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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 %
BFS
701
BridgePort Financial Solutions
Iowa
$425K +$1.88K +36 +0.4%
DFG
702
Dynamic Financial Group
Iowa
$422K -$7.43K -142 -2%
GWM
703
GDS Wealth Management
Texas
$422K +$23.2K +443 +6%
FFBTD
704
First Financial Bank - Trust Division
Ohio
$422K – – –
CCA
705
Clarity Capital Advisors
Florida
$420K – – –
EP
706
Edgestream Partners
New Jersey
$419K +$66.7K +1,274 +19%
RPC
707
Rossmore Private Capital
Connecticut
$419K -$2.3K -44 -0.5%
EWA
708
Exencial Wealth Advisors
Oklahoma
$415K -$13.3K -254 -3%
LIA
709
Lynx Investment Advisory
District of Columbia
$415K +$2.04K +39 +0.5%
NFP
710
Narus Financial Partners
Utah
$411K +$2.93K +56 +0.7%
SMA
711
Sage Mountain Advisors
Georgia
$411K -$52.3K -999 -11%
MA
712
MCF Advisors
Kentucky
$407K – – –
ST
713
Somerset Trust
Pennsylvania
$404K -$51.3K -981 -11%
Vanguard Group
714
Vanguard Group
Pennsylvania
$401K +$34.2K +654 +9%
WSFS
715
Wilmington Savings Fund Society
Delaware
$400K – – –
RIA
716
Regal Investment Advisors
Michigan
$400K -$6.54K -125 -2%
DW30
717
Drucker Wealth 3.0
New Jersey
$396K -$71K -1,340 -15%
ECM
718
Evergreen Capital Management
Washington
$391K +$391K +7,469 New
FI
719
FWG Investments
Kentucky
$388K +$388K +7,419 New
LMKC
720
L.M. Kohn & Company
Ohio
$385K -$309K -5,897 -44%
CWM
721
Cahaba Wealth Management
Georgia
$385K – – –
PWP
722
PrairieView Wealth Partners
Illinois
$383K -$29.3K -559 -7%
CIA
723
Cascade Investment Advisors
Oregon
$381K -$6.54K -125 -2%
TI
724
Truepoint Inc
Ohio
$381K +$12.6K +241 +3%
RPCONE
725
Retirement Planning Company of New England
Rhode Island
$380K +$7.01K +134 +2%
27 28
29
30 31