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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 %
DFA
1026
DHJJ Financial Advisors
Illinois
$163 – – –
SFA
1027
Semmax Financial Advisors
North Carolina
$50 – – –
GAG
1028
Goodman Advisory Group
Massachusetts
– -$17.8M -348,702 Closed
Mirae Asset Global Investments
1029
Mirae Asset Global Investments
South Korea
– -$16.3M -320,000 Closed
ARC
1030
Advisor Resource Council
Texas
– -$16M -314,080 Closed
Charles Schwab
1031
Charles Schwab
California
– -$6.27M -122,713 Closed
CM
1032
Churchill Management
California
– -$4.82M -94,430 Closed
GS
1033
GTS Securities
New York
– -$4.6M -90,155 Closed
AI
1034
Atom Investors
Texas
– -$4.32M -84,534 Closed
CI
1035
Cavalier Investments
Georgia
– -$3.53M -69,200 Closed
NCFG
1036
New Century Financial Group
New Jersey
– -$1.52M -29,735 Closed
MW
1037
Maia Wealth
Colorado
– -$861K -17,794 Closed
GSC
1038
Ground Swell Capital
South Carolina
– -$710K -13,907 Closed
PC
1039
Permanens Capital
New York
– -$653K -12,784 Closed
CastleKeep Investment Advisors
1040
CastleKeep Investment Advisors
Connecticut
– -$625K -12,240 Closed
TCM
1041
Twin Capital Management
Pennsylvania
– -$558K -10,929 Closed
Two Sigma Investments
1042
Two Sigma Investments
New York
– -$490K -9,600 Closed
EFG
1043
Everhart Financial Group
Ohio
– -$472K -9,243 Closed
Fisher Asset Management
1044
Fisher Asset Management
Washington
– -$448K -8,775 Closed
BI
1045
Ballast Inc
Kentucky
– -$422K -8,256 Closed
VF
1046
Vawter Financial
Ohio
– -$333K -6,511 Closed
CFP
1047
Catalyst Financial Partners
Massachusetts
– -$311K -6,092 Closed
RSWM
1048
Robertson Stephens Wealth Management
California
– -$284K -5,563 Closed
SIC
1049
Sterling Investment Counsel
New York
– -$273K -5,354 Closed
SFM
1050
Stack Financial Management
Montana
– -$271K -5,300 Closed
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