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

258% more call options, than puts

Call options by funds: $3.64M | Put options by funds: $1.02M

73% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 55

12% more repeat investments, than reductions

Existing positions increased: 469 | Existing positions reduced: 419

4% more funds holding in top 10

Funds holding in top 10: 167174 (+7)

2% more funds holding

Funds holding: 1,1541,174 (+20)

2% less capital invested

Capital invested by funds: $27.2B → $26.8B (-$440M)

1.36% less ownership

Funds ownership: 85.87%84.51% (-1.4%)

Holders
1,174
Holders Change
+20
Holders Change %
+1.73%
% of All Funds
14.46%
Holding in Top 10
174
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+4.19%
% of All Funds
2.14%
New
95
Increased
469
Reduced
419
Closed
55
Calls
$3.64M
Puts
$1.02M
Net Calls
+$2.63M
Net Calls Change
+$905K
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
101
Geneos Wealth Management
Colorado
$33.5M +$213K +3,673 +0.6%
HAG
102
HighPoint Advisor Group
Illinois
$33.3M -$788K -13,591 -2%
Northern Trust
103
Northern Trust
Illinois
$32.4M -$17.4K -300 -0.1%
MFS
104
McNamara Financial Services
Massachusetts
$32.1M -$51.9K -894 -0.2%
JSW
105
Journey Strategic Wealth
New Jersey
$31.9M +$2.47M +42,648 +8%
BOPW
106
Brandywine Oak Private Wealth
Pennsylvania
$31.7M +$1.07M +18,519 +3%
EWA
107
ERTS Wealth Advisors
Michigan
$31.1M +$3.08M +53,151 +11%
APP
108
Avantax Planning Partners
Iowa
$30.8M +$284K +4,893 +0.9%
NG
109
Navigation Group
California
$30.8M +$31.6M +544,619 New
CWA
110
Choice Wealth Advisors
Maine
$30.7M +$481K +8,289 +2%
FTS
111
Fifth Third Securities
Ohio
$30.4M -$1.15M -19,787 -4%
Janney Montgomery Scott
112
Janney Montgomery Scott
Pennsylvania
$30.2M +$429K +7,388 +1%
Prudential Financial
113
Prudential Financial
New Jersey
$29.7M -$5.79M -99,853 -16%
NA
114
NewEdge Advisors
Louisiana
$29.5M -$2.63M -45,343 -8%
SW
115
SkyOak Wealth
Michigan
$29.4M +$1.28M +22,074 +4%
SFM
116
Signet Financial Management
New Jersey
$28.8M -$142K -2,455 -0.5%
FTWA
117
Fifth Third Wealth Advisors
Ohio
$28.5M +$4.01M +69,089 +16%
RA
118
Rodgers & Associates
Pennsylvania
$28.2M -$71.5K -1,232 -0.2%
LGW
119
Leslie Global Wealth
Illinois
$27.9M +$260K +4,475 +0.9%
HC
120
Hamilton Capital
Ohio
$27.5M +$919K +15,837 +3%
HG
121
Harbor Group
New Hampshire
$27.5M -$316K -5,456 -1%
WWM
122
Western Wealth Management
Colorado
$27.1M +$2.16M +37,214 +8%
MSRI
123
Michael S. Ryan Inc
New York
$26.2M -$28K -482 -0.1%
MOS
124
MGO One Seven
Ohio
$26.1M -$3.4M -58,553 -11%
Mercer Global Advisors
125
Mercer Global Advisors
Colorado
$26.1M +$2.26M +38,947 +9%