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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 %
RWM
201
Reston Wealth Management
Virginia
$11.6M -$1.26M -24,608 -10%
PA
202
Probity Advisors
Texas
$11.6M -$9.91K -194 -0.1%
PWM
203
Power Wealth Management
Georgia
$11.5M +$1.05M +20,489 +10%
NG
204
Novem Group
New York
$11.4M +$2.98M +58,257 +35%
VBFP
205
Valtinson Bruner Financial Planning
Minnesota
$11.4M +$195K +3,823 +2%
HPC
206
Hobart Private Capital
North Carolina
$11.1M +$2.77M +54,316 +33%
FC
207
Financial Council
Maryland
$11.1M +$11.1K +218 +0.1%
CCFM
208
Clear Creek Financial Management
Washington
$11M -$412K -8,062 -4%
DWM
209
Dogwood Wealth Management
Kansas
$11M +$475K +9,303 +5%
GIA
210
GHP Investment Advisors
Colorado
$11M +$86.3K +1,690 +0.8%
NECFA
211
New England Capital Financial Advisors
Connecticut
$10.9M -$1.17M -22,981 -10%
WI
212
WrapManager Inc
California
$10.7M +$33.5K +656 +0.3%
SI
213
Stephens Inc
Arkansas
$10.7M +$1.18M +23,115 +12%
Legacy Financial Group (Iowa)
214
Legacy Financial Group (Iowa)
Iowa
$10.7M +$550K +10,773 +5%
GFG
215
Goldstone Financial Group
Illinois
$10.5M +$355K +6,947 +3%
HA
216
Hofer & Associates
California
$10.5M +$195K +3,821 +2%
CIA
217
Concurrent Investment Advisors
Florida
$10.1M -$1.38M -27,016 -12%
SC
218
Savant Capital
Illinois
$10.1M -$247K -4,846 -2%
M&T Bank
219
M&T Bank
New York
$9.99M -$313K -6,127 -3%
OHIS
220
Oak Harvest Investment Services
Texas
$9.82M -$456K -8,926 -4%
SSW
221
Stone Summit Wealth
Florida
$9.82M -$169K -3,314 -2%
VA
222
VestGen Advisors
Illinois
$9.7M +$9.7M +189,970 New
GG
223
GenWealth Group
New Jersey
$9.69M +$240K +4,690 +3%
CWM
224
Collaborative Wealth Management
Florida
$9.66M +$123K +2,405 +1%
SGWM
225
Sterling Group Wealth Management
California
$9.59M +$125K +2,454 +1%
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