SPYV icon

State Street SPDR Portfolio S&P 500 Value ETF

1,170 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 93 funds opening new positions, 468 increasing their positions, 418 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,170
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
172
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
DG
1201
Diesslin Group
Texas
OA
1202
Oasis Advisors
Iowa
NPF
1203
Norris Perne & French
Michigan
GWM
1204
GK Wealth Management
Nevada
BWS
1205
Buck Wealth Strategies
Colorado
Fisher Asset Management
1206
Fisher Asset Management
Washington
PFA
1207
Providence Financial Advisors
Kansas
EIA
1208
Eldridge Investment Advisors
New Hampshire
HFS
1209
Hopwood Financial Services
Virginia
RSWM
1210
Robertson Stephens Wealth Management
California
VFG
1211
Victory Financial Group
Texas
PL
1212
Plancorp LLC
Missouri
AIM
1213
Archer Investment Management
Texas
CH
1214
Canton Hathaway
Rhode Island
OC
1215
Optima Capital
Oregon
ODE
1216
O'Domhnaill Enterprises
Wyoming
IIM
1217
IFC & Insurance Marketing
California
HWP
1218
Highline Wealth Partners
California
AFG
1219
Albion Financial Group
Utah
CTWM
1220
Cherry Tree Wealth Management
Minnesota
FFO
1221
Fortitude Family Office
Arizona
EPG
1222
Estate Planners Group
Pennsylvania
QWM
1223
Quaker Wealth Management
New Jersey
WAG
1224
Wilkerson Advisory Group
Missouri
BBHC
1225
Brown Brothers Harriman & Co
New York