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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 %
CI
351
Cavalier Investments
Georgia
$3.53M +$3.53M +69,200 New
JWCA
352
J.W. Cole Advisors
Florida
$3.52M -$1.91M -37,359 -35%
WCM
353
WealthTrak Capital Management
Virginia
$3.44M +$783K +15,332 +29%
KFP
354
Keener Financial Planning
Texas
$3.44M -$309K -6,046 -8%
MAMG
355
Milestone Asset Management Group
Connecticut
$3.43M +$307K +6,018 +10%
Comerica Bank
356
Comerica Bank
Texas
$3.42M +$541K +10,597 +19%
AQR Capital Management
357
AQR Capital Management
Connecticut
$3.36M +$409K +8,012 +14%
JFG
358
JDM Financial Group
Texas
$3.36M -$23.7K -464 -0.7%
ITB
359
Idaho Trust Bank
Idaho
$3.34M +$3.34M +65,395 New
TCWM
360
Total Clarity Wealth Management
Illinois
$3.34M – – –
GEA
361
Glen Eagle Advisors
New Jersey
$3.33M -$39.6K -776 -1%
CWM
362
Cornerstone Wealth Management
Missouri
$3.32M +$187K +3,662 +6%
US Bancorp
363
US Bancorp
Minnesota
$3.25M +$303K +5,935 +10%
YWM
364
Yukon Wealth Management
Kansas
$3.24M +$3.24M +63,475 New
PA
365
Prism Advisors
California
$3.21M -$16.2M -316,621 -83%
AIS
366
American Investment Services
Massachusetts
$3.2M – – –
PFS
367
Prospera Financial Services
Texas
$3.16M -$147K -2,881 -4%
BMWS
368
Brady Martz Wealth Solutions
North Dakota
$3.13M +$116K +2,266 +4%
QCM
369
Quantinno Capital Management
New York
$3.09M +$2.14M +41,851 +225%
IJWM
370
Inman Jager Wealth Management
Mississippi
$3.05M +$746K +14,603 +32%
RMAM
371
Raab & Moskowitz Asset Management
New Jersey
$3M -$294K -5,765 -9%
CAC
372
Certified Advisory Corp
Florida
$2.99M -$218K -4,270 -7%
CSPIA
373
Cary Street Partners Investment Advisory
Virginia
$2.98M +$68.5K +1,341 +2%
SP
374
Stonebrook Private
Michigan
$2.96M +$2.73M +53,475 +1,177%
VW
375
Vance Wealth
California
$2.94M -$233K -4,555 -7%
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