We are live on ! Find out more
SPYV icon

State Street SPDR Portfolio S&P 500 Value ETF

1,174 hedge funds and large institutions have $26.8B invested in State Street SPDR Portfolio S&P 500 Value ETF in 2026 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 469 increasing their positions, 419 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,174
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
174
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
FWP
926
Firethorn Wealth Partners
Georgia
$254K
GA
927
Goldstein Advisors
Wisconsin
$253K
CIA
928
Choate Investment Advisors
Massachusetts
$252K
PWP
929
Principle Wealth Partners
Connecticut
$251K
GFG
930
Grantvest Financial Group
New Jersey
$250K
MSF
931
Mustard Seed Financial
Arkansas
$250K
KeyBank National Association
932
KeyBank National Association
Ohio
$248K
AWMI
933
Aegis Wealth Management (Iowa)
Iowa
$248K
MHWM
934
Montz Harcus Wealth Management
Louisiana
$246K
VNA
935
Valley National Advisers
Pennsylvania
$246K
DWA
936
Dougherty Wealth Advisers
Minnesota
$246K
IAS
937
Insigneo Advisory Services
Florida
$245K
LA
938
LexAurum Advisors
Kansas
$245K
PFM
939
Phillips Financial Management
Indiana
$244K
WP
940
Walleye Partners
Wisconsin
$243K
OP
941
Oath Planning
Oklahoma
$243K
HCMG
942
Howard Capital Management Group
California
$242K
BRWA
943
B. Riley Wealth Advisors
Florida
$239K
AIA
944
Acute Investment Advisory
Arizona
$238K
FWM
945
Forza Wealth Management
Florida
$236K
BIG
946
Brookwood Investment Group
Arizona
$235K
AWM
947
Accel Wealth Management
Iowa
$234K
DCM
948
Donaldson Capital Management
Indiana
$234K
TH
949
TCTC Holdings
Texas
$233K
ARC
950
Advisor Resource Council
Texas
$233K