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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
13.76%
Holding in Top 10
157
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-7.65%
% of All Funds
2.1%
New
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 %
Empower Advisory Group
676
Empower Advisory Group
Colorado
$492K +$103K +1,960 +26%
PFS
677
Prospect Financial Services
New York
$485K -$148K -2,819 -23%
SEI Investments
678
SEI Investments
Pennsylvania
$481K -$70.6K -1,349 -13%
AWA
679
Acorn Wealth Advisors
Michigan
$476K +$46.5K +889 +11%
RF
680
RHS Financial
California
$475K +$475K +9,067 New
KAS
681
KPP Advisory Services
Kentucky
$474K -$1.11M -21,217 -70%
TFG
682
Tilson Financial Group
New Jersey
$472K -$19.3K -368 -4%
IP
683
Investment Partners
Ohio
$471K – – –
RF
684
Rossby Financial
Florida
$471K +$3.51K +67 +0.8%
CIBC World Market
685
CIBC World Market
Ontario, Canada
$468K +$219K +4,183 +88%
OP
686
ORG Partners
Indiana
$467K +$57.6K +1,089 +14%
MW
687
MBL Wealth
North Carolina
$463K – – –
AC
688
Apella Capital
Connecticut
$458K +$212K +4,016 +86%
TWM
689
Trueblood Wealth Management
Ohio
$453K -$3.04K -58 -0.7%
BBPWM
690
Blue Bell Private Wealth Management
Pennsylvania
$450K -$2.62K -50 -0.6%
KIA
691
Kraematon Investment Advisors
Massachusetts
$449K +$994 +19 +0.2%
YIA
692
YHB Investment Advisors
Connecticut
$449K +$449K +8,581 New
CCMG
693
Clark Capital Management Group
Pennsylvania
$449K -$1.93M -36,827 -81%
OC
694
Oarsman Capital
Wisconsin
$446K -$3.61K -69 -0.8%
CS
695
Crescent Sterling
Louisiana
$445K -$84.7K -1,619 -16%
TNBTD
696
Trustmark National Bank Trust Department
Mississippi
$444K – – –
BA
697
Bluesphere Advisors
Pennsylvania
$443K – – –
PFA
698
Portland Financial Advisors
New York
$434K – – –
CFS
699
Compass Financial Services
Iowa
$432K +$1.36K +26 +0.3%
LWM
700
Liberty Wealth Management
California
$430K +$430K +8,215 New
26 27
28
29 30