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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 %
EWA
776
Evolution Wealth Advisors
Florida
$309K +$309K +5,900 New
SWA
777
Sax Wealth Advisors
New Jersey
$308K -$2.57K -49 -0.8%
T
778
Tidemark
California
$308K +$31.7K +605 +11%
PIA
779
Pinion Investment Advisors
Kansas
$307K -$1.05K -20 -0.3%
GA
780
GoalVest Advisory
New York
$307K – – –
ESB
781
Essex Savings Bank
Connecticut
$306K -$3.45K -66 -1%
FCT
782
First Community Trust
Iowa
$305K +$837 +16 +0.3%
WMWM
783
Wilkins Miller Wealth Management
Alabama
$304K +$1.05K +20 +0.3%
HW
784
Hancock Whitney
Mississippi
$303K +$303K +5,796 New
LWL
785
Leo Wealth LLC
Texas
$303K +$48.5K +927 +19%
RFA
786
Reyes Financial Architecture
California
$301K – – –
MAM
787
MMA Asset Management
Pennsylvania
$300K -$52 -1 -0%
WIM
788
WealthPlan Investment Management
Nebraska
$299K +$1.73K +33 +0.6%
IAIM
789
International Assets Investment Management
Florida
$298K +$298K +5,702 New
SIA
790
Soltis Investment Advisors
Utah
$297K -$76.3K -1,457 -20%
AG
791
AmeriFlex Group
Nevada
$297K +$136K +2,617 +84%
TP
792
Tranquility Partners
Tennessee
$297K +$26.5K +506 +10%
FNBT
793
FineMark National Bank & Trust
Florida
$297K -$114K -2,187 -28%
DAS
794
Dynamic Advisor Solutions
Arizona
$296K +$314 +6 +0.1%
PGFC
795
Peapack-Gladstone Financial Corp
New Jersey
$295K +$295K +5,644 New
HFO
796
Heritage Family Offices
Arizona
$295K – – –
AWM
797
Apollon Wealth Management
South Carolina
$289K +$7.59K +145 +3%
CS
798
Capital Square
Tennessee
$289K +$15K +283 +5%
ICP
799
Interchange Capital Partners
Pennsylvania
$288K – – –
AWM
800
Accel Wealth Management
Iowa
$287K +$785 +15 +0.3%
30 31
32
33 34