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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 %
RWA
976
Redmont Wealth Advisors
Illinois
$6.89K +$6.89K +135 New
EB
977
Eastern Bank
Massachusetts
$6.13K – – –
ACM
978
Anfield Capital Management
California
$6.03K – – –
BBHC
979
Brown Brothers Harriman & Co
New York
$4.85K – – –
TWC
980
TD Waterhouse Canada
Ontario, Canada
$4.37K +$4.37K +86 New
VCM
981
Versant Capital Management
Arizona
$4.29K – – –
SWC
982
Spectrum Wealth Counsel
Indiana
$4.09K – – –
SIC
983
SJS Investment Consulting
Ohio
$3.88K – – –
SHIM
984
Stone House Investment Management
Pennsylvania
$3.07K +$3.07K +60 New
EWA
985
EverSource Wealth Advisors
Alabama
$2.71K +$766 +15 +39%
LAMC
986
Longview Asset Management (California)
California
$2.55K – – –
SAS
987
Spurstone Advisory Services
Connecticut
$2.04K +$2.04K +40 New
HB
988
Horizon Bancorp
Indiana
$2K – – –
BMC
989
Bear Mountain Capital
Washington
$1.91K +$1.91K +39 New
CAWM
990
Capital A Wealth Management
Pennsylvania
$1.84K -$971 -19 -35%
KWM
991
Kiker Wealth Management
Georgia
$1.79K – – –
RDFA
992
Ritter Daniher Financial Advisory
Ohio
$1.74K – – –
LCM
993
Logan Capital Management
Pennsylvania
$1.58K – – –
BIM
994
Breakwater Investment Management
Washington
$1.33K – – –
BL
995
BFSG LLC
California
$1.07K -$971 -19 -48%
RWM
996
Rialto Wealth Management
New York
$818 -$2.25K -44 -73%
SIC
997
Salem Investment Counselors
North Carolina
$664 -$35.2K -689 -98%
TF
998
Tompkins Financial
New York
$562 -$102 -2 -15%
FCMT
999
Founders Capital Management (Texas)
Texas
$215 – – –
DFA
1000
DHJJ Financial Advisors
Illinois
$158 – – –
38 39
40
41 42