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
CG
201
Cynosure Group
Utah
$13.9M
HSBC Holdings
202
HSBC Holdings
United Kingdom
$13.8M
PWG
203
Portside Wealth Group
Utah
$13.7M
ACA
204
Alpha Capital Advisors
Maine
$13.3M
MFA
205
Millington Financial Advisors
Illinois
$13.2M
ORG
206
Optimist Retirement Group
Washington
$13.1M
AQR Capital Management
207
AQR Capital Management
Connecticut
$13.1M
GIA
208
GHP Investment Advisors
Colorado
$13M
CAPTRUST Financial Advisors
209
CAPTRUST Financial Advisors
North Carolina
$13M
SC
210
Savant Capital
Illinois
$12.9M
FC
211
Financial Council
Maryland
$12.7M
SIM
212
Synergy Investment Management
Florida
$12.7M
HA
213
Hofer & Associates
California
$12.6M
DI
214
Diligent Investors
California
$12.4M
CSP
215
Cary Street Partners
Virginia
$12.3M
GG
216
GenWealth Group
New Jersey
$12.2M
GWAM
217
Guardian Wealth Advisors (Minnesota)
Minnesota
$12.2M
CAM
218
Cobblestone Asset Management
Virginia
$12.2M
VWM
219
Vertrix Wealth Management
Michigan
$12.1M
AWM
220
Aureum Wealth Management
Florida
$11.9M
SAM
221
Smithbridge Asset Management
Pennsylvania
$11.8M
RWM
222
Reston Wealth Management
Virginia
$11.8M
BI
223
Breachway Investments
Rhode Island
$11.7M
PWG
224
Private Wealth Group
Florida
$11.6M
TA
225
TrueWealth Advisors
Alabama
$11.6M