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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 %
Financial Engines Advisors
1
Financial Engines Advisors
California
$4.02B +$30.4M +595,377 +0.8%
LPL Financial
2
LPL Financial
California
$2.19B +$70.9M +1,387,832 +3%
AF
3
Allworth Financial
California
$791M -$203M -4,162,894 -20%
Morgan Stanley
4
Morgan Stanley
New York
$501M +$31.8M +622,907 +7%
Ameriprise
5
Ameriprise
Minnesota
$459M +$48.5M +949,699 +12%
VA
6
Valmark Advisers
Ohio
$406M +$14.2M +278,742 +4%
JPMorgan Chase & Co
7
JPMorgan Chase & Co
New York
$347M +$69.5M +1,360,243 +25%
UBS Group
8
UBS Group
Switzerland
$343M -$12.2M -238,266 -3%
DFG
9
Demars Financial Group
Washington
$340M +$24.2M +1,235,219 +8%
Bank of America
10
Bank of America
North Carolina
$314M +$9.99M +195,695 +3%
Raymond James Financial
11
Raymond James Financial
Florida
$293M +$12.1M +237,417 +4%
HI
12
Horizon Investments
North Carolina
$258M -$37.7M -737,761 -13%
AA
13
Advisory Alpha
Michigan
$256M +$22.3M +437,206 +10%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$230M +$18.2M +355,722 +9%
NP
15
NorthRock Partners
Minnesota
$227M +$2.39M +46,767 +1%
EH
16
Equitable Holdings
New York
$227M +$25.7M +502,550 +13%
DWM
17
Dynasty Wealth Management
Florida
$224M +$55.3M +1,083,736 +33%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$216M -$57.4M -1,123,502 -21%
QWP
19
Quotient Wealth Partners
Texas
$215M +$49.7M +973,797 +30%
WJA
20
Willis Johnson & Associates
Texas
$211M +$4.03M +78,946 +2%
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
$209M -$27.7M -542,796 -12%
Franklin Resources
22
Franklin Resources
California
$201M +$2.12M +41,539 +1%
Osaic Holdings
23
Osaic Holdings
Arizona
$198M +$23M +450,572 +13%
TC
24
TownSquare Capital
Utah
$186M +$12.8M +251,386 +7%
Wealth Enhancement Advisory Services
25
Wealth Enhancement Advisory Services
Minnesota
$181M +$114M +2,237,528 +173%
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