SPYV icon

SPDR Portfolio S&P 500 Value ETF

1,002 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, 447 increasing their positions, 338 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,002
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
170
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$13.1M
Puts
$1.41M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LWP
251
Laurel Wealth Planning
Minnesota
$7.72M
AI
252
Auour Investments
Massachusetts
$7.7M
GWAM
253
Guardian Wealth Advisors (Minnesota)
Minnesota
$7.67M
AFTS
254
American Financial & Tax Strategies
New York
$7.57M
SAM
255
Smithbridge Asset Management
Pennsylvania
$7.55M
LA
256
Lynch & Associates
Indiana
$7.54M
CSWG
257
Cardinal Strategic Wealth Guidance
Kentucky
$7.27M
IA
258
Integrity Alliance
Iowa
$7.27M
KFI
259
Key Financial Inc
Pennsylvania
$7.26M
AFA
260
AA Financial Advisors
Ohio
$7.25M
FNWM
261
Financial Network Wealth Management
Utah
$7.18M
TF
262
TME Financial
California
$7.14M
DWM
263
Denver Wealth Management
Colorado
$7.08M
KAS
264
Kestra Advisory Services
Texas
$7.06M
PWM
265
Partnership Wealth Management
Maryland
$7.03M
Natixis Advisors
266
Natixis Advisors
Massachusetts
$6.96M
IWN
267
Independent Wealth Network
Iowa
$6.96M
SWM
268
Spire Wealth Management
Virginia
$6.91M
SWA
269
Stratos Wealth Advisors
Ohio
$6.89M
RCWM
270
Red Crane Wealth Management
California
$6.88M
WFPG
271
Waller Financial Planning Group
Ohio
$6.8M
CWMS
272
Cannon Wealth Management Services
North Carolina
$6.68M
VVP
273
Venture Visionary Partners
Ohio
$6.65M
UFA
274
Uptown Financial Advisors
Texas
$6.61M
GCA
275
Greenwood Capital Associates
South Carolina
$6.56M