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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
13.75%
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 %
WF
151
Williams Financial
Vermont
$18.6M -$3.32M -63,511 -15%
FHC
152
First Heartland Consultants
Missouri
$18.3M +$796K +15,212 +5%
SFP
153
Strategic Financial Partners
Oregon
$18.3M +$4.74M +90,578 +35%
PFA
154
Pure Financial Advisors
California
$18.2M -$396K -7,567 -2%
RPGK
155
Retirement Planning Group (Kansas)
Kansas
$18.1M -$377K -7,199 -2%
WCM
156
Windsor Capital Management
Arizona
$18M +$180K +3,444 +1%
CCFM
157
Clear Creek Financial Management
Washington
$17.7M +$6.4M +122,224 +57%
NL
158
Navalign LLC
California
$17.7M -$431K -8,238 -2%
SOS
159
Silver Oak Securities
Tennessee
$17.6M +$3.2M +61,109 +22%
DC
160
Destiny Capital
Colorado
$17.4M +$1.21M +23,071 +7%
Baird Financial Group
161
Baird Financial Group
Wisconsin
$17.4M -$1.34M -25,513 -7%
ML
162
McAdam LLC
Pennsylvania
$17.3M +$3.25M +62,037 +23%
FA
163
Freestate Advisors
Kansas
$17.1M -$272K -5,193 -2%
SF
164
Summit Financial
New Jersey
$17.1M +$4.58M +87,414 +37%
HFS
165
Horizon Financial Services
North Carolina
$17M +$451K +8,610 +3%
TFA
166
TPG Financial Advisors
Oregon
$17M -$1.44M -27,560 -8%
SW
167
SteelPeak Wealth
California
$16.8M -$20.8M -397,108 -55%
BCM
168
Brookstone Capital Management
Illinois
$16.5M -$435K -8,303 -3%
SWP
169
Stratos Wealth Partners
Ohio
$16.2M -$1.37M -26,120 -8%
CI
170
CX Institutional
Indiana
$15.9M +$2.41M +46,074 +18%
KPWS
171
Kestra Private Wealth Services
Texas
$15.8M -$420K -8,025 -3%
1IA
172
1834 Investment Advisors
Wisconsin
$15.8M -$222K -4,236 -1%
DI
173
Diligent Investors
California
$15M +$22.9K +437 +0.2%
GLR
174
Great Lakes Retirement
Ohio
$14.9M +$228K +4,351 +2%
AF
175
Abound Financial
California
$14.8M +$1.45M +27,731 +11%
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