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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 %
RS
1001
Rakuten Securities
Japan
$51 -$3.11K -61 -98%
PA
1002
Parallel Advisors
California
$51 – – –
SFA
1003
Semmax Financial Advisors
North Carolina
$46 – – –
HHGC
1004
Hunting Hill Global Capital
New York
– -$15.2M -297,605 Closed
YCG
1005
Yeomans Consulting Group
Georgia
– -$14.5M -284,440 Closed
SF
1006
Symphony Financial
Texas
– -$13.6M -259,534 Closed
QC
1007
Quadrature Capital
United Kingdom
– -$7.42M -145,061 Closed
Tudor Investment Corp
1008
Tudor Investment Corp
Connecticut
– -$5.78M -112,941 Closed
WC
1009
Wexford Capital
Florida
– -$4.92M -96,283 Closed
FCMA
1010
Foresight Capital Management Advisors
Michigan
– -$3.25M -63,555 Closed
PPWM
1011
Perissos Private Wealth Management
Oklahoma
– -$1.18M -23,112 Closed
FIA
1012
FNY Investment Advisers
New York
– -$1.18M -23,000 Closed
CRC
1013
Curi RMB Capital
Illinois
– -$1.02M -19,939 Closed
CFGS
1014
Concourse Financial Group Securities
Alabama
– -$797K -15,227 Closed
TSS
1015
Two Sigma Securities
New York
– -$766K -14,982 Closed
PGF
1016
Plan Group Financial
Oklahoma
– -$740K -14,461 Closed
IMC Chicago
1017
IMC Chicago
Illinois
– -$648K -12,665 Closed
FMWA
1018
Forvis Mazars Wealth Advisors
Missouri
– -$509K -9,955 Closed
CJ
1019
Caitlin John
Michigan
– -$472K -9,236 Closed
CAS
1020
Coppell Advisory Solutions
Texas
– -$413K -8,089 Closed
LWM
1021
Liberty Wealth Management
California
– -$400K -7,821 Closed
WWA
1022
Wealth Watch Advisors
Colorado
– -$395K -7,721 Closed
VAG
1023
VisionPoint Advisory Group
Texas
– -$393K -7,718 Closed
FI
1024
FWG Investments
Kentucky
– -$376K -7,357 Closed
TCM
1025
Traynor Capital Management
Pennsylvania
– -$357K -6,983 Closed
39 40
41
42 43