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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 %
VNA
851
Valley National Advisers
Pennsylvania
$227K – – –
LA
852
LexAurum Advisors
Kansas
$227K – – –
JWA
853
JFS Wealth Advisors
Pennsylvania
$225K -$16.3K -312 -7%
WCFA
854
Walkner Condon Financial Advisors
Wisconsin
$225K -$680 -13 -0.3%
PCA
855
Prosperity Capital Advisors
Ohio
$225K -$66.2K -1,264 -23%
HCMG
856
Howard Capital Management Group
California
$224K – – –
DCM
857
Donaldson Capital Management
Indiana
$222K – – –
CIA
858
Choate Investment Advisors
Massachusetts
$221K – – –
FWM
859
Forza Wealth Management
Florida
$218K – – –
SLC
860
Second Line Capital
Louisiana
$216K +$2.62K +50 +1%
TH
861
TCTC Holdings
Texas
$216K +$216K +4,123 New
CB
862
Chris Bulman
California
$216K -$76.3K -1,457 -26%
MCIA
863
Mountain Capital Investment Advisors
Colorado
$215K +$215K +4,069 New
CAM
864
Costello Asset Management
Pennsylvania
$215K -$21K -401 -9%
IWB
865
Innovative Wealth Building
Maryland
$214K -$287K -5,474 -57%
VC
866
Veracity Capital
Georgia
$213K – – –
WI
867
Westbourne Investments
Virginia
$213K +$213K +4,075 New
WAS
868
Winch Advisory Services
Wisconsin
$212K +$837 +16 +0.4%
HFS
869
Hopwood Financial Services
Virginia
$210K – – –
CFP
870
Cascade Financial Partners
California
$209K -$64.3K -1,228 -23%
DCM
871
Delta Capital Management
New Jersey
$209K – – –
BIG
872
Brookwood Investment Group
Arizona
$209K +$209K +3,985 New
CAM
873
Creekmur Asset Management
Illinois
$208K +$137K +2,610 +191%
NA
874
Note Advisors
New York
$207K +$207K +3,950 New
RWM
875
Rockline Wealth Management
New York
$206K +$206K +3,935 New
33 34
35
36 37