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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
13.75%
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 %
LTL
576
Lowery Thomas LLC
California
$804K -$119K -2,280 -13%
MAWCM
577
Mine & Arao Wealth Creation & Management
California
$798K +$1.94K +37 +0.2%
IF
578
Ironwood Financial
Arizona
$797K – – –
FI
579
Financial Insights
Washington
$792K -$1.57K -30 -0.2%
Jane Street
580
Jane Street
New York
$787K +$384K +7,340 +95%
WA
581
Wealthstream Advisors
New York
$782K – – –
BWL
582
Bogart Wealth LLC
Virginia
$777K +$2.83K +54 +0.4%
ACM
583
Advance Capital Management
Michigan
$774K +$471 +9 +0.1%
PI
584
PFG Investments
New York
$774K +$8.95K +171 +1%
Thrivent Financial for Lutherans
585
Thrivent Financial for Lutherans
Minnesota
$774K -$31.5M -602,370 -98%
HAM
586
Hickory Asset Management
Ohio
$771K -$20.7K -396 -3%
AC
587
AWM Capital
Arizona
$770K +$3.61K +69 +0.5%
LF
588
Lantz Financial
Illinois
$767K +$52.2K +998 +7%
CCWM
589
Cassaday & Co Wealth Management
Virginia
$765K -$64.7K -1,236 -8%
AC
590
AIFG Consultants
New York
$765K -$57.6K -1,101 -7%
JIC
591
Johnson Investment Counsel
Ohio
$763K -$669K -12,783 -47%
LWA
592
Lantern Wealth Advisors
New York
$757K +$757K +14,465 New
KIM
593
Kestra Investment Management
Texas
$756K +$423K +8,168 +127%
SAG
594
SageView Advisory Group
California
$753K -$2.41K -45 -0.3%
FFA
595
Frazier Financial Advisors
Ohio
$753K +$23.6K +450 +3%
FWM
596
ForthRight Wealth Management
Georgia
$744K +$64.6K +1,235 +10%
Pathstone Holdings
597
Pathstone Holdings
New Jersey
$737K -$5.23K -100 -0.7%
TWP
598
Tempus Wealth Planning
California
$737K -$54.5K -1,042 -7%
BWM
599
BCGM Wealth Management
Indiana
$734K -$24.9K -476 -3%
LFA
600
LGT Financial Advisors
Texas
$726K +$249K +4,755 +52%
22 23
24
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