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
CA
901
Cambridge Advisors
Nebraska
$270K
WWP
902
Wise Wealth Partners
Arizona
$268K
KAS
903
KPP Advisory Services
Kentucky
$268K
GVCM
904
Global View Capital Management
Wisconsin
$267K
HWM
905
HB Wealth Management
Georgia
$266K
FFW
906
Fusion Family Wealth
New York
$266K
AFA
907
Amicus Financial Advisors
Texas
$266K
MCIA
908
Mountain Capital Investment Advisors
Colorado
$265K
KWM
909
KRM Wealth Management
Nevada
$263K
EPM
910
Elm Partners Management
Pennsylvania
$262K
VR
911
Valued Retirements
Texas
$262K
UCM
912
Up Capital Management
California
$262K
CB
913
Chris Bulman
California
$261K
TA
914
Tactive Advisors
Florida
$260K
GCP
915
Guardian Capital (Pennsylvania)
Pennsylvania
$257K
AFO
916
Arrowroot Family Office
California
$256K
WA
917
Wealth Alliance
New York
$255K
IP
918
Intellectus Partners
California
$255K
NA
919
Note Advisors
New York
$254K
FWP
920
Firethorn Wealth Partners
Georgia
$254K
GA
921
Goldstein Advisors
Wisconsin
$253K
CIA
922
Choate Investment Advisors
Massachusetts
$252K
PWP
923
Principle Wealth Partners
Connecticut
$251K
GFG
924
Grantvest Financial Group
New Jersey
$250K
MSF
925
Mustard Seed Financial
Arkansas
$250K