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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 %
PWP
826
Principle Wealth Partners
Connecticut
$232K -$5.82K -114 -2%
GFG
827
Grantvest Financial Group
New Jersey
$230K +$230K +4,507 New
CAM
828
Costello Asset Management
Pennsylvania
$230K +$102 +2 +0%
APWA
829
Atlas Private Wealth Advisors
New Jersey
$230K -$18.3K -359 -7%
AC
830
Apella Capital
Connecticut
$226K -$529K -10,918 -70%
NCM
831
Northwest Capital Management
Oregon
$224K +$2.04K +40 +0.9%
TCA
832
Trifecta Capital Advisors
Illinois
$223K – – –
VNA
833
Valley National Advisers
Pennsylvania
$222K – – –
IAS
834
Insigneo Advisory Services
Florida
$221K +$3.17K +62 +1%
LA
835
LexAurum Advisors
Kansas
$221K +$9.45K +185 +4%
WCFA
836
Walkner Condon Financial Advisors
Wisconsin
$220K +$10.3K +201 +5%
AWAG
837
ARS Wealth Advisors Group
Florida
$218K +$218K +4,276 New
HCMG
838
Howard Capital Management Group
California
$218K – – –
MIM
839
Marshall Investment Management
Colorado
$218K -$7.8M -152,727 -97%
DCM
840
Donaldson Capital Management
Indiana
$217K -$3.73K -73 -2%
CIA
841
Choate Investment Advisors
Massachusetts
$215K – – –
FWM
842
Forza Wealth Management
Florida
$213K – – –
ZI
843
ZEGA Investments
Florida
$209K -$2.4K -47 -1%
SBIA
844
Sheaff Brock Investment Advisors
Indiana
$209K +$209K +4,094 New
SLC
845
Second Line Capital
Louisiana
$208K +$208K +4,079 New
VC
846
Veracity Capital
Georgia
$208K -$6.54K -128 -3%
AP
847
Atwood & Palmer
Missouri
$208K – – –
VIM
848
Vista Investment Management
Pennsylvania
$206K -$3.01K -59 -1%
WAS
849
Winch Advisory Services
Wisconsin
$206K -$30.4K -596 -13%
HFS
850
Hopwood Financial Services
Virginia
$205K – – –
32 33
34
35 36