SPYV icon

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 %
WSWA
626
Warren Street Wealth Advisors
California
$644K +$10.9K +209 +2%
RIA
627
Realta Investment Advisors
Delaware
$643K +$298K +5,689 +86%
Brown Advisory
628
Brown Advisory
Maryland
$641K -$628 -12 -0.1%
MG
629
Mather Group
Illinois
$640K +$268K +5,126 +72%
BTWM
630
Brass Tax Wealth Management
Ohio
$637K +$637K +12,177 New
JCM
631
Jacobi Capital Management
Pennsylvania
$637K -$27.4M -524,057 -98%
6F
632
626 Financial
Michigan
$629K – – –
IFPL
633
Investments & Financial Planning LLC
Kentucky
$628K +$2.36K +45 +0.4%
BFG
634
Beacon Financial Group
Texas
$617K – – –
PFGIA
635
Patriot Financial Group Insurance Agency
Massachusetts
$610K -$16.4K -313 -3%
SC
636
Syon Capital
California
$609K -$431K -8,227 -41%
EAM
637
Empirical Asset Management
Massachusetts
$608K +$23.7K +453 +4%
NW
638
NewEdge Wealth
Pennsylvania
$605K +$134K +2,543 +29%
FGA
639
Fortis Group Advisors
New Jersey
$602K +$47.1K +892 +8%
First Trust Advisors
640
First Trust Advisors
Illinois
$596K +$1.47K +28 +0.2%
SCA
641
Snowden Capital Advisors
New York
$590K -$6.28K -120 -1%
VPWA
642
Vestia Personal Wealth Advisors
Indiana
$590K -$3.3K -63 -0.6%
CF
643
Centaurus Financial
California
$589K -$3.35K -64 -0.6%
RIS
644
Richmond Investment Services
Wisconsin
$587K +$587K +11,217 New
KCM
645
KM Capital Management
Texas
$587K +$241K +4,610 +70%
CL
646
COWA LLC
Oklahoma
$586K – – –
GSIAS
647
Garden State Investment Advisory Services
New Jersey
$582K -$338K -6,459 -37%
CL
648
Choreo LLC
Illinois
$578K +$240K +4,583 +71%
CB
649
Community Bank
New York
$577K +$11.7K +223 +2%
WAG
650
Wallace Advisory Group
California
$575K +$7.3K +143 +1%
24 25
26
27 28