SPYV icon

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 %
UAG
401
United Advisor Group
Ohio
$2.64M +$465K +9,101 +21%
WA
402
Wambolt & Associates
Colorado
$2.6M -$139K -2,730 -5%
CGFA
403
Colton Groome Financial Advisors
North Carolina
$2.53M -$684K -13,899 -21%
RIS
404
Retirement Income Solutions
Michigan
$2.53M -$847K -16,578 -25%
RWA
405
Redhawk Wealth Advisors
Minnesota
$2.5M +$36.7K +718 +1%
WANY
406
Wealthspire Advisors (New York)
New York
$2.48M +$67.2K +1,316 +3%
OWA
407
Opal Wealth Advisors
New York
$2.45M +$185K +3,619 +8%
OMC
408
Old Mission Capital
Illinois
$2.44M +$2.44M +47,869 New
RWM
409
Riverchase Wealth Management
Texas
$2.43M -$109K -2,132 -4%
BC
410
Burney Company
Virginia
$2.42M +$15.9K +311 +0.7%
PIFP
411
Partners in Financial Planning
Virginia
$2.41M +$6.49K +127 +0.3%
SW
412
Simplicity Wealth
New Jersey
$2.41M +$2.41M +47,152 New
JSL
413
JT Stratford LLC
Georgia
$2.41M -$17.4K -340 -0.7%
BlackRock
414
BlackRock
New York
$2.4M -$227K -4,453 -9%
FA
415
Faithward Advisors
Pennsylvania
$2.4M +$289K +5,657 +14%
AF
416
Advisornet Financial
Minnesota
$2.38M +$142K +2,775 +6%
1SB
417
1ST Source Bank
Indiana
$2.35M -$15.8K -310 -0.7%
CCMG
418
Clark Capital Management Group
Pennsylvania
$2.32M -$29.4M -575,968 -93%
WFA
419
Wells Financial Advisors
Massachusetts
$2.3M -$20.4K -400 -0.9%
TWP
420
Tower Wealth Partners
Pennsylvania
$2.28M +$17.9K +351 +0.8%
IF
421
Intrua Financial
Texas
$2.26M +$932K +18,242 +70%
FWMP
422
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$2.23M +$85.8K +1,680 +4%
WFP
423
Wrenne Financial Planning
Kentucky
$2.23M -$78.6K -1,539 -3%
WAN
424
Wealth Advisors Northwest
Oregon
$2.21M -$47.7K -934 -2%
SA
425
Sunesis Advisors
Kansas
$2.2M – – –
15 16
17
18 19