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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 %
CWM
826
Chicago Wealth Management
Illinois
$259K – – –
AFO
827
Arrowroot Family Office
California
$258K +$258K +4,928 New
WS
828
Wedbush Securities
California
$256K +$256K +4,883 New
FG
829
Fiduciary Group
Georgia
$256K -$56.4K -1,077 -18%
EIA
830
Eldridge Investment Advisors
New Hampshire
$256K -$116K -2,218 -31%
NPF
831
Norris Perne & French
Michigan
$254K – – –
FCBT
832
First Citizens Bank & Trust
North Carolina
$254K +$254K +4,848 New
KeyBank National Association
833
KeyBank National Association
Ohio
$253K -$13K -249 -5%
SFB
834
STAR Financial Bank
Indiana
$253K – – –
MWM
835
Marion Wealth Management
Pennsylvania
$251K -$1.38M -26,373 -85%
IAS
836
Insigneo Advisory Services
Florida
$248K +$21.1K +403 +9%
FFW
837
Fusion Family Wealth
New York
$246K – – –
VFG
838
Victory Financial Group
Texas
$245K -$308K -5,875 -56%
VR
839
Valued Retirements
Texas
$242K – – –
MFWP
840
Mosaic Family Wealth Partners
Missouri
$242K +$242K +4,627 New
FA
841
Fiduciary Alliance
South Carolina
$241K +$241K +4,612 New
ZI
842
ZEGA Investments
Florida
$237K +$23.1K +442 +11%
PWP
843
Principle Wealth Partners
Connecticut
$237K – – –
SFS
844
Stiles Financial Services
Minnesota
$237K -$14.6K -279 -6%
GFG
845
Grantvest Financial Group
New Jersey
$237K +$994 +19 +0.4%
APWA
846
Atlas Private Wealth Advisors
New Jersey
$236K +$209 +4 +0.1%
NFG
847
Nations Financial Group
Iowa
$234K +$234K +4,465 New
GA
848
Goldstein Advisors
Wisconsin
$232K -$7.01K -134 -3%
PW
849
PUREfi Wealth
Massachusetts
$230K +$230K +4,389 New
AP
850
Americana Partners
Texas
$230K +$230K +4,386 New
32 33
34
35 36