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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
13.75%
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 %
TPCW
901
TD Private Client Wealth
New York
$136K +$136K +2,602 New
CIR
902
Clear Investment Research
Georgia
$124K +$576 +11 +0.5%
MMCM
903
Murphy & Mullick Capital Management
New York
$122K – – –
UFAC
904
Urban Financial Advisory Corp
Illinois
$118K +$576 +11 +0.5%
PWAM
905
Private Wealth Asset Management
Iowa
$117K +$117K +2,235 New
HWA
906
Heritage Wealth Advisors
Virginia
$115K – – –
BCMLT
907
Beacon Capital Management LLC (Tennessee)
Tennessee
$113K +$65.9K +1,259 +139%
BFS
908
Bare Financial Services
Pennsylvania
$105K – – –
TCOV
909
Trust Company of Vermont
Vermont
$100K – – –
MSG
910
Main Street Group
Virginia
$85.2K +$419 +8 +0.5%
FFWM
911
Future Financial Wealth Management
Ohio
$85.2K – – –
CMP
912
Coston McIsaac & Partners
Maine
$85K -$15.1K -289 -15%
PS
913
Pinney & Scofield
Massachusetts
$79.2K – – –
MAFA
914
MJT & Associates Financial Advisory
Minnesota
$78.8K – – –
NL
915
NVWM LLC
Pennsylvania
$76.5K – – –
BTI
916
Blue Trust Inc
Georgia
$70.9K +$3.98K +76 +6%
CPG
917
Cornerstone Planning Group
New Jersey
$70.7K -$210 -4 -0.3%
CWM
918
Crowley Wealth Management
Delaware
$69.2K – – –
BAM
919
Byrne Asset Management
New Jersey
$68.8K +$68.8K +177 New
TIM
920
Thompson Investment Management
Wisconsin
$67.5K +$576 +11 +0.9%
MSWA
921
Marshall & Sterling Wealth Advisors
New York
$65.1K +$8.58K +164 +15%
ADL
922
Asset Dedication LLC
California
$63.4K – – –
OIA
923
Optimum Investment Advisors
Illinois
$62.8K – – –
FFC
924
First Financial Corp
Indiana
$60.6K – – –
ACA
925
Atlas Capital Advisors
Wyoming
$57.3K – – –
35 36
37
38 39