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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
13.77%
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
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
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 Holding Trade Value Shares
Change 		Shares
Change %
SAW
176
Signal Advisors Wealth
Michigan
$14.7M -$10.3M -196,995 -41%
FTWA
177
Fifth Third Wealth Advisors
Ohio
$14.7M +$14.3M +272,563 +3,593%
TC
178
TownSquare Capital
Utah
$14.5M -$176M -3,363,080 -92%
MFA
179
Millington Financial Advisors
Illinois
$14.4M +$28.8K +536 +0.2%
AWM
180
Atticus Wealth Management
Florida
$14.3M +$130K +2,479 +0.9%
IA
181
IFG Advisory
Georgia
$14.1M +$4.3M +82,145 +44%
FWM
182
Foguth Wealth Management
Michigan
$14.1M -$10.8M -207,237 -43%
VCP
183
Verus Capital Partners
Arizona
$14M +$927K +17,710 +7%
RF
184
rebel Financial
Ohio
$14M +$14M +266,579 New
Fifth Third Bancorp
185
Fifth Third Bancorp
Ohio
$13.7M -$48K -918 -0.3%
Rockefeller Capital Management
186
Rockefeller Capital Management
New York
$13.7M +$227K +4,329 +2%
KWM
187
Kingsview Wealth Management
Oregon
$13.6M +$61.7K +1,178 +0.5%
LFG
188
Larson Financial Group
Missouri
$13.6M -$1.58M -30,146 -10%
CSP
189
Cary Street Partners
Virginia
$13.5M -$2.03M -38,857 -13%
WAP
190
Wealthcare Advisory Partners
Pennsylvania
$13.5M +$1.5M +28,752 +13%
Citadel Advisors
191
Citadel Advisors
Florida
$13.4M +$11.9M +227,251 +765%
SIG
192
Sargent Investment Group
Maryland
$13.4M -$1.38M -26,155 -9%
EFH
193
Eaton Financial Holdings
Florida
$13.3M -$1.27M -24,314 -9%
SF
194
Symphony Financial
Texas
$13.2M +$13.2M +249,751 New
MWM
195
Meridian Wealth Management
Kentucky
$13.2M -$124K -2,366 -0.9%
Legacy Financial Group (Iowa)
196
Legacy Financial Group (Iowa)
Iowa
$12.8M +$1.84M +35,072 +17%
MFG
197
Merit Financial Group
Georgia
$12.5M -$1.88M -35,827 -13%
PA
198
Probity Advisors
Texas
$12.5M +$631K +12,056 +5%
DWM
199
Dogwood Wealth Management
Kansas
$12.4M +$1.03M +19,566 +9%
PWM
200
Power Wealth Management
Georgia
$12.4M +$655K +12,522 +6%
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