We are live on ! Find out more
SPYV icon

State Street SPDR Portfolio S&P 500 Value ETF
SPYV

1,055 hedge funds and large institutions have $25B invested in State Street SPDR Portfolio S&P 500 Value ETF in 2025 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 445 increasing their positions, 345 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

991% more call options, than puts

Call options by funds: $6.94M | Put options by funds: $636K

70% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 50

29% more repeat investments, than reductions

Existing positions increased: 445 | Existing positions reduced: 345

12% more capital invested

Capital invested by funds: $22.2B → $25B (+$2.75B)

3.64% more ownership

Funds ownership: 83.35% → 86.98% (+3.6%)

1% more funds holding

Funds holding: 1,047 → 1,055 (+8)

9% less funds holding in top 10

Funds holding in top 10: 158 → 144 (-14)

Holders
1,055
Holders Change
+8
Holders Change %
+0.76%
% of All Funds
13.85%
Holding in Top 10
144
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-8.86%
% of All Funds
1.89%
New
85
Increased
445
Reduced
345
Closed
50
Calls
$6.94M
Puts
$636K
Net Calls
+$6.3M
Net Calls Change
-$11.9M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$1.04B
2
VIA
Vantagepoint Investment Advisers
District of Columbia
+$240M
3
AF
Allworth Financial
California
+$144M
4
LPL Financial
LPL Financial
California
+$70M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$67M

Top Sellers

1
Bank of New York Mellon
Bank of New York Mellon
New York
-$115M
2
HI
Horizon Investments
North Carolina
-$60.1M
3
Morgan Stanley
Morgan Stanley
New York
-$44.5M
4
MYIA
Mount Yale Investment Advisors
Colorado
-$42.7M
5
Franklin Resources
Franklin Resources
California
-$36.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
IWB
876
Innovative Wealth Building
Maryland
$229K +$2.21K +41 +1%
TH
877
TCTC Holdings
Texas
$228K – – –
WI
878
Westbourne Investments
Virginia
$228K – – –
PFA
879
Providence Financial Advisors
Kansas
$228K +$222K +4,122 New
BCA
880
Bay Colony Advisors
Massachusetts
$226K +$220K +4,083 New
VC
881
Veracity Capital
Georgia
$226K – – –
HFS
882
Hopwood Financial Services
Virginia
$222K – – –
CFP
883
Cascade Financial Partners
California
$221K – – –
DCM
884
Delta Capital Management
New Jersey
$221K – – –
TAM
885
Tucker Asset Management
Colorado
$217K – – –
EIA
886
Eldridge Investment Advisors
New Hampshire
$216K -$52.4K -973 -20%
AC
887
Asio Capital
Kentucky
$216K – – –
TCA
888
Trifecta Capital Advisors
Illinois
$216K – – –
WAS
889
Winch Advisory Services
Wisconsin
$214K -$9.53K -177 -4%
MCIA
890
Mountain Capital Investment Advisors
Colorado
$214K -$11.6K -216 -5%
BFWA
891
Benchmark Financial Wealth Advisors
Florida
$213K +$915 +17 +0.4%
CAM
892
Costello Asset Management
Pennsylvania
$212K -$14.5K -269 -7%
GWS
893
Glassman Wealth Services
Virginia
$212K – – –
PCA
894
Prosperity Capital Advisors
Ohio
$212K -$25K -464 -11%
CBT
895
Crews Bank & Trust
Florida
$211K – – –
IWA
896
Invera Wealth Advisors
Oregon
$211K +$205K +3,809 New
MFA
897
Mayflower Financial Advisors
Massachusetts
$207K +$201K +3,736 New
WLIM
898
White Lighthouse Investment Management
Massachusetts
$206K +$200K +3,721 New
MFT
899
Moisand Fitzgerald Tamayo
Florida
$204K – – –
Squarepoint
900
Squarepoint
New York
$204K +$198K +3,683 New
34 35
36
37 38