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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 %
MWM
726
McMill Wealth Management
Nebraska
$360K – – –
TI
727
Truepoint Inc
Ohio
$359K -$37.2K -728 -9%
MAG
728
Mayfair Advisory Group
Alabama
$358K – – –
Vanguard Group
729
Vanguard Group
Pennsylvania
$358K +$61.3K +1,200 +21%
WAS
730
Wealth Advisory Solutions
Indiana
$355K +$9.81K +192 +3%
MSF
731
Mustard Seed Financial
Arkansas
$355K +$1.74K +34 +0.5%
GAM
732
Grandview Asset Management
Pennsylvania
$348K +$9.03K +177 +3%
GFG
733
Greystone Financial Group
Michigan
$347K +$868 +17 +0.3%
GWMR
734
GC Wealth Management RIA
Massachusetts
$345K – – –
RWPA
735
Richard W. Paul & Associates
Michigan
$344K -$12.4K -242 -3%
HNB
736
Huntington National Bank
Ohio
$344K -$563K – –
EP
737
Edgestream Partners
New Jersey
$343K +$343K +6,726 New
TPWM
738
Twelve Points Wealth Management
Massachusetts
$341K -$3.88K -76 -1%
KCM
739
KM Capital Management
Texas
$337K +$78.5K +1,537 +30%
RIA
740
Realta Investment Advisors
Delaware
$337K +$77.5K +1,517 +30%
AFG
741
Atomi Financial Group
New York
$336K -$3.42K -67 -1%
MCCP
742
Mission Creek Capital Partners
California
$335K +$42.1K +824 +14%
CA
743
Continuum Advisory
Idaho
$335K +$30.8K +603 +10%
MWM
744
Mascagni Wealth Management
Mississippi
$334K – – –
WGCA
745
Wolf Group Capital Advisors
Virginia
$333K -$150K -2,940 -31%
BC
746
Brio Consultants
California
$333K +$82.4K +1,614 +33%
VF
747
Vawter Financial
Ohio
$333K -$4.6K -90 -1%
CL
748
Choreo LLC
Illinois
$330K +$2.86K +56 +0.9%
KIM
749
Kestra Investment Management
Texas
$329K +$14.8K +290 +5%
CA
750
Clearstead Advisors
Ohio
$329K +$3.98K +78 +1%
28 29
30
31 32