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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 %
GC
926
Garde Capital
Washington
$33.5K +$33.5K +655 New
SS
927
Sunbelt Securities
Texas
$32.1K +$51 +1 +0.2%
CWC
928
Carolinas Wealth Consulting
North Carolina
$32K +$51 +1 +0.2%
FAM
929
Flaharty Asset Management
Florida
$31.5K +$31.5K +617 New
PMFA
930
Plante Moran Financial Advisors
Michigan
$30.9K -$13.6K -267 -31%
PPC
931
Park Place Capital
Alabama
$30.5K – – –
Barclays
932
Barclays
United Kingdom
$30K +$30K +580 New
VWA
933
VSM Wealth Advisory
Maryland
$29.5K +$29.5K +578 New
TSMHT
934
Thurston Springer Miller Herd & Titak
Indiana
$29.2K -$20.4K -400 -41%
FDCP
935
Foster Dykema Cabot & Partners
Massachusetts
$29.1K – – –
HT
936
Headlands Technologies
Illinois
$28.7K +$28.7K +562 New
PA
937
Pineridge Advisors
Missouri
$28.3K +$51 +1 +0.2%
BCWM
938
Bartlett & Co Wealth Management
Ohio
$27.8K – – –
AT
939
Arlington Trust
Alabama
$27.3K – – –
OWP
940
ORG Wealth Partners
Texas
$25.3K – – –
OW
941
Olistico Wealth
Oklahoma
$25.1K – – –
EF
942
Elite Financial
Idaho
$25K +$25K +500 New
CFO
943
CVA Family Office
Colorado
$24.5K – – –
SIS
944
Sound Income Strategies
Florida
$23.4K +$14.9K +291 +173%
TIM
945
Tortoise Investment Management
New York
$22K -$46K -900 -68%
HFM
946
Hartford Financial Management
Connecticut
$21.5K – – –
Kayne Anderson Rudnick Investment Management
947
Kayne Anderson Rudnick Investment Management
California
$20.6K – – –
GPFA
948
Game Plan Financial Advisors
Ohio
$19.2K – – –
HDIM
949
Hanson & Doremus Investment Management
Vermont
$18K – – –
FMII
950
Farmers & Merchants Investments Inc
Nebraska
$17.4K – – –
36 37
38
39 40