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 %
RPGK
151
Retirement Planning Group (Kansas)
Kansas
$18M -$679K -13,301 -4%
TFA
152
TPG Financial Advisors
Oregon
$18M -$945K -18,495 -5%
JSW
153
Journey Strategic Wealth
New Jersey
$17.9M +$2.75M +53,896 +18%
GAG
154
Goodman Advisory Group
Massachusetts
$17.8M +$448K +8,777 +3%
NL
155
Navalign LLC
California
$17.7M +$152K +2,983 +0.9%
WCM
156
Windsor Capital Management
Arizona
$17.4M -$3.67M -71,817 -17%
FHC
157
First Heartland Consultants
Missouri
$17.1M +$268K +5,252 +2%
SWP
158
Stratos Wealth Partners
Ohio
$17.1M +$382K +7,487 +2%
FA
159
Freestate Advisors
Kansas
$17M -$917K -17,948 -5%
HBT
160
Hills Bank & Trust
Iowa
$16.6M +$4.38M +85,819 +36%
SWA
161
SOA Wealth Advisors
New York
$16.6M +$4.93M +96,583 +42%
BCM
162
Brookstone Capital Management
Illinois
$16.5M -$895K -17,516 -5%
GK
163
Graney & King
New York
$16.4M -$1.53M -29,914 -9%
Mirae Asset Global Investments
164
Mirae Asset Global Investments
South Korea
$16.3M +$16.3M +320,000 New
HFS
165
Horizon Financial Services
North Carolina
$16.2M +$2.39M +46,706 +17%
ARC
166
Advisor Resource Council
Texas
$16M +$15.5M +302,705 +2,661%
KPWS
167
Kestra Private Wealth Services
Texas
$15.9M -$1.76M -34,468 -10%
DC
168
Destiny Capital
Colorado
$15.8M +$314K +6,141 +2%
MPM
169
Meritage Portfolio Management
Kansas
$15.8M -$776K -15,203 -5%
1IA
170
1834 Investment Advisors
Wisconsin
$15.7M +$866K +16,958 +6%
Jones Financial Companies
171
Jones Financial Companies
Missouri
$15.2M +$12.1M +239,844 +400%
CSP
172
Cary Street Partners
Virginia
$15.2M -$4.37M -85,645 -22%
ACA
173
Ackerman Capital Advisors
Texas
$15M +$698K +13,668 +5%
LFG
174
Larson Financial Group
Missouri
$14.8M -$830K -16,255 -5%
DAS
175
Diversify Advisory Services
Utah
$14.7M +$3.92M +79,591 +36%
5 6
7
8 9