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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 %
NG
451
Norden Group
Utah
$1.8M +$44.9K +879 +3%
PA
452
PFG Advisors
Arizona
$1.78M -$379K -7,415 -18%
EA
453
Eclectic Associates
California
$1.77M -$21.2K -416 -1%
RFN
454
RDA Financial Network
Iowa
$1.76M -$54K -1,058 -3%
LWANC
455
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.76M +$4.95K +97 +0.3%
GAM
456
Gotham Asset Management
New York
$1.75M +$37.9K +743 +2%
Janus Henderson Group
457
Janus Henderson Group
United Kingdom
$1.74M -$25.2K -497 -1%
PCS
458
Private Client Services
Kentucky
$1.71M +$457K +8,943 +37%
RZH
459
Relyea Zuckerberg Hanson
Connecticut
$1.69M +$3.68K +72 +0.2%
CA
460
Calton & Associates
Florida
$1.68M +$608K +11,911 +57%
Susquehanna International Group
461
Susquehanna International Group
Pennsylvania
$1.67M -$1.65M -32,223 -50%
EGA
462
E&G Advisors
Texas
$1.67M +$15.4K +301 +0.9%
RSA
463
River Street Advisors
Illinois
$1.67M +$15.8K +310 +1%
LA
464
Lifeworks Advisors
Michigan
$1.64M -$22.6K -443 -1%
WFS
465
Weitzel Financial Services
Iowa
$1.64M +$7.17K +146 +0.4%
SIAS
466
Summit Investment Advisory Services
Minnesota
$1.63M -$21.7K -424 -1%
OFS
467
OneAscent Financial Services
Alabama
$1.62M +$209K +4,097 +15%
AA
468
Altman Advisors
Illinois
$1.62M +$524K +42,047 +48%
SWMG
469
Sanchez Wealth Management Group
Florida
$1.62M -$424K -8,304 -21%
AWAU
470
Alliance Wealth Advisors (Utah)
Utah
$1.61M +$79.7K +1,560 +5%
BAG
471
Bridgewealth Advisory Group
California
$1.61M -$87.5K -1,714 -5%
MWM
472
Marion Wealth Management
Pennsylvania
$1.59M +$868 +17 +0.1%
SIA
473
Summit Investment Advisors
Maryland
$1.59M +$3.98K +81 +0.3%
PNC Financial Services Group
474
PNC Financial Services Group
Pennsylvania
$1.57M -$9.4K -184 -0.6%
CAL
475
Capital Analysts LLC
Pennsylvania
$1.57M +$215K +4,210 +16%
17 18
19
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