State Street SPDR Portfolio S&P 500 Value ETF
SPYV
1,185 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, 478 increasing their positions, 419 reducing their positions, and 56 closing their positions.
258% more call options, than puts
Call options by funds: $3.64M | Put options by funds: $1.02M
70% more first-time investments, than exits
New positions opened: 95 | Existing positions closed: 56
14% more repeat investments, than reductions
Existing positions increased: 478 | Existing positions reduced: 419
4% more funds holding in top 10
Funds holding in top 10: 169 → 175 (+6)
2% more funds holding
Funds holding: 1,163 → 1,185 (+22)
1% less capital invested
Capital invested by funds: $27.1B → $26.8B (-$349M)
1.19% less ownership
Funds ownership: 85.75% → 84.56% (-1.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
+$158M |
| 2 |
HI
Horizon Investments
Charlotte,
North Carolina
|
+$84.8M |
| 3 |
LPL Financial
San Diego,
California
|
+$80.4M |
| 4 |
NB
Nicolet Bankshares
Green Bay,
Wisconsin
|
+$68.4M |
| 5 |
CF
Convergence Financial
Columbia,
Missouri
|
+$51.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$602M |
| 2 |
TIAA Trust, National Association
Charlotte,
North Carolina
|
-$211M |
| 3 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$105M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$99M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$57.9M |
SPYV Hedge Fund Activity: Q1 2026 in Review
1,185 of the 8,208 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 Value ETF (SPYV) for Q1 2026, worth a combined $26.8B — down 1.3% from $27.1B a quarter earlier.
Buyers outnumbered sellers: 95 funds opened new SPYV positions and 56 closed out — a net gain of 39 holders — while 478 added to existing stakes and 419 trimmed.
The largest buyer was Independent Advisor Alliance, adding an estimated $158M. The largest seller was Morgan Stanley, cutting an estimated $602M.
- 1,185 institutional investors held State Street SPDR Portfolio S&P 500 Value ETF (SPYV) as of Q1 2026, up from 1,163 in Q4 2025.
- Funds reported $26.8B of State Street SPDR Portfolio S&P 500 Value ETF stock for Q1 2026, down 1.3% quarter-over-quarter.
- 95 funds opened new State Street SPDR Portfolio S&P 500 Value ETF positions in Q1 2026 and 56 closed out, a net change of +39 holders.
- The largest State Street SPDR Portfolio S&P 500 Value ETF buyer in Q1 2026 was Independent Advisor Alliance, an estimated $158M added.
- The largest State Street SPDR Portfolio S&P 500 Value ETF seller in Q1 2026 was Morgan Stanley, an estimated $602M sold.
Based on aggregated 13F filings for Q1 2026.