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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 %
LTL
551
Lowery Thomas LLC
California
$901K -$140K -2,739 -13%
GSIAS
552
Garden State Investment Advisory Services
New Jersey
$898K -$24.3K -476 -3%
BWMG
553
Barnes Wealth Management Group
California
$886K -$83.2K -1,629 -9%
BTWM
554
Baker Tilly Wealth Management
Wisconsin
$886K -$32.4K -635 -4%
FDW
555
Fourth Dimension Wealth
Ohio
$884K +$72.5K +1,420 +9%
PS
556
Principal Securities
Iowa
$880K – – –
MA
557
MKT Advisors
California
$873K +$292K +6,373 +50%
SFS
558
Sowell Financial Services
Arkansas
$863K -$176K -3,453 -17%
MW
559
Maia Wealth
Colorado
$861K -$35.6K -736 -4%
MAG
560
M3 Advisory Group
Massachusetts
$849K +$8.99K +176 +1%
WP
561
WealthPLAN Partners
Nebraska
$845K +$187K +3,653 +28%
MIAS
562
Mason Investment Advisory Services
Virginia
$844K +$970 +19 +0.1%
CW
563
CreativeOne Wealth
Kansas
$835K +$479K +9,388 +135%
DWM
564
Drive Wealth Management
Utah
$831K -$62.3K -1,220 -7%
KWA
565
Kingswood Wealth Advisors
California
$830K -$203K -3,966 -20%
HC
566
Hurley Capital
New York
$827K – – –
SAM
567
Sequent Asset Management
Texas
$822K -$178K -3,495 -18%
RWM
568
RKL Wealth Management
Pennsylvania
$819K +$130K +2,551 +19%
LBC
569
Lowe Brockenbrough & Co
Virginia
$818K -$9.65K -189 -1%
SP
570
Sequent Planning
Nebraska
$818K +$23.3K +456 +3%
HC
571
Headland Capital
South Carolina
$815K +$1.74K +34 +0.2%
CCWM
572
Cassaday & Co Wealth Management
Virginia
$810K +$14.1K +277 +2%
AC
573
AIFG Consultants
New York
$803K -$22.1K -433 -3%
IF
574
Ironwood Financial
Arizona
$797K +$14.6K +285 +2%
CRI
575
Colonial River Investments
Virginia
$795K +$73.8K +1,445 +10%
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