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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 %
IFA
501
Index Fund Advisors
California
$1.4M -$219K -4,296 -14%
FPW
502
Flagship Private Wealth
Massachusetts
$1.39M -$37.8K -741 -3%
MSWM
503
McGlone Suttner Wealth Management
Wisconsin
$1.39M +$1.39M +27,245 New
TRCT
504
Tower Research Capital (TRC)
New York
$1.38M +$1.38M +27,084 +142,547%
LSWP
505
Liberty Square Wealth Partners
Pennsylvania
$1.38M – – –
RIM
506
Redwood Investment Management
Arizona
$1.38M -$24.7M -484,233 -95%
M
507
MATAURO
New York
$1.37M +$150K +2,945 +12%
FCP
508
Fidelis Capital Partners
Florida
$1.36M +$75.3K +1,544 +6%
GF
509
GGM Financials
Ohio
$1.33M +$8.78K +172 +0.7%
IWS
510
Integrity Wealth Solutions
Colorado
$1.29M +$42.6K +835 +3%
RW
511
REDW Wealth
New Mexico
$1.26M +$51 +1 +0%
SFC
512
Strategic Financial Concepts
Texas
$1.24M -$26K -509 -2%
CWMGP
513
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$1.23M -$482K -9,434 -28%
OAS
514
Optivise Advisory Services
Tennessee
$1.22M -$199K -3,891 -14%
OIA
515
OneDigital Investment Advisors
Kansas
$1.21M -$819K -16,034 -40%
FMTCOCP
516
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$1.2M +$417K +8,158 +53%
CAM
517
Cresset Asset Management
Illinois
$1.2M -$79.8K -1,562 -6%
CIAS
518
Capital Investment Advisory Services
North Carolina
$1.18M +$78.2K +1,531 +7%
DPI
519
Diversified Portfolios Inc
Michigan
$1.18M -$143K -2,800 -11%
RSF
520
Rik Saylor Financial
Ohio
$1.17M +$18.8K +369 +2%
CI
521
Ceera Investments
Texas
$1.16M +$923K +18,070 +389%
HWM
522
Howard Wealth Management
Connecticut
$1.16M -$1.12K -22 -0.1%
EI
523
Ellevest Inc
New York
$1.14M -$1.01M -19,759 -47%
TCA
524
Transcend Capital Advisors
New Jersey
$1.13M +$156K +3,047 +16%
VCA
525
Verdence Capital Advisors
Maryland
$1.13M -$21.3K -417 -2%
19 20
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