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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 %
NB
926
NBT Bank
New York
$55.6K -$5.55K -106 -9%
BA
927
Ballast Advisors
Minnesota
$55.6K -$4.4K -84 -7%
AIM
928
Access Investment Management
Georgia
$55K +$55K +1,050 New
OLVIG
929
Oliver Lagore Vanvalin Investment Group
Michigan
$55K +$55K +1,076 New
WIM
930
Westside Investment Management
California
$54.6K – – –
AIC
931
Archer Investment Corporation
Indiana
$52.3K – – –
GWSA
932
Global Wealth Strategies & Associates
Colorado
$52.1K – – –
PFM
933
Phillips Financial Management
Indiana
$51K – – –
NFSG
934
Newbridge Financial Services Group
Florida
$47.7K -$8.16K -156 -15%
BL
935
Balentine LLC
Georgia
$46.4K -$2.68M -51,138 -98%
SC
936
Steph & Co
Wisconsin
$46.3K – – –
T
937
Transce3nd
Texas
$44.6K -$8.37K -160 -16%
CA
938
Crewe Advisors
Utah
$43.3K +$29.3K +560 +209%
SIS
939
Sound Income Strategies
Florida
$42.2K +$18.2K +348 +76%
MPWT
940
MassMutual Private Wealth & Trust
Connecticut
$42K – – –
FIM
941
FWL Investment Management
Texas
$38.5K – – –
NSIM
942
North Star Investment Management
Illinois
$36.7K +$209 +4 +0.6%
LWMI
943
Legacy Wealth Management (Idaho)
Idaho
$36K – – –
LIS
944
Legacy Investment Solutions
Idaho
$36K +$36K +688 New
WTFG
945
Wood Tarver Financial Group
Idaho
$36K – – –
AUB
946
Atlantic Union Bankshares
Virginia
$35.8K +$35.8K +684 New
VWA
947
VSM Wealth Advisory
Maryland
$34.3K +$4.03K +77 +13%
GC
948
Garde Capital
Washington
$34.3K – – –
PA
949
Parallel Advisors
California
$33.5K +$33.4K +639 +63,900%
SS
950
Sunbelt Securities
Texas
$32.1K -$51 -1 -0.2%
36 37
38
39 40