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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 %
HBW
1001
Hazlett, Burt & Watson
West Virginia
$7K +$7K +125 New
FHA
1002
First Horizon Advisors
Tennessee
$6.31K -$6.21K -118 -50%
EB
1003
Eastern Bank
Massachusetts
$6.28K – – –
ACM
1004
Anfield Capital Management
California
$6.18K – – –
GI
1005
GAMMA Investing
California
$6.12K +$6.12K +117 New
CB
1006
CNB Bank
Pennsylvania
$6.02K -$2.04K -39 -25%
Deutsche Bank
1007
Deutsche Bank
Germany
$5.5K -$4.71K -90 -46%
BBHC
1008
Brown Brothers Harriman & Co
New York
$4.97K – – –
VCM
1009
Versant Capital Management
Arizona
$4.4K – – –
Group One Trading
1010
Group One Trading
Illinois
$4.34K +$4.34K +83 New
PAG
1011
Paladin Advisory Group
Iowa
$3.19K -$10.1K -193 -76%
PCA
1012
Providence Capital Advisors
North Carolina
$3.19K +$3.19K +61 New
SHIM
1013
Stone House Investment Management
Pennsylvania
$3.15K – – –
HFS
1014
Hantz Financial Services
Michigan
$3K -$4.15K -83 -58%
EWA
1015
EverSource Wealth Advisors
Alabama
$2.77K – – –
LAMC
1016
Longview Asset Management (California)
California
$2.62K – – –
TWC
1017
TD Waterhouse Canada
Ontario, Canada
$2.27K -$2.27K -43 -50%
SAS
1018
Spurstone Advisory Services
Connecticut
$2.09K – – –
HB
1019
Horizon Bancorp
Indiana
$2K – – –
LCM
1020
Logan Capital Management
Pennsylvania
$1.62K – – –
BIM
1021
Breakwater Investment Management
Washington
$1.36K – – –
RWM
1022
Rialto Wealth Management
New York
$838 – – –
SIC
1023
Salem Investment Counselors
North Carolina
$681 – – –
AF
1024
Alerus Financial
North Dakota
$680 +$680 +13 New
FCMT
1025
Founders Capital Management (Texas)
Texas
$222 – – –
39 40
41
42 43