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SPDR Portfolio S&P 500 Value ETF (SPYV) Institutional Ownership

SPDR Portfolio S&P 500 Value ETF logo
$52.87 -0.10 (-0.19%)
Closing price 07/18/2025 04:10 PM Eastern
Extended Trading
$52.90 +0.03 (+0.05%)
As of 07/18/2025 06:59 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV)

Number of
Institutional Buyers
(last 12 months)
760
Total
Institutional Inflows
(last 12 months)
$5.87B
Number of
Institutional Sellers
(last 12 months)
487
Total
Institutional Outflows
(last 12 months)
$2.26B
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SPYV Institutional Buying and Selling by Quarter

SPDR Portfolio S&P 500 Value ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/18/2025Warren Street Wealth Advisors LLC12,309$644K0.2%+1.7%0.002%
7/18/2025Vicus Capital645,443$33.78M2.8%+10.3%0.124%
7/18/2025Pure Financial Advisors LLC347,277$18.18M0.3%-2.1%0.067%
7/18/2025Cantor Fitzgerald Investment Advisors L.P.30,792$1.61M0.1%+7.9%0.006%
7/18/2025SOA Wealth Advisors LLC.236,701$12.39M1.4%-27.0%0.045%
7/18/2025Dogwood Wealth Management LLC235,365$12.45M6.1%+9.1%0.045%
7/18/2025Trilogy Capital Inc.158,035$8.27M0.4%+4.3%0.030%
7/18/2025Lowery Thomas LLC15,367$804K0.5%-12.9%0.003%
7/18/2025Consolidated Portfolio Review Corp10,721$561K0.1%+3.3%0.002%
7/18/2025Cooper Financial Group109,965$5.76M0.7%-13.2%0.021%
7/18/2025Truist Financial Corp390,837$20.46M0.0%+1.9%0.075%
7/17/2025 Greenleaf Trust19,105$1M0.0%-4.5%0.004%
7/17/2025 Capital Investment Advisors LLC6,821$357K0.0%-39.5%0.001%
7/17/2025 Centennial Wealth Advisory LLC130,380$6.82M2.2%+17.3%0.026%
7/17/2025 Asio Capital LLC3,903$204K0.0%N/A0.001%
7/17/2025 Janney Montgomery Scott LLC794,001$41.56M0.1%-26.1%0.156%
7/17/2025 Venture Visionary Partners LLC135,902$7.11M0.3%+4.3%0.027%
7/17/2025 Fifth Third Securities Inc.540,467$28.29M2.1%+45.1%0.106%
7/17/2025 ERn Financial LLC579,699$30.34M6.4%+4.0%0.114%
7/17/2025 Fiduciary Advisors Inc.502$26K0.0%N/A0.000%
7/17/2025 Sound Income Strategies LLC807$42K0.0%+75.8%0.000%
7/17/2025 Beacon Capital Management LLC2,167$113K0.0%+138.7%0.000%
7/17/2025 Tritonpoint Wealth LLC93,195$4.88M0.5%+0.2%0.018%
7/17/2025 Stone Summit Wealth LLC174,359$9.13M2.8%-9.3%0.034%
7/17/2025 Avior Wealth Management LLC619,361$32.42M1.1%+2.0%0.122%
7/17/2025 KWB Wealth1,469,549$75.05M8.6%-3.3%0.289%
7/17/2025 Tempus Wealth Planning LLC14,074$737K0.2%-6.9%0.003%
7/16/2025 Diversified Enterprises LLC10,050$526K0.0%-14.6%0.002%
7/16/2025 Independent Wealth Network Inc.140,868$7.37M2.7%+3.4%0.028%
7/16/2025 ORG Partners LLC8,840$467K0.1%+14.0%0.002%
7/16/2025 1834 Investment Advisors Co.302,295$15.82M2.0%-1.4%0.060%
7/16/2025 GenWealth Group Inc.195,086$10.21M2.1%+2.9%0.038%
7/16/2025 FCG Investment Co39,584$2.07M1.1%+5.9%0.008%
7/16/2025 Novem Group230,881$12.08M1.5%+3.6%0.045%
7/16/2025 Freestate Advisors LLC327,023$17.12M15.3%-1.6%0.064%
7/16/2025 MKT Advisors LLC24,805$1.31M0.5%+30.4%0.005%
7/16/2025 MBE Wealth Management LLC423,743$22.18M9.6%+3.0%0.083%
7/16/2025 Colton Groome Financial Advisors LLC46,850$2.45M0.8%-8.8%0.009%
7/16/2025 Dakota Wealth Management635,558$33.27M0.7%+39.1%0.125%
7/16/2025 Perigon Wealth Management LLC65,283$3.42M0.1%-11.2%0.013%
A grave, grave error. (Ad)

I thought what happened 25 years ago was a once- in-a-lifetime event… but how wrong I was. Because here we are, a quarter of a century later, almost to the exact day, and it’s happening again.

7/16/2025 Octavia Wealth Advisors LLC2,064,818$108.07M12.3%+3.5%0.407%
7/16/2025 Magnus Financial Group LLC1,770,576$92.67M8.1%+2.7%0.349%
7/16/2025 Motive Wealth Advisors138,516$7.25M3.3%+26.3%0.027%
7/15/2025 LeConte Wealth Management LLC12,786$669K0.5%-12.3%0.003%
7/15/2025 McAdam LLC330,910$17.32M0.9%+23.1%0.065%
7/15/2025 Signet Financial Management LLC510,733$26.73M3.4%-6.6%0.101%
7/15/2025 TD Private Client Wealth LLC2,602$136K0.0%N/A0.001%
7/15/2025 Mather Group LLC.12,227$640K0.0%+72.2%0.002%
7/15/2025 Lynch & Associates IN150,508$7.88M1.6%+1.9%0.030%
7/15/2025 BCS Wealth Management176,959$9.26M2.0%+2.8%0.035%
7/15/2025 Norden Group LLC44,416$2.33M0.3%+25.9%0.009%
7/15/2025 Legacy Financial Group LLC243,837$12.76M1.8%+16.8%0.048%
7/15/2025 Accurate Wealth Management LLC7,100$377K0.1%+29.3%0.001%
7/15/2025 Axis Wealth Partners LLC47,775$2.50M1.6%+25.0%0.009%
7/15/2025 Fifth Third Bancorp262,582$13.74M0.0%-0.3%0.052%
7/15/2025 Retirement Income Solutions Inc44,295$2.32M0.4%-10.5%0.009%
7/15/2025 Eaton Financial Holdings Company LLC253,953$13.29M4.1%-8.7%0.050%
7/15/2025 Gunma Bank Ltd.163,200$8.54M2.8%-7.4%0.032%
7/15/2025 Hofer & Associates. Inc209,027$10.94M6.8%+2.0%0.041%
7/15/2025 CGN Advisors LLC830,617$43.47M3.9%+8.2%0.164%
7/14/2025 Occidental Asset Management LLC106,574$5.58M0.8%+2.7%0.021%
7/14/2025 E&G Advisors LP32,442$1.70M0.4%-0.6%0.006%
7/14/2025 Opal Wealth Advisors LLC51,319$2.69M0.7%+7.0%0.010%
7/14/2025 Buttonwood Financial Group LLC102,531$5.42M2.7%+2.0%0.020%
7/14/2025 Brady Martz Wealth Solutions LLC59,176$3.10M0.6%-3.3%0.012%
7/14/2025 AdvisorNet Financial Inc48,053$2.52M0.2%+3.3%0.009%
7/14/2025 Chris Bulman Inc4,120$216K0.1%-26.1%0.001%
7/14/2025 McGlone Suttner Wealth Management Inc.17,367$909K0.1%-36.3%0.003%
7/14/2025 Cobblestone Asset Management LLC162,352$8.50M4.5%+5.0%0.032%
7/14/2025 Park Avenue Securities LLC106,305$5.56M0.1%+7.6%0.021%
7/14/2025 Sterling Group Wealth Management LLC108,559$5.68M3.1%-42.2%0.021%
7/14/2025 Sowell Financial Services LLC15,645$819K0.0%-7.4%0.003%
7/11/2025 Williams Financial LLC354,528$18.56M20.2%-15.2%0.070%
7/11/2025 Farther Finance Advisors LLC154,854$8.11M0.2%+22.9%0.031%
7/11/2025 Silver Oak Securities Incorporated336,728$17.62M1.4%+22.2%0.066%
7/11/2025 Windsor Capital Management LLC344,305$18.02M5.3%+1.0%0.068%
7/11/2025 Pinnacle Bancorp Inc.10,746$562K0.2%-12.7%0.002%
7/11/2025 Lantz Financial LLC14,657$767K0.2%+7.3%0.003%
7/11/2025 AA Financial Advisors LLC135,009$7.07M1.5%-4.9%0.027%
7/11/2025 Bell Bank1,516,195$79.36M3.7%+5.1%0.299%
7/10/2025 Oliver Lagore Vanvalin Investment Group1,076$55K0.0%N/A0.000%
7/10/2025 YHB Investment Advisors Inc.8,581$449K0.0%N/A0.002%
7/10/2025 HF Advisory Group LLC12,645$662K0.3%+2.2%0.002%
7/10/2025 Redhawk Wealth Advisors Inc.20,309$1.06M0.1%-58.6%0.004%
7/10/2025 Baker Tilly Wealth Management LLC13,716$718K0.3%-20.9%0.003%
7/10/2025 Exchange Traded Concepts LLC695,083$36.38M0.4%N/A0.137%
7/10/2025 Wealth Enhancement Advisory Services LLC4,456,511$237.13M0.4%+26.1%0.878%
7/10/2025 Atticus Wealth Management LLC272,487$14.26M3.9%+0.9%0.054%
7/10/2025 Sharkey Howes & Javer84,663$4.43M0.6%+9.1%0.017%
7/10/2025 Capital Advisory Group Advisory Services LLC133,154$6.97M2.5%+9.0%0.026%
A grave, grave error. (Ad)

I thought what happened 25 years ago was a once- in-a-lifetime event… but how wrong I was. Because here we are, a quarter of a century later, almost to the exact day, and it’s happening again.

7/10/2025 Tompkins Financial Corp526$28K0.0%+4,681.8%0.000%
7/10/2025 Uptown Financial Advisors LLC142,144$7.44M6.4%+9.8%0.028%
7/10/2025 Farmers & Merchants Trust Co of Chambersburg PA59,458$3.11M1.0%+153.0%0.012%
7/10/2025 Signal Advisors Wealth LLC281,530$14.74M1.2%-41.2%0.055%
7/9/2025 Towerpoint Wealth LLC21,306$1.12M0.5%-3.0%0.004%
7/9/2025 Seaside Wealth Management Inc.38,594$2.02M0.6%-8.5%0.008%
7/9/2025 Affinity Capital Advisors LLC36,093$1.89M0.3%+174.4%0.007%
7/9/2025 Westbourne Investments Inc.4,075$213K0.1%N/A0.001%
7/9/2025 Breakwater Capital Group55,154$2.89M0.5%+1.6%0.011%
7/9/2025 Balefire LLC10,297$539K0.1%N/A0.002%
(Data available from 1/1/2016 forward)

SPYV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SPYV shares?

During the previous two years, 1,090 institutional investors and hedge funds held shares of SPDR Portfolio S&P 500 Value ETF. The most heavily invested institutionals were Financial Engines Advisors L.L.C. ($4.02B), LPL Financial LLC ($2.12B), Demars Financial Group LLC ($887.61M), Allworth Financial LP ($790.93M), Ameriprise Financial Inc. ($458.76M), Valmark Advisers Inc. ($405.75M), and JPMorgan Chase & Co. ($347.33M).Learn more on SPDR Portfolio S&P 500 Value ETF's institutional investors.

Which institutional investors have been buying SPDR Portfolio S&P 500 Value ETF's stock?

Of the 959 institutional investors that purchased SPDR Portfolio S&P 500 Value ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Williams Financial LLC ($43.01M), Demars Financial Group LLC ($17.38M), LPL Financial LLC ($10.55M), Envestnet Asset Management Inc. ($9.32M), Raymond James Financial Inc. ($5.74M), Dynasty Wealth Management LLC ($5.52M), and Financial Engines Advisors L.L.C. ($5.40M).

How much institutional buying is happening at SPDR Portfolio S&P 500 Value ETF?

Institutional investors have bought a total of 114,617,481 shares in the last 24 months. This purchase volume represents approximately $5.87B in transactions.

Which of SPDR Portfolio S&P 500 Value ETF's major shareholders have been selling company stock?

Of the 485 institutional investors that sold SPDR Portfolio S&P 500 Value ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Envestnet Asset Management Inc. ($8.43M), Allworth Financial LP ($4.16M), Clark Capital Management Group Inc. ($3.17M), Bank of America Corp DE ($1.71M), Advisory Alpha LLC ($1.59M), Independent Advisor Alliance ($1.53M), and Orion Portfolio Solutions LLC ($1.15M).

How much institutional selling is happening at SPDR Portfolio S&P 500 Value ETF?

Institutional investors have sold a total of 44,174,537 shares in the last 24 months. This volume of shares sold represents approximately $2.26B in transactions.



This page (NYSEARCA:SPYV) was last updated on 7/19/2025 by MarketBeat.com Staff
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