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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 %
CFG
276
Cooper Financial Group
California
$6.47M -$455K -8,905 -7%
B
277
Bensler
Washington
$6.45M +$804K +15,739 +14%
FFA
278
Farther Finance Advisors
California
$6.43M +$5.29M +103,627 +463%
MWM
279
Modera Wealth Management
New Jersey
$6.37M +$15.4K +301 +0.2%
IP
280
Ignite Planners
California
$6.36M +$120K +2,432 +2%
FPAS
281
Focus Partners Advisor Solutions
Missouri
$6.36M +$107K +2,100 +2%
AWA
282
Arete Wealth Advisors
Illinois
$6.29M -$540K -10,570 -8%
Charles Schwab
283
Charles Schwab
California
$6.27M -$540K -10,573 -8%
ATWA
284
Arbor Trust Wealth Advisors
Michigan
$6.25M +$470K +9,202 +8%
IPW
285
Intergy Private Wealth
Colorado
$6.24M +$204 +4 +0%
CAGAS
286
Capital Advisory Group Advisory Services
Minnesota
$6.24M +$223K +4,376 +4%
HPC
287
HM Payson & Co
Maine
$6.23M – – –
SFG
288
Snider Financial Group
Washington
$6.18M +$14.6K +285 +0.2%
FIM
289
Freedom Investment Management
Connecticut
$6.1M +$168K +3,282 +3%
PWA
290
Phoenix Wealth Advisors
North Carolina
$6.03M +$1.15M +22,614 +24%
PWM
291
Penobscot Wealth Management
Maine
$6.01M +$793K +15,536 +15%
FFA
292
Florida Financial Advisors
Florida
$5.85M +$2.39M +48,187 +69%
GWSG
293
GPS Wealth Strategies Group
Colorado
$5.79M -$202K -3,957 -3%
SCP
294
Stevens Capital Partners
Nebraska
$5.73M -$1.5M -29,466 -21%
CWA
295
Centennial Wealth Advisory
Michigan
$5.68M +$384K +7,526 +7%
MWA
296
Motive Wealth Advisors
Michigan
$5.6M +$43.3K +848 +0.8%
CAM
297
Cozad Asset Management
Illinois
$5.59M +$220K +4,315 +4%
SIM
298
Synergy Investment Management
Florida
$5.54M +$2.92M +57,239 +112%
JFA
299
JNBA Financial Advisors
Minnesota
$5.53M -$2.15M -42,124 -28%
TFA
300
Tranquilli Financial Advisor
New Jersey
$5.51M -$64.2K -1,258 -1%
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