +14,950 +477%
WPW
553
Waldron Private Wealth
Pennsylvania
$938K – – –
SL
554
SWMG LLC
Texas
$935K +$177K +3,311 +23%
VCA
555
Verdence Capital Advisors
Maryland
$932K -$225K -4,306 -19%
SMF
556
Scott Marsh Financial
Utah
$911K +$911K +17,402 New
BWMG
557
Barnes Wealth Management Group
California
$910K +$2.46K +47 +0.3%
MSWM
558
McGlone Suttner Wealth Management
Wisconsin
$909K -$517K -9,878 -36%
KWA
559
Kingswood Wealth Advisors
California
$896K +$45.4K +868 +5%
LSA
560
Lansing Street Advisors
Pennsylvania
$884K -$231K -4,406 -21%
AWM
561
Able Wealth Management
New Jersey
$880K +$880K +16,819 New
CWM
562
Congress Wealth Management
Massachusetts
$873K +$873K +16,671 New
MIAS
563
Mason Investment Advisory Services
Virginia
$867K +$1.36K +26 +0.2%
CRI
564
Colonial River Investments
Virginia
$864K +$34.3K +644 +4%
CSS
565
Cubist Systematic Strategies
Connecticut
$860K +$860K +16,435 New
HC
566
Hurley Capital
New York
$847K – – –
RWM
567
RKL Wealth Management
Pennsylvania
$844K +$4.08K +78 +0.5%
HC
568
Headland Capital
South Carolina
$835K +$209 +4 +0%
LBC
569
Lowe Brockenbrough & Co
Virginia
$831K -$7.85K -150 -0.9%
MAG
570
M3 Advisory Group
Massachusetts
$831K -$39.4K -752 -5%
DWM
571
Drive Wealth Management
Utah
$831K -$20.5K -392 -2%
BMWM
572
Brown Miller Wealth Management
Virginia
$820K +$820K +15,676 New
SFS
573
Sowell Financial Services
Arkansas
$819K -$65.3K -1,247 -7%
LFAS
574
Level Four Advisory Services
Texas
$816K +$20K +383 +3%
SAM
575
Sequent Asset Management
Texas
$807K -$35.4K -676 -4%
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