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

SPDR Portfolio S&P 500 Value ETF logo
$53.31 +0.44 (+0.83%)
Closing price 08/8/2025 04:10 PM Eastern
Extended Trading
$53.26 -0.05 (-0.08%)
As of 08/8/2025 07:16 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.
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Institutional Ownership Changes (13F Filings) for SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV)

Number of
Institutional Buyers
(last 12 months)
776
Total
Institutional Inflows
(last 12 months)
$5.92B
Number of
Institutional Sellers
(last 12 months)
497
Total
Institutional Outflows
(last 12 months)
$3.27B
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SPYV Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/8/2025 Financial Gravity Companies Inc.170,978$8.95M1.4%N/A0.034%
8/8/2025 KM Capital Management Ltd.11,215$587K0.3%+69.8%0.002%
8/8/2025 Rockefeller Capital Management L.P.262,373$13.73M0.0%+1.7%0.052%
8/8/2025 Kingsview Wealth Management LLC260,687$13.64M0.2%+0.5%0.051%
8/8/2025 Collaborative Wealth Managment Inc.193,124$10.11M4.4%+2.1%0.038%
8/8/2025 Horizon Family Wealth Inc.98,160$5.14M3.1%+7.7%0.019%
8/8/2025 Avantax Advisory Services Inc.441,220$23.09M0.1%+0.9%0.087%
8/8/2025 Thoroughbred Financial Services LLC6,352$332K0.0%-30.2%0.001%
8/8/2025 Cetera Investment Advisers3,709,949$194.18M0.3%+14.3%0.729%
8/8/2025 New England Capital Financial Advisors LLC211,921$11.09M5.1%-0.3%0.042%
8/8/2025 Creative Planning656,509$34.36M0.0%-4.3%0.129%
8/8/2025 WealthShield Partners LLC32,714$1.71M0.2%-8.4%0.006%
8/8/2025 Truepoint Inc.7,271$381K0.0%+3.4%0.001%
8/8/2025 Meridian Wealth Management LLC251,319$13.15M0.6%-0.9%0.049%
8/8/2025 Empower Advisory Group LLC9,392$492K0.0%+26.4%0.002%
8/8/2025 Foundations Investment Advisors LLC92,899$4.86M0.1%+8.9%0.018%
8/8/2025 Prospect Financial Services LLC9,274$485K0.3%-23.3%0.002%
8/8/2025 Wrapmanager Inc.202,031$10.57M2.6%-3.4%0.040%
8/8/2025 Jacksonville Wealth Management LLC30,824$1.61M1.3%N/A0.006%
8/8/2025 Capstone Financial Advisors Inc.5,387$282K0.0%N/A0.001%
8/8/2025 Advisors Capital Management LLC20,979$1.10M0.0%+2.2%0.004%
8/8/2025 Ignite Planners LLC133,758$7.07M1.0%+3.8%0.026%
8/8/2025 Leicht Financial Planning & Wealth Management Inc.555,096$29.05M13.8%+26.2%0.109%
8/8/2025 Phoenix Wealth Advisors105,210$5.51M2.3%-10.9%0.021%
8/8/2025 Oak Harvest Investment Services187,169$9.80M1.2%-2.6%0.037%
8/8/2025 Evolution Wealth Advisors LLC5,900$309K0.0%N/A0.001%
8/8/2025 Intrua Financial LLC29,827$1.56M0.2%-32.6%0.006%
8/8/2025 Good Life Advisors LLC1,284,416$67.23M4.2%-3.3%0.252%
8/8/2025 Better Money Decisions LLC36,647$1.92M1.2%+3.0%0.007%
8/8/2025 Accredited Investors Inc.788,483$41.27M2.4%-4.7%0.155%
8/8/2025 PNC Financial Services Group Inc.30,316$1.59M0.0%-1.6%0.006%
8/8/2025 ERTS Wealth Advisors LLC469,660$24.58M8.5%-53.7%0.092%
8/8/2025 Advyzon Investment Management LLC13,538$709K0.2%N/A0.003%
8/7/2025 Verus Capital Partners LLC266,962$13.97M1.2%+7.1%0.052%
8/7/2025 Cascade Financial Partners LLC4,000$209K0.0%-23.5%0.001%
8/7/2025 Allworth Financial LP16,630,130$870.42M4.2%+2.6%3.268%
8/7/2025 Americana Partners LLC4,386$230K0.0%N/A0.001%
8/7/2025 Altman Advisors Inc.132,856$6.95M2.6%+2.2%0.026%
8/7/2025 Fountainhead AM LLC46,553$2.44M0.4%N/A0.009%
8/7/2025 Fidelis Capital Partners LLC31,493$1.66M0.2%+13.3%0.006%
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8/7/2025 PFG Advisors74,611$3.91M0.1%+113.5%0.015%
8/7/2025 Arbor Trust Wealth Advisors LLC107,243$5.61M2.7%-12.3%0.021%
8/7/2025 1ST Source Bank47,608$2.49M0.1%+3.6%0.009%
8/6/2025 ZEGA Investments LLC4,536$237K0.0%+10.8%0.001%
8/6/2025 Prospera Financial Services Inc61,393$3.21M0.1%-0.7%0.012%
8/6/2025 Bensler LLC133,986$7.01M0.8%+6.0%0.026%
8/6/2025 AE Wealth Management LLC2,608,841$136.55M1.0%+22.6%0.513%
8/6/2025 Legacy Investment Solutions LLC688$36K0.0%N/A0.000%
8/6/2025 Wedbush Securities Inc.4,883$256K0.0%N/A0.001%
8/6/2025 Reston Wealth Management LLC221,412$11.59M4.1%-2.8%0.044%
8/6/2025 Destiny Capital Corp CO333,034$17.43M10.5%+7.4%0.065%
8/6/2025 Innealta Capital LLC47,198$2.47M1.3%+28.5%0.009%
8/6/2025 Savant Capital LLC188,256$9.85M0.1%-4.9%0.037%
8/6/2025 Valtinson Bruner Financial Planning LLC236,858$12.40M3.9%+6.6%0.047%
8/6/2025 Modera Wealth Management LLC126,386$6.62M0.1%+1.3%0.025%
8/6/2025 Soltis Investment Advisors LLC5,680$297K0.0%-20.4%0.001%
8/6/2025 Flagship Private Wealth LLC27,505$1.44M0.6%+0.7%0.005%
8/6/2025 Golden State Wealth Management LLC81,252$4.25M0.5%-1.1%0.016%
8/6/2025 Commonwealth Equity Services LLC1,484,953$77.72M0.1%+5.5%0.292%
8/6/2025 Strategic Financial Partners Ltd.348,842$18.26M8.5%+35.1%0.069%
8/6/2025 Able Wealth Management LLC16,819$880K0.4%N/A0.003%
8/6/2025 Atlantic Union Bankshares Corp684$36K0.0%N/A0.000%
8/6/2025 Convergence Financial LLC554,178$29.01M5.0%+7.1%0.109%
8/6/2025 RFG Bristol Wealth Advisors LLC85,139$4.46M1.4%+18.4%0.017%
8/5/2025 Fourth Dimension Wealth LLC20,465$1.07M0.5%+18.3%0.004%
8/5/2025 Arrowroot Family Office LLC4,928$258K0.1%N/A0.001%
8/5/2025 GPS Wealth Strategies Group LLC117,355$6.14M0.7%+3.6%0.023%
8/5/2025 Ellevest Inc.22,551$1.18M0.2%+1.3%0.004%
8/5/2025 TME Financial Inc.148,436$7.77M6.3%+6.1%0.029%
8/5/2025 Claro Advisors LLC6,924$362K0.1%+9.9%0.001%
8/5/2025 Integrity Wealth Solutions LLC27,039$1.42M0.7%+7.1%0.005%
8/5/2025 Cassaday & Co Wealth Management LLC14,624$765K0.0%-7.8%0.003%
8/5/2025 NewSquare Capital LLC232,312$12.16M0.9%+1.2%0.046%
8/5/2025 Rockline Wealth Management LLC3,935$206K0.0%N/A0.001%
8/5/2025 Key Financial Inc153,644$8.04M1.6%+8.1%0.030%
8/5/2025 Optivise Advisory Services LLC23,114$1.21M0.6%-2.9%0.005%
8/5/2025 Marion Wealth Management4,794$251K0.1%-84.6%0.001%
8/5/2025 Bank of New York Mellon Corp2,500,425$130.87M0.0%-21.3%0.491%
8/5/2025 Access Investment Management LLC1,050$55K0.0%N/A0.000%
8/5/2025 BCGM Wealth Management LLC14,018$734K0.2%-3.3%0.003%
8/5/2025 Compton Financial Group LLC972,397$50.90M13.2%+32.2%0.191%
8/5/2025 Tsfg LLC526,419$27.55M5.0%-16.5%0.103%
8/5/2025 Bank of Montreal Can37,619$1.97M0.0%-31.3%0.007%
8/5/2025 Snider Financial Group126,662$6.63M1.9%+4.7%0.025%
8/5/2025 Benchmark Financial Wealth Advisors LLC3,833$201K0.1%N/A0.001%
8/5/2025 Burney Co.66,513$3.48M0.1%+40.3%0.013%
8/5/2025 Ceera Investments LLC70,778$3.71M1.1%+211.5%0.014%
8/5/2025 Sigma Planning Corp22,042$1.15M0.0%+1.1%0.004%
8/5/2025 TIAA Trust National Association3,823,232$200.11M0.5%+30.6%0.751%
8/5/2025 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors4,294$225K0.0%-22.7%0.001%
Trump’s national nightmare is here (Ad)

Porter Stansberry and Jeff Brown say a new U.S. national emergency is already underway — and it could trigger the biggest forced rotation of capital since World War II. They reveal why Trump is mobilizing America’s tech giants… and name the two stocks most likely to soar as trillions shift behind the scenes.

Watch the National Emergency broadcast here
8/5/2025 Strategic Financial Concepts LLC989,774$51.81M7.3%+3,960.9%0.194%
8/5/2025 GHP Investment Advisors Inc.221,815$11.61M0.5%+3.3%0.044%
8/5/2025 Navalign LLC337,943$17.69M4.9%-2.4%0.066%
8/5/2025 Hills Bank & Trust Co475,061$24.87M1.6%+46.2%0.093%
8/5/2025 Summit Investment Advisory Services LLC32,486$1.70M1.4%+1.5%0.006%
8/5/2025 Lifeworks Advisors LLC31,700$1.66M0.2%-1.5%0.006%
8/4/2025 Balentine LLC887$46K0.0%-98.3%0.000%
8/4/2025 Crescent Sterling Ltd.8,493$445K0.5%-16.0%0.002%
8/4/2025 Hutchinson Financial Advisors INC30,588$1.60M0.7%N/A0.006%
8/4/2025 Great Lakes Retirement Inc.285,131$14.92M1.8%+1.5%0.056%
(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, 1,102 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), Allworth Financial LP ($870.42M), Ameriprise Financial Inc. ($458.76M), Valmark Advisers Inc. ($432.94M), JPMorgan Chase & Co. ($347.33M), and Morgan Stanley ($305.47M).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 982 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 ($9.65M), 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 114,934,539 shares in the last 24 months. This purchase volume represents approximately $5.92B in transactions.

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

Of the 497 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: Demars Financial Group LLC ($17.32M), Envestnet Asset Management Inc. ($8.75M), Allworth Financial LP ($4.16M), Clark Capital Management Group Inc. ($3.17M), Bank of America Corp DE ($1.71M), Advisory Alpha LLC ($1.59M), and Independent Advisor Alliance ($1.53M).

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

Institutional investors have sold a total of 63,285,854 shares in the last 24 months. This volume of shares sold represents approximately $3.27B in transactions.


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This page (NYSEARCA:SPYV) was last updated on 8/10/2025 by MarketBeat.com Staff
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