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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 %
FHA
51
Flagship Harbor Advisors
Massachusetts
$75.3M -$6.75M -132,128 -8%
BB
52
Bell Bank
North Dakota
$73.6M +$9.67M +189,346 +15%
Goldman Sachs
53
Goldman Sachs
New York
$72.7M -$332K -6,500 -0.5%
Commonwealth Equity Services
54
Commonwealth Equity Services
Massachusetts
$71.9M +$3.88M +76,051 +6%
MYIA
55
Mount Yale Investment Advisors
Colorado
$69.1M -$709K -13,891 -1%
GLA
56
Good Life Advisors
Pennsylvania
$67.8M +$4.55M +89,021 +7%
MWM
57
Modern Wealth Management
Kansas
$66.7M +$3.34M +65,419 +5%
BEI
58
Benjamin Edwards Inc
Missouri
$65.7M +$33.4M +654,178 +103%
FLPIM
59
F.L. Putnam Investment Management
Massachusetts
$64.9M -$29.6M -580,102 -31%
FWI
60
Facet Wealth Inc
Maryland
$60.8M +$24.7M +499,093 +68%
IWM
61
IHT Wealth Management
Illinois
$60.8M +$16.4M +320,242 +37%
KA
62
Klingman & Associates
New York
$57.8M +$1.73M +33,899 +3%
GWM
63
Geneos Wealth Management
Colorado
$57.8M +$31M +605,984 +116%
Fidelity Investments
64
Fidelity Investments
Massachusetts
$56.5M -$416K -8,148 -0.7%
NB
65
Nicolet Bankshares
Wisconsin
$55.3M +$261K +5,116 +0.5%
Janney Montgomery Scott
66
Janney Montgomery Scott
Pennsylvania
$54.9M -$17.5M -341,909 -24%
EWA
67
ERTS Wealth Advisors
Michigan
$51.8M +$3.19M +62,398 +7%
CA
68
CoreCap Advisors
Michigan
$48.4M +$5.14M +100,694 +12%
Cambridge Investment Research Advisors
69
Cambridge Investment Research Advisors
Iowa
$47.1M +$2.31M +45,295 +5%
Corient Private Wealth
70
Corient Private Wealth
Florida
$46.1M +$15.4M +300,810 +50%
WH
71
Whitcomb & Hess
Ohio
$44.5M +$488K +9,564 +1%
FFS
72
Founders Financial Securities
Maryland
$43.9M -$1.86M -38,056 -4%
NA
73
Nottingham Advisors
New York
$43.1M -$11.9M -232,225 -22%
AI
74
Accredited Investors
Minnesota
$42.2M -$1.03M -20,208 -2%
AF
75
Arrow Financial
New York
$40.6M +$220K +4,301 +0.5%
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