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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 %
OC
751
Oppenheimer & Co
New York
$349K -$60K -1,147 -15%
GM
752
GeoWealth Management
Illinois
$348K +$22.1K +423 +7%
MWM
753
Mascagni Wealth Management
Mississippi
$343K +$942 +18 +0.3%
GFA
754
Gallagher Fiduciary Advisors
Illinois
$341K +$70.5K +1,347 +26%
KCFA
755
Key Client Fiduciary Advisors
New Jersey
$337K +$11.2K +214 +3%
STA
756
Summit Trail Advisors
New York
$336K -$371K -7,092 -52%
BC
757
Brio Consultants
California
$335K -$6.39K -122 -2%
OSNBOA
758
Old Second National Bank of Aurora
Illinois
$335K +$4.76K +91 +1%
CIA
759
Cape Investment Advisory
Georgia
$335K +$12.9K +246 +4%
SG
760
Sharper & Granite
California
$334K +$33K +623 +11%
PPC
761
Pennington Partners & Co
Maryland
$334K +$334K +6,372 New
BP
762
Ballentine Partners
Massachusetts
$333K +$262 +5 +0.1%
CA
763
Clearstead Advisors
Ohio
$333K -$4.08K -78 -1%
TFS
764
Thoroughbred Financial Services
Tennessee
$332K -$143K -2,744 -30%
CFP
765
Curran Financial Partners
South Carolina
$332K +$332K +6,334 New
TCMP
766
Thrive Capital Management (Pennsylvania)
Pennsylvania
$330K +$330K +6,312 New
MCCP
767
Mission Creek Capital Partners
California
$328K -$15.4K -294 -4%
LC
768
LCNB Corp
Ohio
$327K – – –
HCM
769
Hengehold Capital Management
Ohio
$324K -$3.3K -63 -1%
AC
770
AlphaCore Capital
California
$322K +$21.7K +415 +7%
BI
771
Berkeley Inc
Idaho
$319K – – –
SCTC
772
Sanibel Captiva Trust Company
Florida
$316K -$15.4K -295 -5%
FWM
773
Focused Wealth Management
New York
$314K +$1.1K +21 +0.4%
IC
774
IEQ Capital
California
$314K – – –
GCP
775
Gill Capital Partners
Colorado
$310K +$15.5K +296 +5%
29 30
31
32 33