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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 %
SAM
576
Sequent Asset Management
Texas
$807K -$35.4K -676 -4%
LTL
577
Lowery Thomas LLC
California
$804K -$119K -2,280 -13%
MAWCM
578
Mine & Arao Wealth Creation & Management
California
$798K +$1.94K +37 +0.2%
IF
579
Ironwood Financial
Arizona
$797K – – –
FI
580
Financial Insights
Washington
$792K -$1.57K -30 -0.2%
Jane Street
581
Jane Street
New York
$787K +$384K +7,340 +95%
WA
582
Wealthstream Advisors
New York
$782K – – –
BWL
583
Bogart Wealth LLC
Virginia
$777K +$2.83K +54 +0.4%
ACM
584
Advance Capital Management
Michigan
$774K +$471 +9 +0.1%
PI
585
PFG Investments
New York
$774K +$8.95K +171 +1%
Thrivent Financial for Lutherans
586
Thrivent Financial for Lutherans
Minnesota
$774K -$31.5M -602,370 -98%
HAM
587
Hickory Asset Management
Ohio
$771K -$20.7K -396 -3%
AC
588
AWM Capital
Arizona
$770K +$3.61K +69 +0.5%
LF
589
Lantz Financial
Illinois
$767K +$52.2K +998 +7%
CCWM
590
Cassaday & Co Wealth Management
Virginia
$765K -$64.7K -1,236 -8%
AC
591
AIFG Consultants
New York
$765K -$57.6K -1,101 -7%
JIC
592
Johnson Investment Counsel
Ohio
$763K -$669K -12,783 -47%
LWA
593
Lantern Wealth Advisors
New York
$757K +$757K +14,465 New
KIM
594
Kestra Investment Management
Texas
$756K +$423K +8,168 +127%
SAG
595
SageView Advisory Group
California
$753K -$2.41K -45 -0.3%
FFA
596
Frazier Financial Advisors
Ohio
$753K +$23.6K +450 +3%
FWM
597
ForthRight Wealth Management
Georgia
$744K +$64.6K +1,235 +10%
Pathstone Holdings
598
Pathstone Holdings
New Jersey
$737K -$5.23K -100 -0.7%
TWP
599
Tempus Wealth Planning
California
$737K -$54.5K -1,042 -7%
BWM
600
BCGM Wealth Management
Indiana
$734K -$24.9K -476 -3%
22 23
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