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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 %
CA
601
Continuum Advisory
Idaho
$721K +$378K +7,220 +110%
CFS
602
Coordinated Financial Services
Colorado
$721K +$25.6K +489 +4%
AAP
603
Arax Advisory Partners
Colorado
$719K +$644K +12,313 +860%
PS
604
Principal Securities
Iowa
$718K -$183K -3,497 -20%
BTWM
605
Baker Tilly Wealth Management
Wisconsin
$718K -$190K -3,629 -21%
AIM
606
Advyzon Investment Management
Illinois
$709K +$709K +13,538 New
HCC
607
Hirtle Callaghan & Co
Pennsylvania
$706K -$53.3K -1,019 -7%
LIA
608
LBMC Investment Advisors
Tennessee
$705K +$3.3K +63 +0.5%
WAM
609
Wallington Asset Management
Indiana
$704K -$58.1K -1,110 -8%
GJIA
610
Glass Jacobson Investment Advisors
Maryland
$703K -$15.2K -291 -2%
MP
611
McDonald Partners
Ohio
$699K +$36.5K +697 +6%
MWM
612
MGB Wealth Management
Texas
$698K +$5.33K +102 +0.8%
F4L
613
Fortune 45 LLC
Louisiana
$696K +$2.3K +44 +0.3%
FPCP
614
Fort Point Capital Partners
California
$688K +$8.95K +171 +1%
GAG
615
GM Advisory Group
New York
$686K – – –
CP
616
Castleview Partners
Texas
$684K -$680 -13 -0.1%
EFG
617
Embree Financial Group
Illinois
$680K -$6.18K -118 -0.9%
SWA
618
Serenus Wealth Advisors
California
$678K +$1.05K +20 +0.2%
HA
619
Herold Advisors
New York
$672K +$99.1K +1,894 +17%
LWM
620
LeConte Wealth Management
Tennessee
$669K -$93.7K -1,791 -12%
4A
621
4Wealth Advisors
Illinois
$664K +$4.87K +93 +0.7%
HAG
622
HF Advisory Group
Maryland
$662K +$14.4K +275 +2%
CFG
623
Copley Financial Group
California
$648K +$48.3K +922 +8%
GC
624
Grimes & Company
Massachusetts
$645K +$2.98K +57 +0.5%
WSWA
625
Warren Street Wealth Advisors
California
$644K +$10.9K +209 +2%
23 24
25
26 27