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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 %
MA
301
Mutual Advisors
Nebraska
$5.5M +$4.34M +88,926 +373%
Koshinski Asset Management
302
Koshinski Asset Management
Illinois
$5.49M +$1.81M +35,456 +49%
UCFA
303
United Capital Financial Advisors
Texas
$5.33M -$174K -3,413 -3%
OAM
304
Occidental Asset Management
California
$5.3M +$80K +1,567 +2%
PTC
305
Private Trust Company
Ohio
$5.29M +$492K +9,641 +10%
RA
306
RFG Advisory
Alabama
$5.24M +$1.55M +30,410 +42%
TC
307
TAGStone Capital
North Carolina
$5.14M +$81.1K +1,588 +2%
AAS
308
Ameritas Advisory Services
Nebraska
$5.07M -$347K -6,797 -6%
PAS
309
Park Avenue Securities
New York
$5.05M +$3.17M +62,132 +170%
HI
310
Harbour Investments
Wisconsin
$4.94M +$172K +3,373 +4%
DWM
311
DecisionMap Wealth Management
Virginia
$4.93M +$1.42M +27,737 +40%
GWP
312
Gateway Wealth Partners
Wisconsin
$4.85M +$282K +5,521 +6%
CM
313
Churchill Management
California
$4.82M -$3.13M -61,218 -39%
AMG
314
Asset Management Group
Connecticut
$4.81M +$59.8K +1,171 +1%
S
315
SharpePoint
Arizona
$4.79M -$197K -4,002 -4%
Lido Advisors
316
Lido Advisors
California
$4.76M +$68.8K +1,347 +1%
TW
317
TritonPoint Wealth
Maryland
$4.75M +$967K +18,930 +26%
BFG
318
Buttonwood Financial Group
Missouri
$4.73M +$4.73M +100,489 New
HFW
319
Horizon Family Wealth
Illinois
$4.65M -$29.5K -578 -0.6%
GS
320
GTS Securities
New York
$4.6M +$4.6M +90,155 New
RWM
321
Ritholtz Wealth Management
New York
$4.58M +$4.58M +89,698 New
PFG
322
Pacific Financial Group
Washington
$4.47M -$122K -2,389 -3%
SW
323
SVB Wealth
Massachusetts
$4.38M -$1.52M -29,753 -26%
TW
324
Transform Wealth
Colorado
$4.37M +$130K +2,553 +3%
FIA
325
Foundations Investment Advisors
Arizona
$4.35M -$1.79M -35,098 -29%
11 12
13
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