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

SPDR Portfolio S&P 500 Value ETF logo
$55.87 +0.14 (+0.25%)
Closing price 10/8/2025 04:10 PM Eastern
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$55.85 -0.02 (-0.04%)
As of 04:06 AM Eastern
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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)
805
Total
Institutional Inflows
(last 12 months)
$6.25B
Number of
Institutional Sellers
(last 12 months)
514
Total
Institutional Outflows
(last 12 months)
$3.62B
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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
10/8/2025FCG Investment Co43,111$2.39M1.1%+8.9%0.008%
10/8/2025Patriot Financial Group Insurance Agency LLC12,982$718K0.1%+11.4%0.002%
10/8/2025Asset Allocation Strategies LLC90,791$5.02M1.0%-20.3%0.017%
10/8/2025RDA Financial Network34,038$1.88M0.5%+4.2%0.006%
10/8/2025Firethorn Wealth Partners LLC7,060$391K0.2%N/A0.001%
10/8/2025Partnership Wealth Management LLC139,542$7.72M5.9%+0.5%0.026%
10/8/2025Ignite Planners LLC132,375$7.32M1.2%-1.0%0.025%
10/8/2025KWB Wealth1,628,642$85.24M9.4%+10.8%0.303%
10/8/2025Integrated Capital Management Inc.15,860$878K0.6%+197.3%0.003%
10/8/2025Balefire LLC21,577$1.19M0.2%+109.5%0.004%
10/8/2025Accel Wealth Management4,517$250K0.1%-17.7%0.001%
10/7/2025 Cooper Financial Group104,243$5.77M0.6%-5.2%0.019%
10/7/2025 Heritage Family Offices LLP5,572$308K0.1%-4.3%0.001%
10/7/2025 Lynch & Associates IN154,921$8.57M1.7%+2.9%0.029%
10/7/2025 Family Legacy Financial Solutions LLC898$50K0.0%N/A0.000%
10/7/2025 Freestate Advisors LLC342,740$18.96M15.9%+4.8%0.064%
10/7/2025 Salem Investment Counselors Inc.1,018$56K0.0%+7,730.8%0.000%
10/7/2025 Friday Financial52,658$2.91M1.2%+1.6%0.010%
10/6/2025 City Center Advisors LLC110,046$6.09M5.9%+17.0%0.020%
10/6/2025 Sterling Group Wealth Management LLC100,589$5.57M2.8%-7.3%0.019%
10/6/2025 Inspirion Wealth Advisors LLC569,290$30.09M4.4%+6.2%0.106%
10/6/2025 Windsor Capital Management LLC345,332$19.11M5.3%+0.3%0.064%
10/6/2025 Clarus Wealth Advisors85,965$4.79M2.1%-2.6%0.016%
10/6/2025 Venture Visionary Partners LLC7,398$409K0.0%-94.6%0.001%
10/1/2025 Hobart Private Capital LLC235,375$13.02M2.7%-0.1%0.046%
9/26/2025Corient Private Wealth LLC938,475$49.12M0.1%+3.9%0.183%
9/26/2025Capital A Wealth Management LLC1,853$97K1.0%+5,047.2%0.000%
9/22/2025Caldwell Trust Co13,699$717K0.1%N/A0.003%
9/11/2025Milestones Private Investment Advisors LLC38,177$2.00M1.5%N/A0.007%
9/4/2025Osaic Holdings Inc.3,727,553$195.08M0.3%-4.0%0.727%
8/29/2025Evolution Wealth Management Inc.2,726$143K0.2%N/A0.001%
8/27/2025Orion Porfolio Solutions LLC93,910$4.92M0.0%-42.1%0.018%
8/26/2025Thrivent Financial for Lutherans14,787$774K0.0%-97.6%0.003%
8/25/2025Promus Capital LLC191,665$10.03M6.5%+22.4%0.037%
8/25/2025Silverlake Wealth Management LLC7,093$371K0.1%N/A0.001%
8/22/2025TT Capital Management LLC21,266$1.06M0.4%N/A0.004%
8/20/2025Coppell Advisory Solutions LLC30,302$1.58M0.2%N/A0.006%
8/19/2025B. Riley Wealth Advisors Inc.4,975$260K0.0%N/A0.001%
8/19/2025Cape Investment Advisory Inc.6,391$335K0.1%+4.0%0.001%
8/19/2025Advisory Services Network LLC21,921$1.16M0.0%+4.7%0.004%
8/18/2025Tyler Stone Wealth Management75,299$3.94M0.6%-1.6%0.015%
8/18/2025Tactive Advisors LLC5,000$262K0.1%N/A0.001%
8/18/2025N.E.W. Advisory Services LLC1,372,477$71.84M7.0%-27.8%0.268%
8/18/2025Geneos Wealth Management Inc.562,442$29.44M0.7%+3.0%0.110%
8/18/2025Kestra Investment Management LLC8,168$428K0.0%+26.8%0.002%
8/16/2025Evergreen Capital Management LLC7,469$391K0.0%N/A0.001%
8/15/2025Tower Research Capital LLC TRC 10,320$540K0.0%-61.9%0.002%
8/15/2025First Heartland Consultants Inc.350,380$18.34M1.6%+4.5%0.068%
8/15/2025Asset Allocation Strategies LLC113,946$5.96M1.1%-32.1%0.022%
8/15/2025Corient Private Wealth LLC1,838,839$96.25M0.1%+103.6%0.359%
8/15/2025Equitable Holdings Inc.4,879,270$255.38M2.1%+10.0%0.952%
8/15/2025Florida Financial Advisors LLC94,485$5.00M1.6%-19.9%0.018%
8/15/2025Optimist Retirement Group LLC231,117$12.10M5.8%-0.8%0.045%
8/15/2025Captrust Financial Advisors71,921$3.76M0.0%-1.1%0.014%
8/15/2025Lantern Wealth Advisors LLC14,465$757K0.4%N/A0.003%
8/15/2025Visionary Wealth Advisors416,777$21.81M1.1%+4.5%0.081%
8/15/2025Tidal Investments LLC43,000$2.25M0.0%-17.2%0.008%
8/15/2025Scott Marsh Financial LLC17,402$911K0.3%N/A0.003%
8/15/2025Smartleaf Asset Management LLC18,083$942K0.1%+477.2%0.004%
8/15/2025Redwood Financial Network Corp28,453$1.49M1.0%+3.6%0.006%
8/15/2025Redwood Investment Management LLC26,620$1.39M0.1%-1.2%0.005%
8/15/2025Orion Porfolio Solutions LLC93,910$4.92M0.0%-42.1%0.018%
8/15/2025MML Investors Services LLC909,779$47.62M0.1%+20.1%0.178%
8/15/2025Mission Creek Capital Partners Inc.6,273$328K0.1%-4.5%0.001%
8/15/2025Modern Wealth Management LLC836,916$43.80M1.1%-36.0%0.163%
8/15/2025HRT Financial LP62,533$3.27M0.0%+543.3%0.012%
8/15/2025IHT Wealth Management LLC1,339,077$70.09M1.9%+12.6%0.261%
8/15/2025Great Valley Advisor Group Inc.545,177$28.53M0.6%+5.9%0.106%
8/15/2025Gallagher Fiduciary Advisors LLC6,506$341K0.0%+26.1%0.001%
8/15/2025Garden State Investment Advisory Services LLC11,118$582K0.1%-36.7%0.002%
8/15/2025EP Wealth Advisors LLC48,010$2.51M0.0%+11.6%0.009%
8/15/2025Benjamin Edwards Inc.1,596,810$83.58M1.1%+24.1%0.312%
8/15/2025BNP Paribas Financial Markets32,000$1.68M0.0%-86.3%0.006%
8/15/2025Bank of America Corp DE6,478,462$339.08M0.0%+5.5%1.264%
8/15/2025AQR Capital Management LLC91,561$4.79M0.0%+39.1%0.018%
8/15/2025Ameriprise Financial Inc.8,271,005$432.85M0.1%-7.9%1.614%
8/14/2025Connecticut Wealth Management LLC3,051,332$159.71M7.6%+11.4%0.595%
8/14/2025Graney & King LLC59,213$3.10M2.1%-81.5%0.012%
8/14/2025Ausdal Financial Partners Inc.32,084$1.68M0.1%-21.2%0.006%
8/14/2025Raymond James Financial Inc.5,821,052$304.67M0.1%+1.4%1.136%
8/14/2025Darwin Wealth Management LLC2,877$151K0.1%N/A0.001%
8/14/2025Quantinno Capital Management LP43,879$2.30M0.0%-27.4%0.009%
8/14/2025Diversify Wealth Management LLC910,472$48.91M3.0%+12.2%0.178%
8/14/2025Diversify Advisory Services LLC385,994$20.74M0.8%+29.2%0.075%
8/14/2025Peapack Gladstone Financial Corp5,644$295K0.0%N/A0.001%
8/14/2025Tennessee Valley Asset Management Partners711,937$37.26M9.5%+3.1%0.139%
8/14/2025Hamilton Capital LLC414,863$21.71M1.2%+4.3%0.081%
8/14/2025Faithward Advisors LLC49,001$2.57M0.4%+4.2%0.010%
8/14/2025Sei Investments Co.9,194$481K0.0%-12.8%0.002%
8/14/2025Frisch Financial Group Inc.20,017$1.05M0.3%+111.1%0.004%
8/14/2025Potentia Wealth418,146$21.89M12.5%+7.4%0.082%
8/14/2025NewEdge Advisors LLC564,782$29.56M0.2%+9.9%0.110%
8/14/2025Pecaut & CO.181,480$9.50M3.2%+5.0%0.035%
8/14/2025Qube Research & Technologies Ltd10,800$565K0.0%+28.5%0.002%
8/14/2025Hunting Hill Global Capital LLC183,379$9.60M2.6%N/A0.036%
8/14/2025Sentinus LLC6,782$355K0.1%N/A0.001%
8/14/2025Acorn Wealth Advisors LLC9,090$476K0.2%+10.8%0.002%
8/14/2025Gerber Kawasaki Wealth & Investment Management2,096,598$109.74M4.2%+4.2%0.409%
8/14/2025SVB Wealth LLC65,766$3.44M0.2%-23.3%0.013%
8/14/2025Vertex Planning Partners LLC54,259$2.84M0.6%+1.3%0.011%
(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, 1,122 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), Valmark Advisers Inc. ($432.94M), Ameriprise Financial Inc. ($432.85M), JPMorgan Chase & Co. ($376.41M), and Bank of America Corp DE ($339.08M).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 1,003 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. ($5.82M), Dynasty Wealth Management LLC ($5.52M), and Bank of New York Mellon Corp ($4.53M).

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

Institutional investors have bought a total of 120,620,737 shares in the last 24 months. This purchase volume represents approximately $6.22B in transactions.

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

Of the 511 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), Franklin Resources Inc. ($3.42M), Clark Capital Management Group Inc. ($3.17M), Bank of America Corp DE ($1.71M), and Advisory Alpha LLC ($1.59M).

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

Institutional investors have sold a total of 69,990,723 shares in the last 24 months. This volume of shares sold represents approximately $3.62B in transactions.


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This page (NYSEARCA:SPYV) was last updated on 10/9/2025 by MarketBeat.com Staff
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