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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 %
RIA
626
Realta Investment Advisors
Delaware
$643K +$298K +5,689 +86%
Brown Advisory
627
Brown Advisory
Maryland
$641K -$628 -12 -0.1%
MG
628
Mather Group
Illinois
$640K +$268K +5,126 +72%
BTWM
629
Brass Tax Wealth Management
Ohio
$637K +$637K +12,177 New
JCM
630
Jacobi Capital Management
Pennsylvania
$637K -$27.4M -524,057 -98%
6F
631
626 Financial
Michigan
$629K – – –
IFPL
632
Investments & Financial Planning LLC
Kentucky
$628K +$2.36K +45 +0.4%
BFG
633
Beacon Financial Group
Texas
$617K – – –
PFGIA
634
Patriot Financial Group Insurance Agency
Massachusetts
$610K -$16.4K -313 -3%
SC
635
Syon Capital
California
$609K -$431K -8,227 -41%
EAM
636
Empirical Asset Management
Massachusetts
$608K +$23.7K +453 +4%
NW
637
NewEdge Wealth
Pennsylvania
$605K +$134K +2,543 +29%
FGA
638
Fortis Group Advisors
New Jersey
$602K +$47.1K +892 +8%
First Trust Advisors
639
First Trust Advisors
Illinois
$596K +$1.47K +28 +0.2%
SCA
640
Snowden Capital Advisors
New York
$590K -$6.28K -120 -1%
VPWA
641
Vestia Personal Wealth Advisors
Indiana
$590K -$3.3K -63 -0.6%
CF
642
Centaurus Financial
California
$589K -$3.35K -64 -0.6%
RIS
643
Richmond Investment Services
Wisconsin
$587K +$587K +11,217 New
KCM
644
KM Capital Management
Texas
$587K +$241K +4,610 +70%
CL
645
COWA LLC
Oklahoma
$586K – – –
GSIAS
646
Garden State Investment Advisory Services
New Jersey
$582K -$338K -6,459 -37%
CL
647
Choreo LLC
Illinois
$578K +$240K +4,583 +71%
CB
648
Community Bank
New York
$577K +$11.7K +223 +2%
WAG
649
Wallace Advisory Group
California
$575K +$7.3K +143 +1%
HIP
650
HUB Investment Partners
Texas
$571K +$5.39K +103 +1%
24 25
26
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