SPYV icon

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 %
SA
76
Scarborough Advisors
Maryland
$40.5M +$3.97M +77,672 +11%
Envestnet Portfolio Solutions
77
Envestnet Portfolio Solutions
Illinois
$40.3M +$927K +18,249 +2%
CFD
78
Creative Financial Designs
Indiana
$40.3M +$2.05M +40,116 +5%
DWM
79
Diversify Wealth Management
Utah
$39.9M +$8.21M +166,904 +26%
CA
80
CGN Advisors
Kansas
$39.2M +$675K +13,215 +2%
MML Investors Services
81
MML Investors Services
Massachusetts
$38.7M +$3.94M +77,188 +11%
PIA
82
Perennial Investment Advisors
California
$38.6M +$4.23M +82,909 +12%
IWC
83
Integrated Wealth Concepts
Massachusetts
$38.5M +$9.27M +181,588 +32%
BWG
84
Balanced Wealth Group
Ohio
$37.7M -$3.24M -63,537 -8%
CFG
85
Compton Financial Group
Maryland
$37.6M -$12.9M -252,708 -26%
GIA
86
Gladstone Institutional Advisory
Florida
$37M +$5.29M +103,571 +17%
SW
87
SteelPeak Wealth
California
$36.7M +$20.5M +401,472 +127%
CI
88
Constellation Investments
Ohio
$36.4M +$36.4M +712,000 New
WCAMG
89
Woodard & Company Asset Management Group
North Carolina
$35.4M +$624K +12,212 +2%
TVAMP
90
Tennessee Valley Asset Management Partners
Tennessee
$35.3M +$7.04M +137,776 +25%
Creative Planning
91
Creative Planning
Kansas
$35M -$857K -16,781 -2%
Prudential Financial
92
Prudential Financial
New Jersey
$34.9M -$17M -332,595 -33%
Thrivent Financial for Lutherans
93
Thrivent Financial for Lutherans
Minnesota
$33.5M -$749K -13,796 -2%
TFGT
94
TS Financial Group (TSFG)
Illinois
$32.2M +$4.05M +79,223 +14%
CC
95
Courier Capital
New York
$31.2M +$4.78M +93,518 +18%
AWM
96
Avior Wealth Management
Nebraska
$31M +$166K +3,244 +0.5%
KOC
97
Koss-Olinger Consulting
Florida
$30.5M +$1.95M +38,264 +7%
VC
98
Vicus Capital
Pennsylvania
$29.9M -$582K -11,389 -2%
CIM
99
Confluence Investment Management
Missouri
$28.7M +$14.3M +280,465 +100%
EFL
100
ERn Financial LLC
Wisconsin
$28.5M +$799K +15,643 +3%
2 3
4
5 6