State Street SPDR Portfolio S&P 500 Value ETF
SPYV
1,047 hedge funds and large institutions have $22.2B invested in State Street SPDR Portfolio S&P 500 Value ETF in 2025 Q2 according to their latest regulatory filings, with 97 funds opening new positions, 455 increasing their positions, 344 reducing their positions, and 45 closing their positions.
1,502% more call options, than puts
Call options by funds: $19.4M | Put options by funds: $1.21M
116% more first-time investments, than exits
New positions opened: 97 | Existing positions closed: 45
32% more repeat investments, than reductions
Existing positions increased: 455 | Existing positions reduced: 344
3% more funds holding
Funds holding: 1,015 → 1,047 (+32)
2% more capital invested
Capital invested by funds: $21.7B → $22.2B (+$500M)
5.4% less ownership
Funds ownership: 88.75% → 83.35% (-5.4%)
8% less funds holding in top 10
Funds holding in top 10: 172 → 158 (-14)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$117M |
| 2 |
Financial Engines Advisors
Santa Clara,
California
|
+$114M |
| 3 |
Goldman Sachs
New York
|
+$70.7M |
| 4 |
SFC
Strategic Financial Concepts
San Antonio,
Texas
|
+$48.2M |
| 5 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$46.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DFG
Demars Financial Group
Spokane Valley,
Washington
|
-$866M |
| 2 |
TC
TownSquare Capital
Provo,
Utah
|
-$168M |
| 3 |
Franklin Resources
San Mateo,
California
|
-$162M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$35.4M |
| 5 |
Bank of New York Mellon
New York
|
-$33.8M |
SPYV Hedge Fund Activity: Q2 2025 in Review
1,047 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 Value ETF (SPYV) for Q2 2025, worth a combined $22.2B — up 2.3% from $21.7B a quarter earlier.
Buyers outnumbered sellers: 97 funds opened new SPYV positions and 45 closed out — a net gain of 52 holders — while 455 added to existing stakes and 344 trimmed.
The largest buyer was LPL Financial, adding an estimated $117M. The largest seller was Demars Financial Group, cutting an estimated $866M.
- 1,047 institutional investors held State Street SPDR Portfolio S&P 500 Value ETF (SPYV) as of Q2 2025, up from 1,015 in Q1 2025.
- Funds reported $22.2B of State Street SPDR Portfolio S&P 500 Value ETF stock for Q2 2025, up 2.3% quarter-over-quarter.
- 97 funds opened new State Street SPDR Portfolio S&P 500 Value ETF positions in Q2 2025 and 45 closed out, a net change of +52 holders.
- The largest State Street SPDR Portfolio S&P 500 Value ETF buyer in Q2 2025 was LPL Financial, an estimated $117M added.
- The largest State Street SPDR Portfolio S&P 500 Value ETF seller in Q2 2025 was Demars Financial Group, an estimated $866M sold.
Based on aggregated 13F filings for Q2 2025.