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
HSBC Holdings
201
HSBC Holdings
United Kingdom
$13.8M
PWG
202
Portside Wealth Group
Utah
$13.7M
MFA
203
Millington Financial Advisors
Illinois
$13.2M
ORG
204
Optimist Retirement Group
Washington
$13.1M
AQR Capital Management
205
AQR Capital Management
Connecticut
$13.1M
GIA
206
GHP Investment Advisors
Colorado
$13M
CAPTRUST Financial Advisors
207
CAPTRUST Financial Advisors
North Carolina
$13M
SC
208
Savant Capital
Illinois
$12.9M
FC
209
Financial Council
Maryland
$12.7M
SIM
210
Synergy Investment Management
Florida
$12.7M
HA
211
Hofer & Associates
California
$12.6M
DI
212
Diligent Investors
California
$12.4M
CSP
213
Cary Street Partners
Virginia
$12.3M
GG
214
GenWealth Group
New Jersey
$12.2M
GWAM
215
Guardian Wealth Advisors (Minnesota)
Minnesota
$12.2M
CAM
216
Cobblestone Asset Management
Virginia
$12.2M
VWM
217
Vertrix Wealth Management
Michigan
$12.1M
AWM
218
Aureum Wealth Management
Florida
$11.9M
SAM
219
Smithbridge Asset Management
Pennsylvania
$11.8M
RWM
220
Reston Wealth Management
Virginia
$11.8M
BI
221
Breachway Investments
Rhode Island
$11.7M
PWG
222
Private Wealth Group
Florida
$11.6M
TA
223
TrueWealth Advisors
Alabama
$11.6M
NECFA
224
New England Capital Financial Advisors
Connecticut
$11.5M
LFG
225
Larson Financial Group
Missouri
$11.4M