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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 %
FGA
651
Fortis Group Advisors
New Jersey
$537K +$29.5K +578 +6%
JCIA
652
Jackson Creek Investment Advisors
Colorado
$533K +$14K +274 +3%
HAS
653
HBW Advisory Services
California
$532K +$78.2K +1,532 +17%
CPRC
654
Consolidated Portfolio Review Corp
New York
$530K +$14.5K +284 +3%
SB
655
Strategic Blueprint
Georgia
$518K +$59K +1,156 +13%
CS
656
Crescent Sterling
Louisiana
$516K -$5.11K -100 -1%
CG
657
Caprock Group
Idaho
$510K +$220K +4,307 +76%
HF
658
HRT Financial
New York
$496K +$496K +9,721 New
AWA
659
Arbor Wealth Advisors
Michigan
$493K – – –
CIC
660
Carnegie Investment Counsel
Ohio
$493K – – –
Two Sigma Investments
661
Two Sigma Investments
New York
$490K -$4.55M -89,000 -90%
IWB
662
Innovative Wealth Building
Maryland
$489K -$170K -3,324 -26%
FFG
663
Frisch Financial Group
New York
$484K -$28K -548 -5%
TFG
664
Tilson Financial Group
New Jersey
$479K -$12.5K -244 -3%
DC
665
Darrow Company
Massachusetts
$478K +$1.16K +23 +0.2%
EFG
666
Everhart Financial Group
Ohio
$472K +$472K +9,243 New
LFA
667
LGT Financial Advisors
Texas
$465K +$152K +2,973 +48%
FF
668
Fortitude Financial
Washington
$465K – – –
TFS
669
Thoroughbred Financial Services
Tennessee
$464K -$15.1K -296 -3%
IP
670
Investment Partners
Ohio
$460K – – –
NW
671
NewEdge Wealth
Pennsylvania
$454K +$51 +1 +0%
SMA
672
Sage Mountain Advisors
Georgia
$452K – – –
MW
673
MBL Wealth
North Carolina
$451K – – –
DW30
674
Drucker Wealth 3.0
New Jersey
$450K +$158K +3,088 +54%
Fisher Asset Management
675
Fisher Asset Management
Washington
$448K -$653K -12,784 -59%
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