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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 %
MCM
526
MAI Capital Management
Ohio
$1.13M +$4.7K +92 +0.4%
TW
527
Towerpoint Wealth
California
$1.12M -$7.3K -143 -0.6%
RFP
528
Root Financial Partners
California
$1.12M +$94.8K +1,857 +9%
SPC
529
Sigma Planning Corp
Michigan
$1.11M -$1.46M -28,550 -57%
LSA
530
Lansing Street Advisors
Pennsylvania
$1.09M -$3.17K -62 -0.3%
CFB
531
Cullen/Frost Bankers
Texas
$1.08M -$257K -5,028 -19%
ASN
532
Advisory Services Network
Georgia
$1.07M +$89.3K +1,748 +9%
SPWM
533
Schrum Private Wealth Management
Florida
$1.06M -$85.4K -1,672 -7%
CA
534
Centerpoint Advisors
Massachusetts
$1.05M – – –
ACM
535
Advisors Capital Management
New Jersey
$1.05M +$101K +1,978 +11%
TFA
536
Tobias Financial Advisors
Florida
$1.03M -$8.68K -170 -0.8%
GT
537
Greenleaf Trust
Michigan
$1.02M – – –
SC
538
Syon Capital
California
$1.01M +$1.01M +19,872 New
IAN
539
Integrated Advisors Network
Texas
$1.01M -$26.5K -519 -3%
CAG
540
Csenge Advisory Group
Florida
$990K +$611K +12,848 +161%
ATC
541
Argent Trust Co
Tennessee
$974K +$56.2K +1,100 +6%
WPC
542
White Pine Capital
Minnesota
$968K +$86.3K +1,690 +10%
Kovitz Investment Group Partners
543
Kovitz Investment Group Partners
Illinois
$960K +$960K +18,789 New
OCBCO
544
Oversea-Chinese Banking Corp (OCBC)
Singapore
$958K -$7.04M -137,865 -88%
SCM
545
Spring Capital Management
Texas
$944K +$944K +18,490 New
MGIA
546
Moneta Group Investment Advisors
Missouri
$934K +$541K +10,595 +138%
RFC
547
Regions Financial Corp
Alabama
$933K +$7.71K +151 +0.8%
SAI
548
Savvy Advisors Inc
New York
$933K +$172K +3,373 +23%
WPW
549
Waldron Private Wealth
Pennsylvania
$915K – – –
CWG
550
Cornerstone Wealth Group
North Carolina
$902K +$691K +13,534 +328%
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