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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 %
SG
776
Sharper & Granite
California
$290K -$2.55K -50 -0.9%
WIM
777
WealthPlan Investment Management
Nebraska
$290K -$11.1K -217 -4%
DAS
778
Dynamic Advisor Solutions
Arizona
$289K -$25.8K -506 -8%
GCP
779
Gill Capital Partners
Colorado
$287K – – –
SWM
780
SFG Wealth Management
Maryland
$287K -$1.23K -24 -0.4%
CB
781
Chris Bulman
California
$285K -$6.28K -123 -2%
RSWM
782
Robertson Stephens Wealth Management
California
$284K -$150K -2,929 -34%
PCA
783
Prosperity Capital Advisors
Ohio
$284K -$5.87K -115 -2%
ICP
784
Interchange Capital Partners
Pennsylvania
$281K – – –
WWP
785
Wise Wealth Partners
Arizona
$280K -$766 -15 -0.3%
AWM
786
Accel Wealth Management
Iowa
$280K -$60K -1,175 -18%
AWM
787
Apollon Wealth Management
South Carolina
$275K -$25.4K -497 -8%
BPA
788
Beacon Pointe Advisors
California
$274K +$14.7K +287 +6%
SIC
789
Sterling Investment Counsel
New York
$273K +$273K +5,354 New
DC
790
Davenport & Co
Virginia
$272K +$1.99K +39 +0.7%
SFM
791
Stack Financial Management
Montana
$271K -$17.6K -344 -6%
T
792
Tidemark
California
$270K +$153 +3 +0.1%
CWP
793
Concord Wealth Partners
Virginia
$268K -$21.4K -419 -7%
ES
794
ETF Store
Kansas
$268K +$6.95K +136 +3%
CFP
795
Cascade Financial Partners
California
$267K +$267K +5,228 New
PWA
796
Provenance Wealth Advisors
Florida
$266K – – –
EFG
797
Erickson Financial Group
Pennsylvania
$265K – – –
RWM
798
Rockwood Wealth Management
Pennsylvania
$264K +$41.8K +819 +19%
TP
799
Tranquility Partners
Tennessee
$264K -$15.5K -303 -6%
GFA
800
Gallagher Fiduciary Advisors
Illinois
$263K +$263K +5,159 New
30 31
32
33 34