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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
13.75%
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 %
NA
101
NewEdge Advisors
Louisiana
$29.6M 564,782 +50,680 +10%
HSWS
102
Higgins & Schmidt Wealth Strategies
Colorado
$29.5M 564,436 +60,835 +12%
GWM
103
Geneos Wealth Management
Colorado
$29.4M 562,442 -564,954 -50%
Northern Trust
104
Northern Trust
Illinois
$29.1M 556,641 -55 -0%
LFPWM
105
Leicht Financial Planning & Wealth Management
New Jersey
$29.1M 555,096 +115,142 +26%
CF
106
Convergence Financial
Missouri
$29M 554,178 +36,626 +7%
GVAG
107
Great Valley Advisor Group
Delaware
$28.5M 545,177 +30,320 +6%
FTS
108
Fifth Third Securities
Ohio
$28.3M 540,467 +167,998 +45%
CWA
109
Choice Wealth Advisors
Maine
$28.2M 538,690 +3,204 +0.6%
IWA
110
Inspirion Wealth Advisors
Illinois
$28.1M 536,296 -9,592 -2%
WA
111
Waverly Advisors
Alabama
$27.7M 529,774 +14,129 +3%
MWPCG
112
Measured Wealth Private Client Group
New Hampshire
$27.7M 528,420 -519 -0.1%
TFGT
113
TS Financial Group (TSFG)
Illinois
$27.6M 526,419 -103,708 -16%
BOPW
114
Brandywine Oak Private Wealth
Pennsylvania
$27.2M 519,837 -26,772 -5%
SFP
115
Shepherd Financial Partners
Massachusetts
$27.1M 517,826 +73,251 +16%
BW
116
BIP Wealth
Georgia
$26.9M 514,242 -10,613 -2%
SFM
117
Signet Financial Management
New Jersey
$26.7M 510,733 -36,014 -7%
RA
118
Riversedge Advisors
Delaware
$26.4M 503,703 -38,572 -7%
PWPS
119
Pinnacle Wealth Planning Services
Ohio
$26.2M 500,570 +39,146 +8%
AWA
120
Alta Wealth Advisors
Massachusetts
$25.9M 494,328 +26,529 +6%
RA
121
Rodgers & Associates
Pennsylvania
$25.5M 487,696 +3,738 +0.8%
HBT
122
Hills Bank & Trust
Iowa
$24.9M 475,061 +150,057 +46%
HG
123
Harbor Group
New Hampshire
$24.7M 472,831 +14,935 +3%
ACA
124
Ackerman Capital Advisors
Texas
$24.7M 471,136 +176,967 +60%
EWA
125
ERTS Wealth Advisors
Michigan
$24.6M 469,660 -545,608 -54%
3 4
5
6 7