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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 %
Cerity Partners
26
Cerity Partners
New York
$176M +$93.4K +1,828 +0.1%
PAG
27
Private Advisor Group
New Jersey
$174M +$22.9M +448,738 +15%
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$166M +$19.3M +377,377 +13%
Bank of New York Mellon
29
Bank of New York Mellon
New York
$162M -$6.9M -135,139 -4%
TIAA Trust, National Association
30
TIAA Trust, National Association
North Carolina
$150M -$48.5M -949,458 -24%
NAS
31
Nicolet Advisory Services
Wisconsin
$140M -$2.53M -53,672 -2%
CWM
32
Connecticut Wealth Management
Connecticut
$140M +$140M +2,738,188 New
Betterment LLC
33
Betterment LLC
New York
$131M -$7.18M -140,586 -5%
HighTower Advisors
34
HighTower Advisors
Illinois
$126M +$27.8M +544,429 +28%
LFS
35
Lutz Financial Services
Nebraska
$113M -$188K -3,676 -0.2%
AWM
36
AE Wealth Management
Kansas
$109M +$3.89M +76,253 +4%
GKWIM
37
Gerber Kawasaki Wealth & Investment Management
California
$103M +$7.54M +147,713 +8%
OWA
38
Octavia Wealth Advisors
Ohio
$102M +$20.7M +405,056 +25%
FNT
39
First National Trust
Pennsylvania
$100M -$630K -12,342 -0.6%
AWM
40
Angeles Wealth Management
California
$97.9M +$6.77M +132,476 +7%
NEWAS
41
N.E.W. Advisory Services
Wisconsin
$97M +$17.7M +347,494 +22%
Stifel Financial
42
Stifel Financial
Missouri
$93.6M +$41.1M +803,911 +78%
Mariner
43
Mariner
Kansas
$93.1M +$3.73M +72,965 +4%
SQA
44
Simon Quick Advisors
New Jersey
$91.7M -$5.25M -102,873 -5%
MFG
45
Magnus Financial Group
New York
$88.1M +$3.08M +60,344 +4%
ONB
46
Old National Bancorp
Indiana
$86.2M -$1.71M -33,396 -2%
Wells Fargo
47
Wells Fargo
California
$82.5M +$8.57M +167,822 +12%
ACM
48
AlphaStar Capital Management
North Carolina
$78.3M -$5.44M -106,441 -6%
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
$78.2M +$8.05M +157,566 +11%
KW
50
KWB Wealth
California
$77.7M -$3.16M -61,871 -4%
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