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SPDR Portfolio S&P 500 Value ETF
SPYV

Overview Fund Activity

1,024 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, 445 increasing their positions, 341 reducing their positions, and 44 closing their positions.

Holders
1,024
Holders Change
+23
Holders Change %
+2.3%
% 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
2.11%
New
95
Increased
445
Reduced
341
Closed
44
Calls
$10.7M
Puts
$984K
Net Calls
+$9.69M
Net Calls Change
-$2.01M

Top Buyers

1
LPL Financial
1
LPL Financial
California
$2.36B
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$4.24B
3
Goldman Sachs
3
Goldman Sachs
New York
$149M
4
SFC
4
Strategic Financial Concepts
Texas
$51.8M
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$237M

Top Sellers

1
DFG
1
Demars Financial Group
Washington
$2.92M
2
TC
2
TownSquare Capital
Utah
$14.5M
3
Franklin Resources
3
Franklin Resources
California
$36.1M
4
Ameriprise
4
Ameriprise
Minnesota
$433M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$131M
Name Market Value Shares Shares
Change 		Shares
Change %
KW
51
KWB Wealth
California
$75M 1,469,549 -50,310 -3%
NEWAS
52
N.E.W. Advisory Services
Wisconsin
$71.8M 1,372,477 -527,633 -28%
IWM
53
IHT Wealth Management
Illinois
$70.1M 1,339,077 +149,395 +13%
GLA
54
Good Life Advisors
Pennsylvania
$67.2M 1,284,416 -43,153 -3%
FLPIM
55
F.L. Putnam Investment Management
Massachusetts
$64.4M 1,231,071 -40,571 -3%
KA
56
Klingman & Associates
New York
$62.6M 1,196,168 +64,134 +6%
FHA
57
Flagship Harbor Advisors
Massachusetts
$60M 1,145,512 -328,953 -22%
SA
58
Scarborough Advisors
Maryland
$57.9M 1,106,745 +314,341 +40%
NB
59
Nicolet Bankshares
Wisconsin
$57.9M 1,106,250 +22,461 +2%
Fidelity Investments
60
Fidelity Investments
Massachusetts
$55.5M 1,061,274 -44,794 -4%
FWI
61
Facet Wealth Inc
Maryland
$52.6M 995,809 -232,082 -19%
CA
62
CoreCap Advisors
Michigan
$52.4M 1,001,606 +54,101 +6%
IWC
63
Integrated Wealth Concepts
Massachusetts
$52.4M 1,000,442 +246,755 +33%
SFC
64
Strategic Financial Concepts
Texas
$51.8M 989,774 +965,401 +3,961%
FFS
65
Founders Financial Securities
Maryland
$51.6M 985,939 +89,037 +10%
CFG
66
Compton Financial Group
Maryland
$50.9M 972,397 +236,573 +32%
Cambridge Investment Research Advisors
67
Cambridge Investment Research Advisors
Iowa
$50.1M 956,585 +34,607 +4%
DWM
68
Diversify Wealth Management
Utah
$48.9M 910,472 +99,147 +12%
MML Investors Services
69
MML Investors Services
Massachusetts
$47.6M 909,779 +152,159 +20%
WH
70
Whitcomb & Hess
Ohio
$46.3M 885,530 +13,429 +2%
MWM
71
Modern Wealth Management
Kansas
$43.8M 836,916 -469,975 -36%
CA
72
CGN Advisors
Kansas
$43.5M 830,617 +62,652 +8%
PIA
73
Perennial Investment Advisors
California
$42.9M 819,774 +64,905 +9%
MYIA
74
Mount Yale Investment Advisors
Colorado
$42.7M 815,592 -537,392 -40%
NA
75
Nottingham Advisors
New York
$42.5M 811,784 -32,655 -4%
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