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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 %
PMFA
951
Plante Moran Financial Advisors
Michigan
$31.7K – – –
PPC
952
Park Place Capital
Alabama
$31.6K – – –
OWP
953
ORG Wealth Partners
Texas
$30.4K +$4.23K +80 +16%
Barclays
954
Barclays
United Kingdom
$30K – – –
TSMHT
955
Thurston Springer Miller Herd & Titak
Indiana
$29.9K – – –
FDCP
956
Foster Dykema Cabot & Partners
Massachusetts
$29.8K – – –
HNB
957
Huntington National Bank
Ohio
$29K -$344K – –
PA
958
Pineridge Advisors
Missouri
$29K +$52 +1 +0.2%
BCWM
959
Bartlett & Co Wealth Management
Ohio
$28.5K – – –
AT
960
Arlington Trust
Alabama
$28K – – –
TF
961
Tompkins Financial
New York
$27.5K +$27K +515 +4,682%
APW
962
Atlantic Private Wealth
North Carolina
$26.3K +$26.3K +503 New
FAI
963
Fiduciary Advisors Inc
Missouri
$26.3K +$26.3K +502 New
CFO
964
CVA Family Office
Colorado
$26.2K +$1.1K +21 +4%
TIM
965
Tortoise Investment Management
New York
$22.5K – – –
HFM
966
Hartford Financial Management
Connecticut
$22K – – –
Kayne Anderson Rudnick Investment Management
967
Kayne Anderson Rudnick Investment Management
California
$21.2K – – –
GPFA
968
Game Plan Financial Advisors
Ohio
$19.6K – – –
CAL
969
Capital Advisors Ltd
Ohio
$19K +$4.28K +80 +29%
OW
970
Olistico Wealth
Oklahoma
$18.8K -$6.91K -132 -27%
HDIM
971
Hanson & Doremus Investment Management
Vermont
$18K – – –
FMII
972
Farmers & Merchants Investments Inc
Nebraska
$17.8K – – –
CPA
973
Cardiff Park Advisors
California
$17.2K – – –
AP
974
Atwood & Palmer
Missouri
$16K -$197K -3,765 -92%
CHC
975
City Holding Co
West Virginia
$16K – – –
37 38
39
40 41