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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
13.76%
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
LPL Financial
California
$2.36B
2
Financial Engines Advisors
Financial Engines Advisors
California
$4.24B
3
Goldman Sachs
Goldman Sachs
New York
$149M
4
SFC
Strategic Financial Concepts
Texas
$51.8M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$237M

Top Sellers

1
DFG
Demars Financial Group
Washington
$2.92M
2
TC
TownSquare Capital
Utah
$14.5M
3
Franklin Resources
Franklin Resources
California
$36.1M
4
Ameriprise
Ameriprise
Minnesota
$433M
5
Bank of New York Mellon
Bank of New York Mellon
New York
$131M
Name Holding Trade Value Shares
Change 		Shares
Change %
VBFP
201
Valtinson Bruner Financial Planning
Minnesota
$12.4M +$762K +14,567 +7%
SWA
202
SOA Wealth Advisors
New York
$12.4M -$4.58M -87,573 -27%
HPC
203
Hobart Private Capital
North Carolina
$12.3M +$916K +17,495 +8%
NC
204
NewSquare Capital
Pennsylvania
$12.2M +$148K +2,836 +1%
SI
205
Stephens Inc
Arkansas
$12.1M +$1.2M +22,860 +11%
ORG
206
Optimist Retirement Group
Washington
$12.1M -$94.8K -1,812 -0.8%
NG
207
Novem Group
New York
$12.1M +$414K +7,919 +4%
GWM
208
Gibbs Wealth Management
Georgia
$11.7M +$11.7M +223,841 New
MPM
209
Meritage Portfolio Management
Kansas
$11.7M -$4.47M -85,443 -28%
FC
210
Financial Council
Maryland
$11.7M +$275K +5,260 +2%
GIA
211
GHP Investment Advisors
Colorado
$11.6M +$368K +7,036 +3%
RWM
212
Reston Wealth Management
Virginia
$11.6M -$335K -6,392 -3%
GFG
213
Goldstone Financial Group
Illinois
$11.5M +$515K +9,687 +5%
NECFA
214
New England Capital Financial Advisors
Connecticut
$11.1M -$31K -592 -0.3%
HA
215
Hofer & Associates
California
$10.9M +$213K +4,076 +2%
Nomura Asset Management
216
Nomura Asset Management
Japan
$10.7M -$1.45M -27,620 -12%
WI
217
WrapManager Inc
California
$10.6M -$376K -7,179 -3%
KAS
218
Kestra Advisory Services
Texas
$10.4M +$3.15M +60,141 +44%
GG
219
GenWealth Group
New Jersey
$10.2M +$285K +5,436 +3%
M&T Bank
220
M&T Bank
New York
$10.2M -$36.4K -695 -0.4%
CWM
221
Collaborative Wealth Management
Florida
$10.1M +$209K +3,994 +2%
AWM
222
Axxcess Wealth Management
California
$10.1M +$360K +6,887 +4%
PC
223
Promus Capital
Illinois
$10M +$1.83M +35,022 +22%
Focus Partners Wealth
224
Focus Partners Wealth
Massachusetts
$9.94M +$211K +4,023 +2%
SC
225
Savant Capital
Illinois
$9.85M -$504K -9,632 -5%
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