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State Street SPDR Portfolio S&P 500 Value ETF

1,207 hedge funds and large institutions have $29.8B invested in State Street SPDR Portfolio S&P 500 Value ETF in 2026 Q2 according to their latest regulatory filings, with 103 funds opening new positions, 490 increasing their positions, 418 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

243% more call options, than puts

Call options by funds: $3.13M | Put options by funds: $912K

98% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 52

17% more repeat investments, than reductions

Existing positions increased: 490 | Existing positions reduced: 418

11% more capital invested

Capital invested by funds: $26.8B → $29.8B (+$3.04B)

2% more funds holding

Funds holding: 1,1781,207 (+29)

0.07% more ownership

Funds ownership: 84.54%84.61% (+0.07%)

8% less funds holding in top 10

Funds holding in top 10: 175161 (-14)

Holders
1,207
Holders Change
+29
Holders Change %
+2.46%
% of All Funds
14.58%
Holding in Top 10
161
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-8%
% of All Funds
1.94%
New
103
Increased
490
Reduced
418
Closed
52
Calls
$3.13M
Puts
$912K
Net Calls
+$2.22M
Net Calls Change
-$407K
Name Holding Trade Value Shares
Change
Change in
Stake
Financial Engines Advisors
1
Financial Engines Advisors
California
$5.04B +$91.5M +1,528,368 +2%
LPL Financial
2
LPL Financial
California
$3.16B +$31.4M +524,937 +1%
Goldman Sachs
3
Goldman Sachs
New York
$1.41B +$21M +350,749 +2%
AF
4
Allworth Financial
California
$1.12B -$77.2M -1,290,724 -7%
Bank of America
5
Bank of America
North Carolina
$1.06B +$613M +10,250,046 +142%
Morgan Stanley
6
Morgan Stanley
New York
$590M +$20.2M +338,120 +4%
VA
7
Valmark Advisers
Ohio
$563M +$15.9M +264,849 +3%
Ameriprise
8
Ameriprise
Minnesota
$461M +$16.5M +275,225 +4%
Raymond James Financial
9
Raymond James Financial
Florida
$425M +$34.5M +576,556 +9%
JP Morgan Chase
10
JP Morgan Chase
New York
$401M -$18.3M -305,831 -4%
Manulife (Manufacturers Life Insurance)
11
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$384M +$358M +5,981,186 +1,808%
WJA
12
Willis Johnson & Associates
Texas
$380M +$11.1M +185,288 +3%
UBS Group
13
UBS Group
Switzerland
$371M -$3.52M -58,807 -1%
EH
14
Equitable Holdings
New York
$320M +$21.8M +363,890 +7%
AA
15
Advisory Alpha
Michigan
$300M -$409K -6,826 -0.1%
NP
16
NorthRock Partners
Minnesota
$297M +$18.2M +303,367 +7%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$297M +$34.8M +581,876 +14%
CWM
18
Connecticut Wealth Management
Connecticut
$284M +$22.2M +371,293 +9%
VIA
19
Vantagepoint Investment Advisers
District of Columbia
$262M -$1.49M -24,850 -0.6%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$261M -$30M -501,965 -10%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$254M -$1.18M -19,642 -0.5%
DWM
22
Dynasty Wealth Management
Florida
$248M +$6.68M +111,546 +3%
QWP
23
Quotient Wealth Partners
Texas
$239M +$5.93M +99,045 +3%
Cerity Partners
24
Cerity Partners
New York
$223M +$3.72M +62,142 +2%
AWM
25
AE Wealth Management
Kansas
$218M -$216K -3,614 -0.1%

SPYV Hedge Fund Activity: Q2 2026 in Review

1,207 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 Value ETF (SPYV) for Q2 2026, worth a combined $29.8B — up 11% from $26.8B a quarter earlier.

Buyers outnumbered sellers: 103 funds opened new SPYV positions and 52 closed out — a net gain of 51 holders — while 490 added to existing stakes and 418 trimmed.

The largest buyer was Bank of America, adding an estimated $613M. The largest seller was Independent Advisor Alliance, cutting an estimated $161M.

  • 1,207 institutional investors held State Street SPDR Portfolio S&P 500 Value ETF (SPYV) as of Q2 2026, up from 1,178 in Q1 2026.
  • Funds reported $29.8B of State Street SPDR Portfolio S&P 500 Value ETF stock for Q2 2026, up 11% quarter-over-quarter.
  • 103 funds opened new State Street SPDR Portfolio S&P 500 Value ETF positions in Q2 2026 and 52 closed out, a net change of +51 holders.
  • The largest State Street SPDR Portfolio S&P 500 Value ETF buyer in Q2 2026 was Bank of America, an estimated $613M added.
  • The largest State Street SPDR Portfolio S&P 500 Value ETF seller in Q2 2026 was Independent Advisor Alliance, an estimated $161M sold.

Based on aggregated 13F filings for Q2 2026.