State Street SPDR Portfolio S&P 500 Value ETF
SPYV
1,020 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 77 funds opening new positions, 455 increasing their positions, 342 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
72% more capital inflows, than outflows
Capital inflows: $1.7B | Capital outflows: $991M
33% more repeat investments, than reductions
Existing positions increased: 455 | Existing positions reduced: 342
17% more first-time investments, than exits
New positions opened: 77 | Existing positions closed: 66
10% more funds holding in top 10
Funds holding in top 10: 158 → 174 (+16)
0.27% more ownership
Funds ownership: 84.96% → 85.23% (+0.27%)
0% less funds holding
Funds holding: 1,025 → 1,020 (-5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
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 |
Dynasty Wealth Management
St. Petersburg,
Florida
|
+$56.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Allworth Financial
Folsom,
California
|
-$216M |
| 2 |
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 |
Horizon Investments
Charlotte,
North Carolina
|
-$38.3M |
SPYV Hedge Fund Activity: Q1 2025 in Review
1,020 of the 7,481 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: 77 funds opened new SPYV positions and 66 closed out — a net gain of 11 holders — while 455 added to existing stakes and 342 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.
- 1,020 institutional investors held State Street SPDR Portfolio S&P 500 Value ETF (SPYV) as of Q1 2025, down from 1,025 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.
- 77 funds opened new State Street SPDR Portfolio S&P 500 Value ETF positions in Q1 2025 and 66 closed out, a net change of +11 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.