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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 %
WTC
976
WhitTier Trust Company
Nevada
$15.8K – – –
PP
977
Pacifica Partners
Canada
$15.1K +$15.1K +290 New
PFBT
978
Parkside Financial Bank & Trust
Missouri
$14.7K -$24.5K -468 -62%
TFG
979
Team Financial Group
California
$14.5K +$14.5K +277 New
AWM
980
Accredited Wealth Management
Kentucky
$13.8K +$52 +1 +0.4%
ANBT
981
American National Bank & Trust
Texas
$13.6K – – –
CTWM
982
Cherry Tree Wealth Management
Minnesota
$13.6K – – –
BCM
983
Boreal Capital Management
Florida
$13.1K +$13.1K +250 New
FAM
984
Flaharty Asset Management
Florida
$12.7K -$19.6K -375 -61%
NCM
985
Northwest Capital Management
Oregon
$12.2K -$217K -4,149 -95%
RDFA
986
Ritter Daniher Financial Advisory
Ohio
$12.1K +$10.3K +197 +579%
WA
987
WPG Advisers
Maryland
$10.8K +$52 +1 +0.5%
HFS
988
Hughes Financial Services
Virginia
$10.4K – – –
AW
989
Avion Wealth
Texas
$10K +$95 +2 +1%
AWM
990
Abound Wealth Management
Tennessee
$9.89K -$63.8K -1,219 -87%
QWM
991
Quaker Wealth Management
New Jersey
$9.58K +$9.58K +183 New
CTC
992
Central Trust Company
Missouri
$9.47K -$73.4K -1,402 -89%
BDPWM
993
Barnes Dennig Private Wealth Management
Ohio
$9.47K – – –
PSFG
994
Park Square Financial Group
Georgia
$9.47K – – –
VWA
995
Valued Wealth Advisors
Utah
$9.11K – – –
UCB
996
United Community Bank
South Carolina
$8.79K +$8.79K +168 New
BIG
997
Brooklyn Investment Group
New York
$8.58K -$4.34K -83 -34%
MS
998
Marshall & Sullivan
Washington
$8.22K +$8.22K +157 New
CW
999
Curio Wealth
Maryland
$8.01K +$7.96K +152 +15,200%
HWP
1000
Highline Wealth Partners
California
$7.17K +$7.17K +137 New
38 39
40
41 42