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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 %
ADL
901
Asset Dedication LLC
California
$61.9K – – –
Russell Investments Group
902
Russell Investments Group
United Kingdom
$61.7K +$51K +998 +475%
OIA
903
Optimum Investment Advisors
Illinois
$61.3K – – –
NB
904
NBT Bank
New York
$59.7K -$86.7K -1,698 -59%
FFC
905
First Financial Corp
Indiana
$59.1K – – –
BA
906
Ballast Advisors
Minnesota
$58.5K -$29.1K -569 -33%
ACA
907
Atlas Capital Advisors
Wyoming
$55.9K – – –
MSWA
908
Marshall & Sterling Wealth Advisors
New York
$55.1K +$55.1K +1,079 New
NFSG
909
Newbridge Financial Services Group
Florida
$54.5K -$11K -215 -17%
WIM
910
Westside Investment Management
California
$53.3K -$3.01K -59 -5%
T
911
Transce3nd
Texas
$51.7K – – –
QCG
912
Quadrant Capital Group
Ohio
$51.1K – – –
AIC
913
Archer Investment Corporation
Indiana
$51.1K – – –
GWSA
914
Global Wealth Strategies & Associates
Colorado
$50.8K +$50.8K +995 New
PFM
915
Phillips Financial Management
Indiana
$49.7K – – –
BCMLT
916
Beacon Capital Management LLC (Tennessee)
Tennessee
$46.4K +$45.8K +896 +7,467%
SC
917
Steph & Co
Wisconsin
$45.2K – – –
MPWT
918
MassMutual Private Wealth & Trust
Connecticut
$41K -$3.17K -62 -7%
PFBT
919
Parkside Financial Bank & Trust
Missouri
$38.3K +$23.9K +468 +167%
FIM
920
FWL Investment Management
Texas
$37.5K – – –
NSIM
921
North Star Investment Management
Illinois
$35.6K +$102 +2 +0.3%
LC
922
Lindbrook Capital
California
$35.5K – – –
WTFG
923
Wood Tarver Financial Group
Idaho
$35.5K – – –
LWMI
924
Legacy Wealth Management (Idaho)
Idaho
$35.1K – – –
SSB
925
Sandy Spring Bank
Maryland
$34.8K +$102 +2 +0.3%
35 36
37
38 39