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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
2.1%
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 %
AF
76
Arrow Financial
New York
$41.8M +$195K +3,717 +0.5%
Janney Montgomery Scott
77
Janney Montgomery Scott
Pennsylvania
$41.6M -$14.7M -280,811 -26%
CFD
78
Creative Financial Designs
Indiana
$41.3M -$23.9K -456 -0.1%
AI
79
Accredited Investors
Minnesota
$41.3M -$2.01M -38,485 -5%
BWG
80
Balanced Wealth Group
Ohio
$40.6M +$1.63M +30,929 +4%
GIA
81
Gladstone Institutional Advisory
Florida
$40.1M +$2.18M +41,700 +6%
CI
82
Constellation Investments
Ohio
$37.3M – – –
TVAMP
83
Tennessee Valley Asset Management Partners
Tennessee
$37.3M +$1.13M +21,637 +3%
WCAMG
84
Woodard & Company Asset Management Group
North Carolina
$36.5M +$223K +4,255 +0.6%
ETC
85
Exchange Traded Concepts
Oklahoma
$36.4M +$36.4M +695,083 New
Franklin Resources
86
Franklin Resources
California
$36.1M -$170M -3,249,170 -82%
CIM
87
Confluence Investment Management
Missouri
$35.9M +$6.51M +124,297 +22%
Prudential Financial
88
Prudential Financial
New Jersey
$35.8M – – –
CC
89
Courier Capital
New York
$34.7M +$2.69M +51,419 +8%
KOC
90
Koss-Olinger Consulting
Florida
$34.6M +$3.35M +64,033 +11%
LWANC
91
Laurel Wealth Advisors (North Carolina)
North Carolina
$34.5M +$33.9M +1,772,591 +5,145%
Creative Planning
92
Creative Planning
Kansas
$34.4M -$1.53M -29,325 -4%
VC
93
Vicus Capital
Pennsylvania
$33.8M +$3.14M +60,081 +10%
DWM
94
Dakota Wealth Management
Florida
$33.3M +$9.36M +178,758 +39%
AWM
95
Avior Wealth Management
Nebraska
$32.4M +$638K +12,189 +2%
MA
96
MONECO Advisors
Connecticut
$32M +$3.67M +70,087 +13%
Jones Financial Companies
97
Jones Financial Companies
Missouri
$31.9M +$16.3M +313,194 +104%
Envestnet Portfolio Solutions
98
Envestnet Portfolio Solutions
Illinois
$31.7M -$9.85M -188,150 -24%
APP
99
Avantax Planning Partners
Iowa
$30.4M +$3.7M +70,769 +14%
EFL
100
ERn Financial LLC
Wisconsin
$30.3M +$1.18M +22,491 +4%
2 3
4
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