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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 %
National Bank of Canada
876
National Bank of Canada
Quebec, Canada
$120K +$43.1K +843 +56%
NWMP
877
Noble Wealth Management PBC
Colorado
$119K -$5.87K -115 -5%
MMCM
878
Murphy & Mullick Capital Management
New York
$118K – – –
UFAC
879
Urban Financial Advisory Corp
Illinois
$115K +$11.4K +223 +11%
HWA
880
Heritage Wealth Advisors
Virginia
$112K – – –
BFS
881
Bare Financial Services
Pennsylvania
$102K – – –
TCOV
882
Trust Company of Vermont
Vermont
$97.6K -$6.95K -136 -7%
CMP
883
Coston McIsaac & Partners
Maine
$97K – – –
FFWM
884
Future Financial Wealth Management
Ohio
$83.1K – – –
FWA
885
Flagship Wealth Advisors
Massachusetts
$83K – – –
PIS
886
POM Investment Strategies
North Carolina
$82.7K +$82.7K +1,620 New
MSG
887
Main Street Group
Virginia
$82.7K -$18.2K -357 -18%
CTC
888
Central Trust Company
Missouri
$80.8K +$71.3K +1,396 +747%
PS
889
Pinney & Scofield
Massachusetts
$77.3K – – –
BAM
890
Byrne Asset Management
New Jersey
$77K -$65.3K – –
MAFA
891
MJT & Associates Financial Advisory
Minnesota
$76.9K +$76.9K +1,506 New
NL
892
NVWM LLC
Pennsylvania
$74.6K – – –
AAP
893
Arax Advisory Partners
Colorado
$73.1K +$67.5K +1,322 +1,202%
AWM
894
Abound Wealth Management
Tennessee
$71.9K – – –
CAM
895
Creekmur Asset Management
Illinois
$69.7K +$65.5K +1,283 +1,546%
CWM
896
Crowley Wealth Management
Delaware
$67.5K – – –
TIM
897
Thompson Investment Management
Wisconsin
$65.3K -$52.2K -1,023 -44%
BTI
898
Blue Trust Inc
Georgia
$65.3K – – –
CPG
899
Cornerstone Planning Group
New Jersey
$65K -$2.07K -43 -3%
FM
900
Family Management
New York
$64.7K – – –
34 35
36
37 38