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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 %
SW
801
SMART Wealth
Nebraska
$286K +$35.1K +671 +14%
SWM
802
SFG Wealth Management
Maryland
$285K -$8.85K -169 -3%
CFA
803
Capstone Financial Advisors
Illinois
$282K +$282K +5,387 New
JFGIW
804
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$281K +$127K +2,426 +83%
ICMP
805
Integrated Capital Management (Pennsylvania)
Pennsylvania
$279K +$9.32K +178 +3%
BPA
806
Beacon Pointe Advisors
California
$279K -$1.99K -38 -0.7%
SWGC
807
Summit Wealth Group (Colorado)
Colorado
$277K +$277K +5,285 New
DC
808
Davenport & Co
Virginia
$276K -$2.04K -39 -0.7%
ES
809
ETF Store
Kansas
$276K +$419 +8 +0.2%
CWP
810
Concord Wealth Partners
Virginia
$276K +$366 +7 +0.1%
CAMV
811
Concord Asset Management (Virginia)
Virginia
$276K +$276K +5,264 New
PWA
812
Provenance Wealth Advisors
Florida
$273K – – –
AWM
813
Ariadne Wealth Management
California
$273K – – –
Russell Investments Group
814
Russell Investments Group
United Kingdom
$272K +$209K +3,994 +331%
EFG
815
Erickson Financial Group
Pennsylvania
$271K – – –
WWP
816
Wise Wealth Partners
Arizona
$271K -$15.9K -303 -6%
ATPW
817
Ashton Thomas Private Wealth
Arizona
$270K +$576 +11 +0.2%
S
818
SignatureFD
Georgia
$270K +$52 +1 +0%
CA
819
Cambridge Advisors
Nebraska
$269K – – –
BFF
820
Byrne Financial Freedom
Massachusetts
$267K – – –
SEIA
821
Signature Estate & Investment Advisors
California
$266K +$5.39K +103 +2%
DSA
822
Droms Strauss Advisors
Missouri
$263K – – –
TA
823
Tactive Advisors
Florida
$262K +$262K +5,000 New
RWM
824
Rockwood Wealth Management
Pennsylvania
$261K -$9.26K -177 -3%
BRWA
825
B. Riley Wealth Advisors
Florida
$260K +$260K +4,975 New
31 32
33
34 35