SPYV icon

SPDR Portfolio S&P 500 Value ETF

1,030 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 96 funds opening new positions, 448 increasing their positions, 343 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

2% more capital invested

Capital invested by funds: $21.7B → $22.2B (+$507M)

5.13% less ownership

Funds ownership: 88.56%83.43% (-5.1%)

8% less funds holding in top 10

Funds holding in top 10: 170157 (-13)

Holders
1,030
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
157
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$19.4M
Puts
$1.21M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NA
101
NewEdge Advisors
Louisiana
$29.6M
HSWS
102
Higgins & Schmidt Wealth Strategies
Colorado
$29.5M
GWM
103
Geneos Wealth Management
Colorado
$29.4M
Northern Trust
104
Northern Trust
Illinois
$29.1M
LFPWM
105
Leicht Financial Planning & Wealth Management
New Jersey
$29.1M
CF
106
Convergence Financial
Missouri
$29M
GVAG
107
Great Valley Advisor Group
Delaware
$28.5M
FTS
108
Fifth Third Securities
Ohio
$28.3M
CWA
109
Choice Wealth Advisors
Maine
$28.2M
IWA
110
Inspirion Wealth Advisors
Illinois
$28.1M
WA
111
Waverly Advisors
Alabama
$27.7M
MWPCG
112
Measured Wealth Private Client Group
New Hampshire
$27.7M
TFGT
113
TS Financial Group (TSFG)
Illinois
$27.6M
BOPW
114
Brandywine Oak Private Wealth
Pennsylvania
$27.2M
SFP
115
Shepherd Financial Partners
Massachusetts
$27.1M
BW
116
BIP Wealth
Georgia
$26.9M
SFM
117
Signet Financial Management
New Jersey
$26.7M
RA
118
Riversedge Advisors
Delaware
$26.4M
PWPS
119
Pinnacle Wealth Planning Services
Ohio
$26.2M
AWA
120
Alta Wealth Advisors
Massachusetts
$25.9M
RA
121
Rodgers & Associates
Pennsylvania
$25.5M
HBT
122
Hills Bank & Trust
Iowa
$24.9M
HG
123
Harbor Group
New Hampshire
$24.7M
ACA
124
Ackerman Capital Advisors
Texas
$24.7M
EWA
125
ERTS Wealth Advisors
Michigan
$24.6M