SPYV icon

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 %
LFA
1051
Legacy Financial Advisors
Kentucky
– -$262K -5,121 Closed
TYCC
1052
Texas Yale Capital Corp
Florida
– -$246K -4,825 Closed
AWAG
1053
ARS Wealth Advisors Group
Florida
– -$218K -4,276 Closed
MIM
1054
Marshall Investment Management
Colorado
– -$218K -4,263 Closed
VIM
1055
Vista Investment Management
Pennsylvania
– -$206K -4,035 Closed
VBA
1056
von Borstel & Associates
Oregon
– -$141K -2,769 Closed
SFG
1057
Stonebridge Financial Group
Pennsylvania
– -$126K -2,471 Closed
FWA
1058
Flagship Wealth Advisors
Massachusetts
– -$83K -1,625 Closed
FM
1059
Family Management
New York
– -$64.7K -1,266 Closed
QCG
1060
Quadrant Capital Group
Ohio
– -$51.1K -1,000 Closed
CWC
1061
Carolinas Wealth Consulting
North Carolina
– -$32K -626 Closed
HT
1062
Headlands Technologies
Illinois
– -$28.7K -562 Closed
EF
1063
Elite Financial
Idaho
– -$25K -500 Closed
WT
1064
Washington Trust
Rhode Island
– -$11.5K -225 Closed
RCM
1065
Raleigh Capital Management
North Carolina
– -$8.48K -166 Closed
SIC
1066
SJS Investment Consulting
Ohio
– -$3.88K -76 Closed
MFA
1067
McClarren Financial Advisors
Pennsylvania
– -$10K -51 Closed
BMC
1068
Bear Mountain Capital
Washington
– -$1.91K -39 Closed
KWM
1069
Kiker Wealth Management
Georgia
– -$1.79K -35 Closed
BL
1070
BFSG LLC
California
– -$1.07K -21 Closed
RS
1071
Rakuten Securities
Japan
– -$51 -1 Closed
39 40 41 42
43