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 %
EWA
426
EP Wealth Advisors
California
$2.2M -$534K -10,455 -20%
SIA
427
Schechter Investment Advisors
Michigan
$2.2M +$1.6M +31,274 +267%
AA
428
ArborFi Advisors
Michigan
$2.19M -$63.8K -1,250 -3%
GL
429
Graypoint LLC
New York
$2.16M +$613 +12 +0%
SWM
430
Seaside Wealth Management
California
$2.15M -$19.2K -375 -0.9%
FA
431
FF Advisors
California
$2.15M -$39.3K -795 -2%
CAAM
432
Cornerstone Advisors Asset Management
Pennsylvania
$2.13M +$7.41K +145 +0.3%
WFS
433
WealthGarden F.S.
California
$2.08M +$553K +10,819 +36%
AFP
434
Ausdal Financial Partners
Iowa
$2.08M -$5.16M -101,117 -71%
USCWA
435
U.S. Capital Wealth Advisors
Texas
$2.06M -$130K -2,538 -6%
WWM
436
WJ Wealth Management
Arizona
$2.06M -$248K -4,850 -11%
BA
437
Bristlecone Advisors
Washington
$2M +$357 +7 +0%
MAS
438
MPWM Advisory Solutions
Georgia
$2M -$26.1K -511 -1%
AWP
439
Axis Wealth Partners
Rhode Island
$1.95M +$96.7K +1,894 +5%
TCM
440
Tradewinds Capital Management
Washington
$1.95M +$2.25K +44 +0.1%
FIC
441
FCG Investment Company
Tennessee
$1.91M +$238K +4,656 +14%
IC
442
Innealta Capital
Texas
$1.88M +$679K +13,297 +57%
OBWG
443
Onyx Bridge Wealth Group
New York
$1.84M -$275K -5,376 -13%
AWA
444
Arkadios Wealth Advisors
Georgia
$1.83M +$183K +3,576 +11%
William Blair & Company
445
William Blair & Company
Illinois
$1.83M +$653K +12,777 +56%
WP
446
WealthShield Partners
North Carolina
$1.82M +$43.8K +858 +2%
IA
447
IFP Advisors
Florida
$1.82M +$40.4K +792 +2%
BMD
448
Better Money Decisions
New Mexico
$1.82M -$129K -2,533 -7%
CPIG
449
Chicago Partners Investment Group
Illinois
$1.82M +$66.1K +1,336 +4%
OCM
450
One Capital Management
California
$1.81M -$291K -5,704 -14%
16 17
18
19 20