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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 %
LFA
601
LGT Financial Advisors
Texas
$726K +$249K +4,755 +52%
CA
602
Continuum Advisory
Idaho
$721K +$378K +7,220 +110%
CFS
603
Coordinated Financial Services
Colorado
$721K +$25.6K +489 +4%
AAP
604
Arax Advisory Partners
Colorado
$719K +$644K +12,313 +860%
PS
605
Principal Securities
Iowa
$718K -$183K -3,497 -20%
BTWM
606
Baker Tilly Wealth Management
Wisconsin
$718K -$190K -3,629 -21%
AIM
607
Advyzon Investment Management
Illinois
$709K +$709K +13,538 New
HCC
608
Hirtle Callaghan & Co
Pennsylvania
$706K -$53.3K -1,019 -7%
LIA
609
LBMC Investment Advisors
Tennessee
$705K +$3.3K +63 +0.5%
WAM
610
Wallington Asset Management
Indiana
$704K -$58.1K -1,110 -8%
GJIA
611
Glass Jacobson Investment Advisors
Maryland
$703K -$15.2K -291 -2%
MP
612
McDonald Partners
Ohio
$699K +$36.5K +697 +6%
MWM
613
MGB Wealth Management
Texas
$698K +$5.33K +102 +0.8%
F4L
614
Fortune 45 LLC
Louisiana
$696K +$2.3K +44 +0.3%
FPCP
615
Fort Point Capital Partners
California
$688K +$8.95K +171 +1%
GAG
616
GM Advisory Group
New York
$686K – – –
CP
617
Castleview Partners
Texas
$684K -$680 -13 -0.1%
EFG
618
Embree Financial Group
Illinois
$680K -$6.18K -118 -0.9%
SWA
619
Serenus Wealth Advisors
California
$678K +$1.05K +20 +0.2%
HA
620
Herold Advisors
New York
$672K +$99.1K +1,894 +17%
LWM
621
LeConte Wealth Management
Tennessee
$669K -$93.7K -1,791 -12%
4A
622
4Wealth Advisors
Illinois
$664K +$4.87K +93 +0.7%
HAG
623
HF Advisory Group
Maryland
$662K +$14.4K +275 +2%
CFG
624
Copley Financial Group
California
$648K +$48.3K +922 +8%
GC
625
Grimes & Company
Massachusetts
$645K +$2.98K +57 +0.5%
23 24
25
26 27