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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 %
LIA
601
LBMC Investment Advisors
Tennessee
$685K +$2.3K +45 +0.3%
CFS
602
Coordinated Financial Services
Colorado
$679K +$120K +2,353 +22%
LMKC
603
L.M. Kohn & Company
Ohio
$677K -$462K -9,040 -41%
F4L
604
Fortune 45 LLC
Louisiana
$677K -$1.81M -35,358 -73%
MWM
605
MGB Wealth Management
Texas
$674K +$9.31K +183 +1%
EFG
606
Embree Financial Group
Illinois
$669K +$2.04K +40 +0.3%
GAG
607
GM Advisory Group
New York
$669K – – –
CP
608
Castleview Partners
Texas
$668K -$420K -8,229 -39%
MMA
609
Miracle Mile Advisors
California
$666K +$666K +13,034 New
FPCP
610
Fort Point Capital Partners
California
$663K +$6.79K +133 +1%
FWM
611
ForthRight Wealth Management
Georgia
$663K +$102 +2 +0%
SWA
612
Serenus Wealth Advisors
California
$661K +$766 +15 +0.1%
PC
613
Permanens Capital
New York
$653K -$221K -4,329 -25%
MP
614
McDonald Partners
Ohio
$646K -$4.19K -82 -0.6%
4A
615
4Wealth Advisors
Illinois
$643K -$52K -1,019 -7%
KA
616
Kovack Advisors
Florida
$634K +$20.5K +401 +3%
HAG
617
HF Advisory Group
Maryland
$632K -$26.6K -521 -4%
ACA
618
Affinity Capital Advisors
California
$629K +$629K +13,152 New
PB
619
Pinnacle Bancorp
Nebraska
$629K -$41.9K -820 -6%
GC
620
Grimes & Company
Massachusetts
$626K +$4.09K +80 +0.7%
Brown Advisory
621
Brown Advisory
Maryland
$626K -$4.29K -84 -0.7%
CastleKeep Investment Advisors
622
CastleKeep Investment Advisors
Connecticut
$625K +$26.5K +519 +4%
WSWA
623
Warren Street Wealth Advisors
California
$618K -$4.9K -96 -0.8%
PFS
624
Prospect Financial Services
New York
$618K +$195K +3,812 +46%
6F
625
626 Financial
Michigan
$614K – – –
23 24
25
26 27