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
HPC
176
Hobart Private Capital
North Carolina
$17.5M
CI
177
CX Institutional
Indiana
$17.4M
VCP
178
Verus Capital Partners
Arizona
$17.3M
AssetMark Inc
179
AssetMark Inc
California
$17.2M
1IA
180
1834 Investment Advisors
Wisconsin
$17.2M
CF
181
Collier Financial
Colorado
$17.1M
IWA
182
Inspirion Wealth Advisors
Illinois
$17M
GLR
183
Great Lakes Retirement
Ohio
$16.9M
TW
184
Tempo Wealth
Ohio
$16.6M
Rockefeller Capital Management
185
Rockefeller Capital Management
New York
$16.3M
PA
186
Probity Advisors
Texas
$15.9M
BCM
187
Brookstone Capital Management
Illinois
$15.8M
RF
188
rebel Financial
Ohio
$15.8M
FF
189
Francis Financial
$15.7M
SF
190
Symphony Financial
Texas
$15.6M
KAS
191
Kestra Advisory Services
Texas
$15.5M
Focus Partners Wealth
192
Focus Partners Wealth
Massachusetts
$15.5M
PWM
193
Power Wealth Management
Georgia
$15.4M
AWM
194
Atticus Wealth Management
Florida
$14.6M
MWM
195
Meridian Wealth Management
Kentucky
$14.4M
SIG
196
Sargent Investment Group
Maryland
$14.4M
SI
197
Stephens Inc
Arkansas
$14.4M
VBFP
198
Valtinson Bruner Financial Planning
Minnesota
$14.2M
HBT
199
Hills Bank & Trust
Iowa
$14.1M
Legacy Financial Group (Iowa)
200
Legacy Financial Group (Iowa)
Iowa
$14M