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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 %
PFGIA
626
Patriot Financial Group Insurance Agency
Massachusetts
$611K +$11.6K +228 +2%
IFPL
627
Investments & Financial Planning LLC
Kentucky
$611K +$37.5K +734 +7%
BFG
628
Beacon Financial Group
Texas
$602K – – –
DE
629
Diversified Enterprises
Delaware
$601K +$23.8K +466 +4%
CFG
630
Copley Financial Group
California
$585K +$37.4K +733 +7%
SCA
631
Snowden Capital Advisors
New York
$582K -$2.09K -41 -0.4%
First Trust Advisors
632
First Trust Advisors
Illinois
$580K -$67.4K -1,319 -10%
VPWA
633
Vestia Personal Wealth Advisors
Indiana
$579K -$40.8K -798 -7%
CF
634
Centaurus Financial
California
$578K -$121K -2,375 -17%
CIA
635
Capital Investment Advisors
Georgia
$575K +$295K +5,770 +105%
NCMW
636
Northern Capital Management (Washington)
Washington
$574K +$574K +11,248 New
CL
637
COWA LLC
Oklahoma
$572K – – –
EAM
638
Empirical Asset Management
Massachusetts
$570K +$81.8K +1,601 +17%
WAG
639
Wallace Advisory Group
California
$569K -$83.6K -1,634 -13%
NS
640
NBC Securities
Alabama
$568K +$567K +11,125 +101,136%
LJAC
641
L.J. Altfest & Co
New York
$564K +$2.09K +41 +0.4%
HA
642
Herold Advisors
New York
$559K +$173K +3,393 +45%
TCM
643
Twin Capital Management
Pennsylvania
$558K +$1.23K +24 +0.2%
PWM
644
PMG Wealth Management
Illinois
$555K +$460 +9 +0.1%
HIP
645
HUB Investment Partners
Texas
$552K +$10.2K +200 +2%
CB
646
Community Bank
New York
$552K -$7.4K -145 -1%
ST
647
Smithfield Trust
Pennsylvania
$540K – – –
VFG
648
Victory Financial Group
Texas
$539K +$15.8K +309 +3%
SEI Investments
649
SEI Investments
Pennsylvania
$538K +$77.5K +1,517 +17%
DA
650
Detalus Advisors
Missouri
$538K -$69.1K -1,354 -11%
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26
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