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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
2.11%
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
$2.36B
2
Financial Engines Advisors
Financial Engines Advisors
California
$4.24B
3
Goldman Sachs
Goldman Sachs
New York
$149M
4
SFC
Strategic Financial Concepts
Texas
$51.8M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$237M

Top Sellers

1
DFG
Demars Financial Group
Washington
$2.92M
2
TC
TownSquare Capital
Utah
$14.5M
3
Franklin Resources
Franklin Resources
California
$36.1M
4
Ameriprise
Ameriprise
Minnesota
$433M
5
Bank of New York Mellon
Bank of New York Mellon
New York
$131M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWP
876
Triad Wealth Partners
Kansas
$205K -$43.1K -823 -17%
TCA
877
Trifecta Capital Advisors
Illinois
$204K -$24.2K -462 -11%
AC
878
Asio Capital
Kentucky
$204K +$204K +3,903 New
NI
879
Natural Investments
California
$201K +$201K +3,859 New
GWS
880
Glassman Wealth Services
Virginia
$201K – – –
BFWA
881
Benchmark Financial Wealth Advisors
Florida
$201K +$201K +3,833 New
CBT
882
Crews Bank & Trust
Florida
$200K – – –
BF
883
BOK Financial
Oklahoma
$198K +$56.6K +1,082 +40%
MFT
884
Moisand Fitzgerald Tamayo
Florida
$193K – – –
National Bank of Canada
885
National Bank of Canada
Quebec, Canada
$188K +$65.3K +1,248 +53%
RIL
886
Rothschild Investment LLC
Illinois
$186K – – –
BLC
887
Brown, Lisle/Cummings
Rhode Island
$181K – – –
LI
888
LRI Investments
Florida
$177K – – –
HR
889
Howe & Rusling
New York
$176K +$6.07K +116 +4%
TWM
890
Topsail Wealth Management
North Carolina
$171K – – –
EWM
891
Evermay Wealth Management
Virginia
$166K -$2.57K -49 -2%
SS
892
SBI Securities
Japan
$166K +$7.12K +136 +4%
PP
893
PrairieView Partners
Minnesota
$163K – – –
AA
894
Ancora Advisors
Ohio
$158K -$105 -2 -0.1%
POIA
895
Pin Oak Investment Advisors
Texas
$154K – – –
DWM
896
Darwin Wealth Management
Florida
$151K – – –
CT
897
Colonial Trust
South Carolina
$146K – – –
ITIM
898
Indiana Trust & Investment Management
Indiana
$145K -$5.5K -105 -4%
EWM
899
Evolution Wealth Management
Florida
$143K +$143K +2,726 New
OA
900
Operose Advisors
Wisconsin
$140K – – –
34 35
36
37 38