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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 %
AWM
651
Aviso Wealth Management
Washington
$570K +$165K +3,160 +41%
PWM
652
PMG Wealth Management
Illinois
$569K – – –
Qube Research & Technologies (QRT)
653
Qube Research & Technologies (QRT)
United Kingdom
$565K +$125K +2,394 +28%
PB
654
Pinnacle Bancorp
Nebraska
$562K -$82K -1,567 -13%
CIC
655
Carnegie Investment Counsel
Ohio
$562K – – –
CPRC
656
Consolidated Portfolio Review Corp
New York
$561K +$18.1K +345 +3%
ST
657
Smithfield Trust
Pennsylvania
$556K – – –
MMA
658
Miracle Mile Advisors
California
$556K -$126K -2,412 -19%
KA
659
Kovack Advisors
Florida
$554K -$96.1K -1,836 -15%
JCIA
660
Jackson Creek Investment Advisors
Colorado
$552K +$6.07K +116 +1%
DA
661
Detalus Advisors
Missouri
$552K – – –
HAS
662
HBW Advisory Services
California
$545K -$471 -9 -0.1%
AIA
663
Acute Investment Advisory
Arizona
$543K +$543K +10,384 New
TRCT
664
Tower Research Capital (TRC)
New York
$540K -$878K -16,783 -62%
LJAC
665
L.J. Altfest & Co
New York
$540K -$37.9K -725 -7%
VAG
666
VisionPoint Advisory Group
Texas
$539K +$539K +10,297 New
CPWA
667
Cerro Pacific Wealth Advisors
California
$529K +$529K +10,104 New
CAG
668
Csenge Advisory Group
Florida
$528K -$527K -10,402 -50%
DE
669
Diversified Enterprises
Delaware
$526K -$90K -1,720 -15%
AW
670
Alteri Wealth
California
$522K +$85.3K +1,630 +20%
Tudor Investment Corp
671
Tudor Investment Corp
Connecticut
$519K +$519K +9,913 New
PFA
672
Pathway Financial Advisors
Vermont
$509K +$509K +9,730 New
AWA
673
Arbor Wealth Advisors
Michigan
$505K – – –
DC
674
Darrow Company
Massachusetts
$493K +$1.67K +32 +0.3%
SB
675
Strategic Blueprint
Georgia
$492K -$37.9K -725 -7%
25 26
27
28 29