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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 %
LWP
251
Laurel Wealth Planning
Minnesota
$7.72M +$581K +11,377 +8%
AI
252
Auour Investments
Massachusetts
$7.7M +$556K +11,301 +8%
GWAM
253
Guardian Wealth Advisors (Minnesota)
Minnesota
$7.67M +$2.7M +52,906 +54%
AFTS
254
American Financial & Tax Strategies
New York
$7.57M -$528K -10,345 -7%
SAM
255
Smithbridge Asset Management
Pennsylvania
$7.55M +$7.55M +147,878 New
LA
256
Lynch & Associates
Indiana
$7.54M +$105K +2,062 +1%
CSWG
257
Cardinal Strategic Wealth Guidance
Kentucky
$7.27M +$726K +14,214 +11%
IA
258
Integrity Alliance
Iowa
$7.27M +$7.27M +142,281 New
KFI
259
Key Financial Inc
Pennsylvania
$7.26M -$49.2K -963 -0.7%
AFA
260
AA Financial Advisors
Ohio
$7.25M -$9.76M -191,197 -57%
FNWM
261
Financial Network Wealth Management
Utah
$7.18M +$627K +12,273 +10%
TF
262
TME Financial
California
$7.14M +$3.85M +75,463 +117%
DWM
263
Denver Wealth Management
Colorado
$7.08M +$421K +8,234 +6%
KAS
264
Kestra Advisory Services
Texas
$7.06M +$341K +6,673 +5%
PWM
265
Partnership Wealth Management
Maryland
$7.03M -$7.61K -149 -0.1%
Natixis Advisors
266
Natixis Advisors
Massachusetts
$6.96M +$6.45M +126,226 +1,258%
IWN
267
Independent Wealth Network
Iowa
$6.96M +$35.3K +692 +0.5%
SWM
268
Spire Wealth Management
Virginia
$6.91M -$3.27M -63,957 -32%
SWA
269
Stratos Wealth Advisors
Ohio
$6.89M -$200K -3,910 -3%
RCWM
270
Red Crane Wealth Management
California
$6.88M -$39.3K -769 -0.6%
WFPG
271
Waller Financial Planning Group
Ohio
$6.8M -$920K -18,010 -12%
CWMS
272
Cannon Wealth Management Services
North Carolina
$6.68M +$227K +4,580 +4%
VVP
273
Venture Visionary Partners
Ohio
$6.65M +$6.45M +126,221 +3,100%
UFA
274
Uptown Financial Advisors
Texas
$6.61M +$144K +2,825 +2%
GCA
275
Greenwood Capital Associates
South Carolina
$6.56M +$1.29M +25,333 +25%
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