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SPDR Portfolio S&P 500 Value ETF
SPYV

Overview Fund Activity

1,001 hedge funds and large institutions have $21.7B invested in SPDR Portfolio S&P 500 Value ETF in 2025 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 446 increasing their positions, 338 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,001
Holders Change
-10
Holders Change %
-0.99%
% of All Funds
13.6%
Holding in Top 10
170
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+9.68%
% of All Funds
2.31%
New
75
Increased
446
Reduced
338
Closed
64
Calls
$13.1M
Puts
$1.41M
Net Calls
+$11.7M
Net Calls Change
-$4.26M

Top Buyers

1
CWM
Connecticut Wealth Management
Connecticut
+$140M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$114M
3
LPL Financial
LPL Financial
California
+$70.9M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$69.5M
5
DWM
Dynasty Wealth Management
Florida
+$55.3M

Top Sellers

1
AF
Allworth Financial
California
-$203M
2
IAA
Independent Advisor Alliance
North Carolina
-$77.9M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$57.4M
4
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
-$48.5M
5
HI
Horizon Investments
North Carolina
-$37.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
226
IFG Advisory
Georgia
$9.59M -$2.05M -40,166 -18%
Focus Partners Wealth
227
Focus Partners Wealth
Massachusetts
$9.49M -$225K -4,408 -2%
AWM
228
Axxcess Wealth Management
California
$9.48M -$325K -6,359 -3%
GB
229
Gunma Bank
Japan
$9M +$2.61M +51,200 +41%
AWS
230
Atria Wealth Solutions
New York
$8.98M -$93.3K -1,826 -1%
JWS
231
Juncture Wealth Strategies
Arizona
$8.97M -$176K -3,448 -2%
PC
232
Pecaut & Co
Iowa
$8.83M +$72.3K +1,415 +0.8%
AI
233
Atria Investments
North Carolina
$8.79M +$1.06M +20,693 +14%
BWM
234
BCS Wealth Management
Tennessee
$8.79M +$15.7K +307 +0.2%
AAS
235
Asset Allocation Strategies
Michigan
$8.57M -$1.2M -23,449 -12%
CF
236
Collier Financial
Colorado
$8.5M +$8.5M +166,349 New
FGAM
237
Financial Gravity Asset Management
Texas
$8.35M +$8.35M +163,483 New
QC
238
Quent Capital
New York
$8.35M +$187K +3,662 +2%
PWG
239
Portside Wealth Group
Utah
$8.33M +$552K +10,809 +7%
PWG
240
Private Wealth Group
Florida
$8.3M -$5.52M -108,046 -40%
BCI
241
Brinker Capital Investments
Pennsylvania
$8.28M -$6.89M -134,915 -45%
OPS
242
Orion Portfolio Solutions
Nebraska
$8.28M -$6.89M -134,915 -45%
PFG
243
PAX Financial Group
Texas
$8.18M -$1.43M -27,923 -15%
PC
244
Promus Capital
Illinois
$8M +$144K +2,822 +2%
CIBC Private Wealth Group
245
CIBC Private Wealth Group
Georgia
$7.92M +$282K +6,246 +4%
CAM
246
Cobblestone Asset Management
Virginia
$7.89M +$2.77M +54,313 +54%
1WM
247
1900 Wealth Management
Texas
$7.87M -$195K -3,817 -2%
AssetMark Inc
248
AssetMark Inc
California
$7.86M +$1.85M +36,235 +31%
FAIM
249
Financial Advocates Investment Management
Washington
$7.83M +$2.71M +51,893 +53%
TC
250
Trilogy Capital
California
$7.74M +$256K +5,011 +3%
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