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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 %
RPCONE
726
Retirement Planning Company of New England
Rhode Island
$380K +$7.01K +134 +2%
AWM
727
Accurate Wealth Management
Florida
$377K +$85.5K +1,609 +29%
MAG
728
Mayfair Advisory Group
Alabama
$374K – – –
WAS
729
Wealth Advisory Solutions
Indiana
$373K +$9.37K +179 +3%
SCM
730
SCS Capital Management
Massachusetts
$373K – – –
KWM
731
Keebeck Wealth Management
Illinois
$372K – – –
ISB
732
Iowa State Bank
Iowa
$372K – – –
SWM
733
Silverlake Wealth Management
Vermont
$371K +$371K +7,093 New
TPWA
734
Twin Peaks Wealth Advisors
California
$370K +$370K +6,885 New
MWM
735
McMill Wealth Management
Nebraska
$368K – – –
MSF
736
Mustard Seed Financial
Arkansas
$367K +$3.19K +61 +0.9%
BFA
737
Bill Few Associates
Pennsylvania
$367K -$19.7K -376 -5%
NWAG
738
Net Worth Advisory Group
Utah
$366K +$366K +7,000 New
ACA
739
Aptus Capital Advisors
Alabama
$364K -$27.1K -518 -7%
WAM
740
WNY Asset Management
New York
$364K -$35.9K -685 -9%
FTUS
741
Flow Traders U.S.
New York
$363K -$32.4K -620 -8%
CA
742
Claro Advisors
Massachusetts
$362K +$32.7K +625 +10%
GAM
743
Grandview Asset Management
Pennsylvania
$358K +$1.1K +21 +0.3%
AFG
744
Atomi Financial Group
New York
$357K +$13.1K +251 +4%
CIA
745
Capital Investment Advisors
Georgia
$357K -$233K -4,447 -39%
RWPA
746
Richard W. Paul & Associates
Michigan
$355K +$2.46K +47 +0.7%
SL
747
Sentinus LLC
Illinois
$355K +$355K +6,782 New
GFG
748
Greystone Financial Group
Michigan
$354K -$890 -17 -0.3%
GWMR
749
GC Wealth Management RIA
Massachusetts
$353K – – –
TPWM
750
Twelve Points Wealth Management
Massachusetts
$350K – – –
28 29
30
31 32