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SPDR Portfolio S&P 500 Value ETF
SPYV

Overview Fund Activity

1,024 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, 445 increasing their positions, 341 reducing their positions, and 44 closing their positions.

Holders
1,024
Holders Change
+23
Holders Change %
+2.3%
% of All Funds
13.74%
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
445
Reduced
341
Closed
44
Calls
$10.7M
Puts
$984K
Net Calls
+$9.69M
Net Calls Change
-$2.01M

Top Buyers

1
LPL Financial
1
LPL Financial
California
$2.36B
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$4.24B
3
Goldman Sachs
3
Goldman Sachs
New York
$149M
4
SFC
4
Strategic Financial Concepts
Texas
$51.8M
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$237M

Top Sellers

1
DFG
1
Demars Financial Group
Washington
$2.92M
2
TC
2
TownSquare Capital
Utah
$14.5M
3
Franklin Resources
3
Franklin Resources
California
$36.1M
4
Ameriprise
4
Ameriprise
Minnesota
$433M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$131M
Name Market Value Shares Shares
Change 		Shares
Change %
TYCC
1051
Texas Yale Capital Corp
Florida
– – -4,825 Closed
AWAG
1052
ARS Wealth Advisors Group
Florida
– – -4,276 Closed
MIM
1053
Marshall Investment Management
Colorado
– – -4,263 Closed
VIM
1054
Vista Investment Management
Pennsylvania
– – -4,035 Closed
VBA
1055
von Borstel & Associates
Oregon
– – -2,769 Closed
SFG
1056
Stonebridge Financial Group
Pennsylvania
– – -2,471 Closed
FWA
1057
Flagship Wealth Advisors
Massachusetts
– – -1,625 Closed
FM
1058
Family Management
New York
– – -1,266 Closed
QCG
1059
Quadrant Capital Group
Ohio
– – -1,000 Closed
CWC
1060
Carolinas Wealth Consulting
North Carolina
– – -626 Closed
HT
1061
Headlands Technologies
Illinois
– – -562 Closed
EF
1062
Elite Financial
Idaho
– – -500 Closed
WT
1063
Washington Trust
Rhode Island
– – -225 Closed
RCM
1064
Raleigh Capital Management
North Carolina
– – -166 Closed
SIC
1065
SJS Investment Consulting
Ohio
– – -76 Closed
MFA
1066
McClarren Financial Advisors
Pennsylvania
– – -51 Closed
BMC
1067
Bear Mountain Capital
Washington
– – -39 Closed
KWM
1068
Kiker Wealth Management
Georgia
– – -35 Closed
BL
1069
BFSG LLC
California
– – -21 Closed
RS
1070
Rakuten Securities
Japan
– – -1 Closed
FCAS
1071
First Command Advisory Services
Texas
– – – –
39 40 41 42
43