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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
326
Citizens Financial Group
Rhode Island
$4.35M +$107K +2,094 +3%
AI
327
Atom Investors
Texas
$4.32M +$4.32M +84,534 New
MW
328
Marcum Wealth
Ohio
$4.27M +$60.9K +1,193 +1%
OSAM
329
O'Shaughnessy Asset Management
Connecticut
$4.25M +$1.88M +36,869 +79%
GSWM
330
Golden State Wealth Management
California
$4.19M +$25.8K +505 +0.6%
CWA
331
Clarus Wealth Advisors
Arizona
$4.19M +$251K +5,173 +6%
BBA
332
Braun-Bostich & Associates
Pennsylvania
$4.17M +$1.52M +29,804 +58%
CCAL
333
City Center Advisors LLC
Michigan
$4.12M -$145K -2,846 -3%
MCM
334
MidAtlantic Capital Management
Virginia
$4.09M – – –
IWP
335
IAG Wealth Partners
Wisconsin
$4.07M -$104K -2,036 -2%
PWH
336
Priebe Wealth Holdings
Minnesota
$4M -$116K -2,268 -3%
SHJ
337
Sharkey, Howes & Javer
Colorado
$3.96M +$548K +10,735 +16%
TSWM
338
Tyler-Stone Wealth Management
Ohio
$3.91M +$29.5K +578 +0.8%
WC
339
Waterloo Capital
Texas
$3.87M +$1.93M +37,748 +99%
AMM
340
American Money Management
California
$3.85M -$21.8K -427 -0.6%
MW
341
Members Wealth
Pennsylvania
$3.8M +$171K +3,346 +5%
CWM
342
Copia Wealth Management
Oregon
$3.77M +$49.1K +961 +1%
PWM
343
Perigon Wealth Management
California
$3.75M -$271K -5,306 -7%
CAPTRUST Financial Advisors
344
CAPTRUST Financial Advisors
North Carolina
$3.71M -$162K -3,165 -4%
RBWA
345
RFG - Bristol Wealth Advisors
Massachusetts
$3.67M +$317K +6,204 +9%
IA
346
Inspire Advisors
Idaho
$3.65M +$1.29M +25,326 +55%
TDWM
347
Topel & Distasi Wealth Management
California
$3.64M -$1.04M -20,417 -22%
SL
348
Salomon & Ludwin
Virginia
$3.62M +$655K +12,788 +22%
RTL
349
Red Tortoise LLC
Georgia
$3.57M -$159K -3,110 -4%
Citigroup
350
Citigroup
New York
$3.53M +$15.6K +305 +0.4%
12 13
14
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