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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 %
SB
676
Strategic Blueprint
Georgia
$492K -$37.9K -725 -7%
Empower Advisory Group
677
Empower Advisory Group
Colorado
$492K +$103K +1,960 +26%
PFS
678
Prospect Financial Services
New York
$485K -$148K -2,819 -23%
SEI Investments
679
SEI Investments
Pennsylvania
$481K -$70.6K -1,349 -13%
AWA
680
Acorn Wealth Advisors
Michigan
$476K +$46.5K +889 +11%
RF
681
RHS Financial
California
$475K +$475K +9,067 New
KAS
682
KPP Advisory Services
Kentucky
$474K -$1.11M -21,217 -70%
TFG
683
Tilson Financial Group
New Jersey
$472K -$19.3K -368 -4%
IP
684
Investment Partners
Ohio
$471K – – –
RF
685
Rossby Financial
Florida
$471K +$3.51K +67 +0.8%
CIBC World Market
686
CIBC World Market
Ontario, Canada
$468K +$219K +4,183 +88%
OP
687
ORG Partners
Indiana
$467K +$57.6K +1,089 +14%
MW
688
MBL Wealth
North Carolina
$463K – – –
AC
689
Apella Capital
Connecticut
$458K +$212K +4,016 +86%
TWM
690
Trueblood Wealth Management
Ohio
$453K -$3.04K -58 -0.7%
BBPWM
691
Blue Bell Private Wealth Management
Pennsylvania
$450K -$2.62K -50 -0.6%
KIA
692
Kraematon Investment Advisors
Massachusetts
$449K +$994 +19 +0.2%
YIA
693
YHB Investment Advisors
Connecticut
$449K +$449K +8,581 New
CCMG
694
Clark Capital Management Group
Pennsylvania
$449K -$1.93M -36,827 -81%
OC
695
Oarsman Capital
Wisconsin
$446K -$3.61K -69 -0.8%
CS
696
Crescent Sterling
Louisiana
$445K -$84.7K -1,619 -16%
TNBTD
697
Trustmark National Bank Trust Department
Mississippi
$444K – – –
BA
698
Bluesphere Advisors
Pennsylvania
$443K – – –
PFA
699
Portland Financial Advisors
New York
$434K – – –
CFS
700
Compass Financial Services
Iowa
$432K +$1.36K +26 +0.3%
26 27
28
29 30