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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 %
SP
551
Sequent Planning
Nebraska
$960K +$122K +2,322 +14%
WP
552
WealthPLAN Partners
Nebraska
$959K +$93.1K +1,779 +11%
SAM
553
Smartleaf Asset Management
Massachusetts
$942K +$779K +14,950 +477%
WPW
554
Waldron Private Wealth
Pennsylvania
$938K – – –
SL
555
SWMG LLC
Texas
$935K +$177K +3,311 +23%
VCA
556
Verdence Capital Advisors
Maryland
$932K -$225K -4,306 -19%
SMF
557
Scott Marsh Financial
Utah
$911K +$911K +17,402 New
BWMG
558
Barnes Wealth Management Group
California
$910K +$2.46K +47 +0.3%
MSWM
559
McGlone Suttner Wealth Management
Wisconsin
$909K -$517K -9,878 -36%
KWA
560
Kingswood Wealth Advisors
California
$896K +$45.4K +868 +5%
LSA
561
Lansing Street Advisors
Pennsylvania
$884K -$231K -4,406 -21%
AWM
562
Able Wealth Management
New Jersey
$880K +$880K +16,819 New
CWM
563
Congress Wealth Management
Massachusetts
$873K +$873K +16,671 New
MIAS
564
Mason Investment Advisory Services
Virginia
$867K +$1.36K +26 +0.2%
CRI
565
Colonial River Investments
Virginia
$864K +$34.3K +644 +4%
CSS
566
Cubist Systematic Strategies
Connecticut
$860K +$860K +16,435 New
HC
567
Hurley Capital
New York
$847K – – –
RWM
568
RKL Wealth Management
Pennsylvania
$844K +$4.08K +78 +0.5%
HC
569
Headland Capital
South Carolina
$835K +$209 +4 +0%
LBC
570
Lowe Brockenbrough & Co
Virginia
$831K -$7.85K -150 -0.9%
MAG
571
M3 Advisory Group
Massachusetts
$831K -$39.4K -752 -5%
DWM
572
Drive Wealth Management
Utah
$831K -$20.5K -392 -2%
BMWM
573
Brown Miller Wealth Management
Virginia
$820K +$820K +15,676 New
SFS
574
Sowell Financial Services
Arkansas
$819K -$65.3K -1,247 -7%
LFAS
575
Level Four Advisory Services
Texas
$816K +$20K +383 +3%
21 22
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