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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 %
KFGK
376
Keystone Financial Group (Kentucky)
Kentucky
$2.91M -$421K -8,251 -13%
MWC
377
MBM Wealth Consultants
Missouri
$2.88M +$103K +2,012 +4%
WWA
378
WCG Wealth Advisors
Nevada
$2.87M +$28.2K +553 +1%
HSBC Holdings
379
HSBC Holdings
United Kingdom
$2.84M +$2.06M +40,385 +266%
MCC
380
Money Concepts Capital
Florida
$2.83M +$161K +3,156 +6%
BAM
381
Belpointe Asset Management
Nevada
$2.81M +$2.15M +42,155 +326%
FCA
382
Fortis Capital Advisors
Kansas
$2.81M +$2.81M +55,099 New
Bank of Montreal
383
Bank of Montreal
Ontario, Canada
$2.8M +$322K +6,310 +13%
BCG
384
Breakwater Capital Group
New Jersey
$2.77M +$15.2K +298 +0.6%
CWM
385
Cordatus Wealth Management
Pennsylvania
$2.76M -$28.4K -557 -1%
SPIA
386
Steward Partners Investment Advisory
New York
$2.75M -$39.4K -772 -1%
GFPC
387
Global Financial Private Client
Florida
$2.74M -$71.3K -1,396 -3%
VPP
388
Vertex Planning Partners
Illinois
$2.74M -$15.8K -310 -0.6%
SFA
389
Sequoia Financial Advisors
Ohio
$2.73M +$37.3K +730 +1%
SRA
390
Secured Retirement Advisors
Minnesota
$2.73M +$2.73M +53,366 New
LDB
391
Lee, Danner & Bass
Tennessee
$2.69M – – –
SFG
392
Shum Financial Group
California
$2.69M +$58.4K +1,144 +2%
FDCDDQ
393
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.67M +$13.6K +267 +0.5%
CIM
394
Corda Investment Management
Texas
$2.66M +$95.7K +1,873 +4%
SIM
395
Stratos Investment Management
Ohio
$2.66M +$50.4K +986 +2%
BL
396
Balentine LLC
Georgia
$2.66M +$2.66M +52,025 New
FF
397
Friday Financial
Iowa
$2.66M -$2.67K -52 -0.1%
PA
398
PSI Advisors
Florida
$2.65M -$114K -2,239 -4%
TI
399
Tidal Investments
Wisconsin
$2.65M -$356K -6,963 -12%
EWM
400
Empirical Wealth Management
Washington
$2.64M -$15.8K -309 -0.6%
14 15
16
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