State Street SPDR Portfolio S&P 500 Value ETF
SPYV
1,163 hedge funds and large institutions have $27.1B invested in State Street SPDR Portfolio S&P 500 Value ETF in 2025 Q4 according to their latest regulatory filings, with 183 funds opening new positions, 502 increasing their positions, 314 reducing their positions, and 64 closing their positions.
268% more call options, than puts
Call options by funds: $2.36M | Put options by funds: $642K
186% more first-time investments, than exits
New positions opened: 183 | Existing positions closed: 64
60% more repeat investments, than reductions
Existing positions increased: 502 | Existing positions reduced: 314
17% more funds holding in top 10
Funds holding in top 10: 145 → 169 (+24)
10% more funds holding
Funds holding: 1,061 → 1,163 (+102)
9% more capital invested
Capital invested by funds: $25B → $27.1B (+$2.13B)
1.28% less ownership
Funds ownership: 87.03% → 85.75% (-1.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$606M |
| 2 |
LPL Financial
San Diego,
California
|
+$205M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$93.8M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$57.8M |
| 5 |
DWM
Diversify Wealth Management
Sandy,
Utah
|
+$41.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NAS
Nicolet Advisory Services
Green Bay,
Wisconsin
|
-$110M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$68.9M |
| 3 |
DWM
Dynasty Wealth Management
St. Petersburg,
Florida
|
-$62.5M |
| 4 |
SFC
Strategic Financial Concepts
San Antonio,
Texas
|
-$55.6M |
| 5 |
QWP
Quotient Wealth Partners
Dallas,
Texas
|
-$55M |
SPYV Hedge Fund Activity: Q4 2025 in Review
1,163 of the 8,284 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 Value ETF (SPYV) for Q4 2025, worth a combined $27.1B — up 8.5% from $25B a quarter earlier.
Buyers outnumbered sellers: 183 funds opened new SPYV positions and 64 closed out — a net gain of 119 holders — while 502 added to existing stakes and 314 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $606M. The largest seller was Nicolet Advisory Services, cutting an estimated $110M.
- 1,163 institutional investors held State Street SPDR Portfolio S&P 500 Value ETF (SPYV) as of Q4 2025, up from 1,061 in Q3 2025.
- Funds reported $27.1B of State Street SPDR Portfolio S&P 500 Value ETF stock for Q4 2025, up 8.5% quarter-over-quarter.
- 183 funds opened new State Street SPDR Portfolio S&P 500 Value ETF positions in Q4 2025 and 64 closed out, a net change of +119 holders.
- The largest State Street SPDR Portfolio S&P 500 Value ETF buyer in Q4 2025 was Morgan Stanley, an estimated $606M added.
- The largest State Street SPDR Portfolio S&P 500 Value ETF seller in Q4 2025 was Nicolet Advisory Services, an estimated $110M sold.
Based on aggregated 13F filings for Q4 2025.