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
ITIM
1001
Indiana Trust & Investment Management
Indiana
$157K
CT
1002
Colonial Trust
South Carolina
$156K
FDCDDQ
1003
Federation des caisses Desjardins du Quebec
Quebec, Canada
$153K
AIC
1004
Archer Investment Corporation
Indiana
$144K
HWA
1005
Heritage Wealth Advisors
Virginia
$141K
CIR
1006
Clear Investment Research
Georgia
$136K
MMCM
1007
Murphy & Mullick Capital Management
New York
$136K
UFAC
1008
Urban Financial Advisory Corp
Illinois
$130K
NWMP
1009
Noble Wealth Management PBC
Colorado
$128K
PWAM
1010
Private Wealth Asset Management
Iowa
$126K
TPCW
1011
TD Private Client Wealth
New York
$122K
IBOK
1012
Independence Bank of Kentucky
Kentucky
$122K
DWM
1013
Darwin Wealth Management
Florida
$120K
AIM
1014
Acropolis Investment Management
Missouri
$110K
BFS
1015
Bare Financial Services
Pennsylvania
$104K
NB
1016
NBT Bank
New York
$103K
SFG
1017
Strive Financial Group
Indiana
$101K
MIFH
1018
Migdal Insurance & Financial Holdings
Israel
$99.9K
TLFA
1019
True Link Financial Advisors
California
$98.8K
EWM
1020
Evolution Wealth Management
Florida
$98.3K
BW
1021
Basepoint Wealth
Iowa
$94.8K
DF
1022
Dunhill Financial
United Kingdom
$93.8K
MSG
1023
Main Street Group
Virginia
$93.2K
CMP
1024
Coston McIsaac & Partners
Maine
$92K
MPW
1025
MASECO Private Wealth
$90.8K