SPYV icon

State Street SPDR Portfolio S&P 500 Value ETF

1,165 hedge funds and large institutions have $26.7B invested in State Street SPDR Portfolio S&P 500 Value ETF in 2026 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 466 increasing their positions, 416 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,165
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
171
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.64M
Puts
$1.02M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
William Blair & Company
526
William Blair & Company
Illinois
$1.52M
IFA
527
Index Fund Advisors
California
$1.51M
CBA
528
Coastal Bridge Advisors
Connecticut
$1.51M
EF
529
Empowered Funds
Pennsylvania
$1.51M
FPW
530
Flagship Private Wealth
Massachusetts
$1.5M
CAMG
531
CWA Asset Management Group
Florida
$1.5M
Jane Street
532
Jane Street
New York
$1.49M
IAN
533
Integrated Advisors Network
Texas
$1.48M
RF
534
RHS Financial
California
$1.47M
AWAU
535
Alliance Wealth Advisors (Utah)
Utah
$1.47M
GS
536
GTS Securities
New York
$1.46M
RIM
537
Redwood Investment Management
Arizona
$1.46M
HWA
538
Heritage Wealth Architects
Minnesota
$1.44M
FDW
539
Fourth Dimension Wealth
Ohio
$1.43M
BWFA
540
Baltimore-Washington Financial Advisors
Maryland
$1.43M
RW
541
REDW Wealth
New Mexico
$1.43M
Invesco
542
Invesco
Georgia
$1.42M
PEWA
543
Pacific Excel Wealth Advisors
California
$1.42M
TVPW
544
Third View Private Wealth
Connecticut
$1.42M
RCP
545
Roan Capital Partners
Tennessee
$1.42M
TC
546
TownSquare Capital
Utah
$1.41M
IF
547
Intrua Financial
Texas
$1.41M
RWMH
548
Riverpoint Wealth Management Holdings
Illinois
$1.41M
DPI
549
Diversified Portfolios Inc
Michigan
$1.41M
CFS
550
Commonwealth Financial Services
West Virginia
$1.39M