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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 %
GVCM
1026
Global View Capital Management
Wisconsin
– -$345K -6,774 Closed
PWA
1027
Peterson Wealth Advisors
Utah
– -$325K -6,340 Closed
MCM
1028
Mainstream Capital Management
California
– -$322K -6,294 Closed
OAM
1029
Oppenheimer Asset Management
New York
– -$317K -6,199 Closed
WMWM
1030
Whitaker-Myers Wealth Managers
Ohio
– -$315K -6,164 Closed
ACI
1031
Alpha Cubed Investments
California
– -$264K -5,164 Closed
EMAM
1032
Encompass More Asset Management
California
– -$262K -5,123 Closed
KFS
1033
Kaizen Financial Strategies
California
– -$259K -5,068 Closed
IWA
1034
Invera Wealth Advisors
Oregon
– -$256K -4,862 Closed
BAS
1035
Breakthru Advisory Services
Wisconsin
– -$245K -4,784 Closed
HWMC
1036
Heritage Wealth Management (California)
California
– -$221K -4,326 Closed
MSFS
1037
Main Street Financial Solutions
Pennsylvania
– -$219K -4,287 Closed
1WA
1038
180 Wealth Advisors
Washington
– -$218K -4,270 Closed
SF
1039
Synovus Financial
Georgia
– -$218K -4,268 Closed
AC
1040
Avestar Capital
New York
– -$214K -4,177 Closed
QFA
1041
Quantum Financial Advisors
California
– -$214K -4,175 Closed
Simplex Trading
1042
Simplex Trading
Illinois
– -$212K -4,146 Closed
QCM
1043
QRG Capital Management
Illinois
– -$208K -4,075 Closed
WIA
1044
World Investment Advisors
California
– -$201K -3,925 Closed
AIM
1045
Acropolis Investment Management
Missouri
– -$145K -2,831 Closed
TCG
1046
Transcendent Capital Group
Oklahoma
– -$76.5K -1,496 Closed
VWM
1047
Venturi Wealth Management
Texas
– -$67.7K -1,324 Closed
HI
1048
Human Investing
Oregon
– -$65.6K -1,282 Closed
SAM
1049
Synergy Asset Management
Washington
– -$54K -1,021 Closed
FA
1050
Fedenia Advisers
Wisconsin
– -$41.5K -812 Closed
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43