State Street SPDR Portfolio S&P 500 Value ETF
SPYV
1,018 hedge funds and large institutions have $21.4B invested in State Street SPDR Portfolio S&P 500 Value ETF in 2025 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 455 increasing their positions, 341 reducing their positions, and 66 closing their positions.
830% more call options, than puts
Call options by funds: $13.1M | Put options by funds: $1.41M
33% more repeat investments, than reductions
Existing positions increased: 455 | Existing positions reduced: 341
15% more first-time investments, than exits
New positions opened: 76 | Existing positions closed: 66
10% more funds holding in top 10
Funds holding in top 10: 158 → 174 (+16)
3% more capital invested
Capital invested by funds: $20.9B → $21.4B (+$537M)
0.27% more ownership
Funds ownership: 84.95% → 85.22% (+0.27%)
1% less funds holding
Funds holding: 1,024 → 1,018 (-6)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWM
Connecticut Wealth Management
Farmington,
Connecticut
|
+$142M |
| 2 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$116M |
| 3 |
LPL Financial
San Diego,
California
|
+$72M |
| 4 |
JP Morgan Chase
New York
|
+$70.5M |
| 5 |
DWM
Dynasty Wealth Management
St. Petersburg,
Florida
|
+$56.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AF
Allworth Financial
Folsom,
California
|
-$216M |
| 2 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
-$79.2M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$58.3M |
| 4 |
TIAA Trust, National Association
Charlotte,
North Carolina
|
-$49.2M |
| 5 |
HI
Horizon Investments
Charlotte,
North Carolina
|
-$38.3M |
SPYV Hedge Fund Activity: Q1 2025 in Review
1,018 of the 7,472 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 Value ETF (SPYV) for Q1 2025, worth a combined $21.4B — up 2.6% from $20.9B a quarter earlier.
Buyers outnumbered sellers: 76 funds opened new SPYV positions and 66 closed out — a net gain of 10 holders — while 455 added to existing stakes and 341 trimmed.
The largest buyer was Connecticut Wealth Management, opening a new position worth an estimated $142M. The largest seller was Allworth Financial, cutting an estimated $216M.
- 1,018 institutional investors held State Street SPDR Portfolio S&P 500 Value ETF (SPYV) as of Q1 2025, down from 1,024 in Q4 2024.
- Funds reported $21.4B of State Street SPDR Portfolio S&P 500 Value ETF stock for Q1 2025, up 2.6% quarter-over-quarter.
- 76 funds opened new State Street SPDR Portfolio S&P 500 Value ETF positions in Q1 2025 and 66 closed out, a net change of +10 holders.
- The largest State Street SPDR Portfolio S&P 500 Value ETF buyer in Q1 2025 was Connecticut Wealth Management, an estimated $142M added.
- The largest State Street SPDR Portfolio S&P 500 Value ETF seller in Q1 2025 was Allworth Financial, an estimated $216M sold.
Based on aggregated 13F filings for Q1 2025.