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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 %
CS
801
Capital Square
Tennessee
$263K +$25.7K +504 +11%
ICMP
802
Integrated Capital Management (Pennsylvania)
Pennsylvania
$263K +$8.94K +175 +4%
S
803
SignatureFD
Georgia
$263K -$50.8K -995 -16%
ATPW
804
Ashton Thomas Private Wealth
Arizona
$263K -$24.3K -476 -8%
CA
805
Cambridge Advisors
Nebraska
$262K – – –
LFA
806
Legacy Financial Advisors
Kentucky
$262K +$262K +5,121 New
BFF
807
Byrne Financial Freedom
Massachusetts
$260K -$10.2K -200 -4%
KeyBank National Association
808
KeyBank National Association
Ohio
$260K -$17.2K -336 -6%
AWM
809
Accurate Wealth Management
Florida
$259K -$40.6K -860 -14%
DSA
810
Droms Strauss Advisors
Missouri
$256K – – –
SEIA
811
Signature Estate & Investment Advisors
California
$254K +$9.14K +179 +4%
CWM
812
Chicago Wealth Management
Illinois
$253K – – –
AWM
813
Ariadne Wealth Management
California
$250K – – –
LWL
814
Leo Wealth LLC
Texas
$248K -$139K -2,730 -36%
NPF
815
Norris Perne & French
Michigan
$248K +$20.6K +403 +9%
SFB
816
STAR Financial Bank
Indiana
$247K – – –
TYCC
817
Texas Yale Capital Corp
Florida
$246K +$40.9K +800 +20%
SFS
818
Stiles Financial Services
Minnesota
$246K +$1.94K +38 +0.8%
SW
819
SMART Wealth
Nebraska
$245K +$13.3K +261 +6%
CIBC World Market
820
CIBC World Market
Ontario, Canada
$243K +$12.8K +250 +6%
TWP
821
Triad Wealth Partners
Kansas
$242K +$242K +4,734 New
FFW
822
Fusion Family Wealth
New York
$240K – – –
VR
823
Valued Retirements
Texas
$237K – – –
JWA
824
JFS Wealth Advisors
Pennsylvania
$236K +$92.7K +1,815 +65%
GA
825
Goldstein Advisors
Wisconsin
$233K – – –
31 32
33
34 35