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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 %
DI
176
Diligent Investors
California
$14.6M -$452K -8,860 -3%
PCIA
177
Prime Capital Investment Advisors
Kansas
$14.5M +$10.8M +211,109 +292%
GLR
178
Great Lakes Retirement
Ohio
$14.3M +$245K +4,793 +2%
SIG
179
Sargent Investment Group
Maryland
$14.3M -$636K -12,454 -4%
EFH
180
Eaton Financial Holdings
Florida
$14.2M -$949K -18,590 -6%
MFG
181
Merit Financial Group
Georgia
$14M -$9.41M -184,162 -40%
SOS
182
Silver Oak Securities
Tennessee
$14M +$174K +3,440 +1%
AWM
183
Atticus Wealth Management
Florida
$13.8M -$6.42M -125,784 -32%
ML
184
McAdam LLC
Pennsylvania
$13.7M -$3.15M -61,586 -19%
Fifth Third Bancorp
185
Fifth Third Bancorp
Ohio
$13.5M +$1.61M +31,620 +14%
KWM
186
Kingsview Wealth Management
Oregon
$13.3M +$161K +3,145 +1%
CI
187
CX Institutional
Indiana
$13.2M -$578K -11,314 -4%
SFP
188
Strategic Financial Partners
Oregon
$13.2M -$1.92M -37,652 -13%
Rockefeller Capital Management
189
Rockefeller Capital Management
New York
$13.2M -$696K -13,638 -5%
AF
190
Abound Financial
California
$13.1M +$631K +12,362 +5%
CF
191
CBM Financial
Texas
$13M +$13M +255,334 New
MWM
192
Meridian Wealth Management
Kentucky
$13M +$73K +1,429 +0.6%
MFA
193
Millington Financial Advisors
Illinois
$12.8M -$144K -3,012 -1%
VCP
194
Verus Capital Partners
Arizona
$12.7M +$157K +3,082 +1%
SF
195
Summit Financial
New Jersey
$12.2M +$1.33M +25,984 +12%
ORG
196
Optimist Retirement Group
Washington
$11.9M +$71.1K +1,392 +0.6%
BNP Paribas Financial Markets
197
BNP Paribas Financial Markets
France
$11.9M +$10.2M +200,292 +615%
Nomura Asset Management
198
Nomura Asset Management
Japan
$11.9M -$4.32M -84,500 -27%
NC
199
NewSquare Capital
Pennsylvania
$11.7M +$207K +4,048 +2%
WAP
200
Wealthcare Advisory Partners
Pennsylvania
$11.7M +$731K +14,317 +7%
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