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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 %
LFAS
576
Level Four Advisory Services
Texas
$777K -$52.3K -1,024 -6%
MAWCM
577
Mine & Arao Wealth Creation & Management
California
$776K -$3.78K -74 -0.5%
FI
578
Financial Insights
Washington
$774K +$27.3K +535 +4%
HAM
579
Hickory Asset Management
Ohio
$772K +$5.92K +116 +0.8%
TWP
580
Tempus Wealth Planning
California
$772K – – –
WA
581
Wealthstream Advisors
New York
$763K +$1.28K +25 +0.2%
BWL
582
Bogart Wealth LLC
Virginia
$755K -$1.07K -21 -0.1%
ACM
583
Advance Capital Management
Michigan
$755K +$306 +6 +0%
AC
584
AWM Capital
Arizona
$747K +$2.55K +50 +0.3%
PI
585
PFG Investments
New York
$747K -$1.53K -30 -0.2%
CBA
586
Coastal Bridge Advisors
Connecticut
$747K +$747K +14,618 New
LWM
587
LeConte Wealth Management
Tennessee
$744K +$744K +14,577 New
WAM
588
Wallington Asset Management
Indiana
$743K -$29.4K -575 -4%
HCC
589
Hirtle Callaghan & Co
Pennsylvania
$741K -$13K -255 -2%
BWM
590
BCGM Wealth Management
Indiana
$740K -$7.71K -151 -1%
Pathstone Holdings
591
Pathstone Holdings
New Jersey
$724K -$20.4K -399 -3%
SAG
592
SageView Advisory Group
California
$721K -$1.79K -35 -0.2%
KCP
593
Kera Capital Partners
California
$714K +$22.7K +444 +3%
FFA
594
Frazier Financial Advisors
Ohio
$712K +$25.5K +500 +4%
GSC
595
Ground Swell Capital
South Carolina
$710K +$710K +13,907 New
GJIA
596
Glass Jacobson Investment Advisors
Maryland
$702K – – –
AO
597
Advisor OS
Illinois
$701K +$179K +3,503 +34%
LF
598
Lantz Financial
Illinois
$698K +$1.12K +22 +0.2%
SL
599
SWMG LLC
Texas
$691K +$326K +6,678 +89%
STA
600
Summit Trail Advisors
New York
$690K -$132K -2,583 -16%
22 23
24
25 26