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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 %
Northern Trust
101
Northern Trust
Illinois
$28.4M +$59.7K +1,169 +0.2%
SFM
102
Signet Financial Management
New Jersey
$27.9M -$4.29M -84,092 -13%
BOPW
103
Brandywine Oak Private Wealth
Pennsylvania
$27.9M +$1.03M +20,141 +4%
IWA
104
Inspirion Wealth Advisors
Illinois
$27.9M -$1.01M -19,702 -3%
RA
105
Riversedge Advisors
Delaware
$27.7M -$95.7K -1,874 -0.3%
MA
106
MONECO Advisors
Connecticut
$27.7M +$4.44M +87,036 +19%
JCM
107
Jacobi Capital Management
Pennsylvania
$27.4M +$27M +527,731 +6,212%
WWM
108
Western Wealth Management
Colorado
$27.4M +$1.69M +32,996 +7%
CWA
109
Choice Wealth Advisors
Maine
$27.3M +$108K +2,113 +0.4%
MWPCG
110
Measured Wealth Private Client Group
New Hampshire
$27M +$425K +8,328 +2%
BW
111
BIP Wealth
Georgia
$26.8M -$2.34M -45,894 -8%
CF
112
Convergence Financial
Missouri
$26.4M -$4.65M -91,035 -15%
Mercer Global Advisors
113
Mercer Global Advisors
Colorado
$26.4M +$177K +3,475 +0.7%
WA
114
Waverly Advisors
Alabama
$26.3M +$1.14M +22,331 +5%
GVAG
115
Great Valley Advisor Group
Delaware
$26.3M -$3.36M -65,781 -11%
NA
116
NewEdge Advisors
Louisiana
$26.3M +$4.85M +94,996 +23%
APP
117
Avantax Planning Partners
Iowa
$26M +$2.9M +56,855 +13%
HSWS
118
Higgins & Schmidt Wealth Strategies
Colorado
$25.7M +$1.02M +19,962 +4%
RA
119
Rodgers & Associates
Pennsylvania
$24.7M +$442K +8,658 +2%
SAW
120
Signal Advisors Wealth
Michigan
$24.4M +$14.4M +282,612 +144%
FWM
121
Foguth Wealth Management
Michigan
$24.3M +$13.7M +268,060 +129%
AWA
122
Alta Wealth Advisors
Massachusetts
$23.9M +$794K +15,539 +3%
PWPS
123
Pinnacle Wealth Planning Services
Ohio
$23.6M +$651K +12,756 +3%
HG
124
Harbor Group
New Hampshire
$23.4M +$718K +14,068 +3%
DWM
125
Dakota Wealth Management
Florida
$23.3M -$1.69M -33,027 -7%
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