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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 %
CPA
951
Cardiff Park Advisors
California
$16.8K – – –
CHC
952
City Holding Co
West Virginia
$15.6K – – –
WTC
953
WhitTier Trust Company
Nevada
$15.4K – – –
CAL
954
Capital Advisors Ltd
Ohio
$14K – – –
CA
955
Crewe Advisors
Utah
$13.7K -$35.8K -701 -72%
AWM
956
Accredited Wealth Management
Kentucky
$13.4K +$51 +1 +0.4%
ANBT
957
American National Bank & Trust
Texas
$13.3K – – –
CTWM
958
Cherry Tree Wealth Management
Minnesota
$13.2K – – –
PAG
959
Paladin Advisory Group
Iowa
$13K – – –
BIG
960
Brooklyn Investment Group
New York
$12.6K +$12.6K +247 New
FHA
961
First Horizon Advisors
Tennessee
$12.2K -$5.78K -113 -32%
WT
962
Washington Trust
Rhode Island
$11.5K – – –
Q1WB
963
Quest 10 Wealth Builders
Virginia
$10.6K -$1.02K -20 -9%
WA
964
WPG Advisers
Maryland
$10.5K +$51 +1 +0.5%
HFS
965
Hughes Financial Services
Virginia
$10.1K +$10.1K +198 New
MFA
966
McClarren Financial Advisors
Pennsylvania
$10K -$29.2K -149 -75%
AW
967
Avion Wealth
Texas
$10K – – –
Deutsche Bank
968
Deutsche Bank
Germany
$9.96K -$27.1K -530 -73%
PSFG
969
Park Square Financial Group
Georgia
$9.24K +$2.81K +55 +44%
BDPWM
970
Barnes Dennig Private Wealth Management
Ohio
$9.24K +$9.24K +181 New
VWA
971
Valued Wealth Advisors
Utah
$8.89K -$10.5K -205 -54%
RCM
972
Raleigh Capital Management
North Carolina
$8.48K – – –
CB
973
CNB Bank
Pennsylvania
$7.87K -$1.99K -39 -20%
CW
974
Curio Wealth
Maryland
$7.82K -$1.19M -152 -99%
HFS
975
Hantz Financial Services
Michigan
$7K +$4.06K +83 +138%
37 38
39
40 41