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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 %
TWM
676
Trueblood Wealth Management
Ohio
$445K -$1.84K -36 -0.4%
ST
677
Somerset Trust
Pennsylvania
$445K +$9.96K +195 +2%
BBPWM
678
Blue Bell Private Wealth Management
Pennsylvania
$441K +$4.55K +89 +1%
OC
679
Oarsman Capital
Wisconsin
$439K -$1.48K -29 -0.3%
KIA
680
Kraematon Investment Advisors
Massachusetts
$438K -$15.7K -308 -3%
RF
681
Rossby Financial
Florida
$436K +$436K +8,929 New
TNBTD
682
Trustmark National Bank Trust Department
Mississippi
$433K – – –
BA
683
Bluesphere Advisors
Pennsylvania
$432K – – –
BBNA
684
Bremer Bank National Association
Minnesota
$432K +$5.52K +108 +1%
Qube Research & Technologies (QRT)
685
Qube Research & Technologies (QRT)
United Kingdom
$429K -$87.7K -1,717 -17%
AW
686
Alteri Wealth
California
$426K +$137K +2,683 +47%
PFA
687
Portland Financial Advisors
New York
$423K – – –
BI
688
Ballast Inc
Kentucky
$422K +$13.2K +258 +3%
CFS
689
Compass Financial Services
Iowa
$420K +$42K +823 +11%
DFG
690
Dynamic Financial Group
Iowa
$419K +$76.8K +1,504 +22%
AWA
691
Acorn Wealth Advisors
Michigan
$419K – – –
EWA
692
Exencial Wealth Advisors
Oklahoma
$418K -$11.2K -220 -3%
BFS
693
BridgePort Financial Solutions
Iowa
$413K +$1.33K +26 +0.3%
FFBTD
694
First Financial Bank - Trust Division
Ohio
$411K – – –
RPC
695
Rossmore Private Capital
Connecticut
$411K – – –
CCA
696
Clarity Capital Advisors
Florida
$410K – – –
LIA
697
Lynx Investment Advisory
District of Columbia
$403K +$1.38K +27 +0.3%
PWP
698
PrairieView Wealth Partners
Illinois
$402K +$26.1K +512 +7%
FNBT
699
FineMark National Bank & Trust
Florida
$401K +$198K +3,885 +98%
OC
700
Oppenheimer & Co
New York
$399K -$4.22M -82,595 -91%
26 27
28
29 30