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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 %
DCM
851
Delta Capital Management
New Jersey
$204K – – –
GWS
852
Glassman Wealth Services
Virginia
$196K – – –
CBT
853
Crews Bank & Trust
Florida
$195K – – –
MFT
854
Moisand Fitzgerald Tamayo
Florida
$189K -$2.86K -56 -1%
RIL
855
Rothschild Investment LLC
Illinois
$181K – – –
BLC
856
Brown, Lisle/Cummings
Rhode Island
$176K – – –
LI
857
LRI Investments
Florida
$173K +$173K +3,383 New
TWM
858
Topsail Wealth Management
North Carolina
$167K +$15.3K +300 +10%
HR
859
Howe & Rusling
New York
$166K -$59.7K -1,168 -26%
EWM
860
Evermay Wealth Management
Virginia
$165K – – –
PP
861
PrairieView Partners
Minnesota
$159K -$23.9K -470 -13%
AG
862
AmeriFlex Group
Nevada
$159K +$98.2K +1,923 +162%
SAM
863
Smartleaf Asset Management
Massachusetts
$159K +$135K +2,674 +583%
SS
864
SBI Securities
Japan
$155K -$23.4K -459 -13%
AA
865
Ancora Advisors
Ohio
$154K -$23.8K -466 -13%
POIA
866
Pin Oak Investment Advisors
Texas
$153K – – –
JFGIW
867
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$150K -$32.9K -644 -18%
DWM
868
Darwin Wealth Management
Florida
$147K – – –
ITIM
869
Indiana Trust & Investment Management
Indiana
$147K – – –
CT
870
Colonial Trust
South Carolina
$142K – – –
VBA
871
von Borstel & Associates
Oregon
$141K +$141K +2,769 New
BF
872
BOK Financial
Oklahoma
$138K +$138K +2,710 New
OA
873
Operose Advisors
Wisconsin
$137K -$7.66K -150 -5%
SFG
874
Stonebridge Financial Group
Pennsylvania
$126K -$3.17K -62 -2%
CIR
875
Clear Investment Research
Georgia
$121K +$409 +8 +0.3%
33 34
35
36 37