SPDR Portfolio S&P 500 Value ETF (SPYV) Institutional Ownership $60.11 -0.13 (-0.22%) As of 05/19/2026 04:10 PM Eastern Add Compare Share Share Ownership Stock AnalysisChartDividendHeadlinesHoldingsOwnershipRatingsShort InterestBuy This Stock Institutional Ownership Changes (13F Filings) for SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV)Number ofInstitutional Buyers(last 12 months)825TotalInstitutional Inflows(last 12 months)$4.44BNumber ofInstitutional Sellers(last 12 months)516TotalInstitutional Outflows(last 12 months)$3.19B Get SPYV Insider Trade Alerts Want to know when executives and insiders are buying or selling SPDR Portfolio S&P 500 Value ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. 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Skip Chart & View Institutional Buying and Selling Data SPYV Institutional Buying and Selling by Quarter SPDR Portfolio S&P 500 Value ETF Major Shareholders & Ownership History ExportReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails5/19/2026Western Wealth Management LLC479,814$27.15M1.0%+8.4%0.085% 5/19/2026Mascagni Wealth Management Inc.5,811$329K0.2%-2.9%0.001% 5/19/2026 NewEdge Advisors LLC118,261$6.69M0.1%-79.1%0.021% 5/19/2026 Bank of America Corp DE7,235,309$409.37M0.0%-5.6%1.288% 5/19/2026 Edgestream Partners L.P.6,013$340K0.0%-49.1%0.001% 5/19/2026Financial Insights Inc.17,818$1.01M0.3%+6.9%0.003% 5/19/2026 Arkadios Wealth Advisors43,137$2.44M0.0%+19.0%0.008% 5/19/2026 IFS Group LLC3,976$225K0.2%N/A0.001% 5/19/2026 Arete Wealth Advisors LLC82,370$4.66M0.3%-38.7%0.015% 5/18/2026 Royal Bank of Canada4,298,247$243.19M0.0%-28.4%0.765% Get the Latest News and Ratings for SPYV and Related StocksEnter your email address below to receive the latest news and analysts' ratings for SPDR Portfolio S&P 500 Value ETF and its competitors with MarketBeat's FREE daily newsletter. 5/18/2026 Empowered Funds LLC26,638$1.51M0.0%+295.9%0.005% 5/18/2026 Evelyn Partners Asset Management Ltd806$46K0.0%N/A0.000% 5/16/2026 The Manufacturers Life Insurance Company 330,844$18.72M0.0%N/A0.059% 5/16/2026 Glen Eagle Advisors LLC60,360$3.42M0.5%-2.8%0.011% 5/16/2026 Quantinno Capital Management LP77,253$4.37M0.0%+35.3%0.014% 5/15/2026 Gateway Wealth Partners LLC366,709$20.75M0.8%+175.2%0.065% 5/15/2026 Everest Financial Group LLC6,519$369K0.1%N/A0.001% 5/15/2026 Waverly Advisors LLC845,713$47.85M0.4%+5.2%0.150% 5/15/2026 Asset Management Group Inc.92,328$5.22M0.8%-2.5%0.016% 5/15/2026 Wealth Alliance LLC4,506$255K0.0%-5.7%0.001% 5/14/2026 Renaissance Technologies LLC12,900$730K0.0%N/A0.002% 5/14/2026 Pennington Partners & CO. LLC14,263$807K0.3%+150.1%0.003% 5/14/2026 Compound Planning Inc.37,232$2.11M0.1%+472.8%0.007% 5/14/2026 Klingman & Associates LLC1,173,507$66.40M3.2%-1.8%0.209% 5/14/2026 Modern Wealth Management LLC439,225$24.88M0.4%-3.1%0.078% 5/14/2026 Gibbs Wealth Management434,660$24.59M3.2%+130.1%0.077% 5/14/2026 Sei Investments Co.11,150$631K0.0%+4.3%0.002% 5/14/2026 Lido Advisors LLC152,832$8.65M0.0%-43.8%0.027% 5/13/2026 Cetera Investment Advisers4,205,952$237.97M0.3%+5.8%0.748% 5/13/2026 American Investment Services Inc.58,647$3.32M0.7%-1.0%0.010% 5/13/2026 Measured Wealth Private Client Group LLC414,214$23.44M6.4%-3.5%0.074% 5/13/2026 Signature Equity Partners LLC500$28K0.0%+163.2%0.000% 5/13/2026 NewEdge Wealth LLC12,584$712K0.0%+8.7%0.002% 5/13/2026 Wiregrass Investment Management LLC33,296$1.88M1.6%+7.7%0.006% 5/13/2026 Alesco Advisors LLC An ESL Co377,563$21.36M0.5%-5.1%0.067% 5/13/2026 First Trust Advisors LP12,735$721K0.0%+6.6%0.002% 5/8/2026 PNC Financial Services Group Inc.67,772$3.84M0.0%+124.4%0.012% 5/7/2026 Florida Financial Advisors LLC53,282$3.02M0.7%+25.1%0.009% 5/7/2026 Cornerstone Advisors Asset Management LLC40,070$2.27M0.3%-1.3%0.007% 5/7/2026 Wells Financial Advisors INC19,525$1.11M5.0%-32.8%0.003% Read now. 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Inc.15,628$884K0.0%-1.5%0.003% 5/7/2026 Scarborough Advisors LLC460,215$26.04M2.9%-29.2%0.082% 5/7/2026 Balefire LLC41,883$2.37M0.4%+26.4%0.007% 5/7/2026 Koss Olinger Consulting LLC118,132$6.68M0.6%-82.9%0.021% 5/7/2026 Spartan Wealth Advisory Services LLC3,627$205K0.0%N/A0.001% 5/7/2026 Palladiem LLC70,801$4.12M3.9%-8.4%0.013% 5/6/2026 Ceera Investments LLC79,430$4.49M2.0%-6.9%0.014% 5/6/2026 Simon Quick Advisors LLC1,529,979$86.57M4.0%+0.2%0.272% 5/6/2026 Kera Capital Partners Inc.59,648$3.38M0.4%+2.8%0.011% 5/6/2026 Modera Wealth Management LLC128,677$7.28M0.1%+5.4%0.023% 5/6/2026 Advisortrust Partners LLC518$29K0.0%N/A0.000% 5/6/2026 Assetmark Inc.303,562$17.18M0.0%-12.8%0.054% 5/6/2026 Main Street Group LTD1,648$93K0.0%N/A0.000% 5/6/2026 Angeles Wealth Management LLC2,198,037$124.37M6.8%+6.1%0.391% 5/6/2026 SteelPeak Wealth LLC105,113$5.95M0.2%+271.2%0.019% 5/6/2026 Independent Financial Group LLC156,243$8.84M0.3%N/A0.028% 5/6/2026 Frazier Financial Advisors LLC13,940$789K0.4%+10.5%0.002% 5/5/2026 Sharpepoint LLC98,877$5.59M3.3%+1.1%0.018% 5/5/2026 RFG Bristol Wealth Advisors LLC99,099$5.61M1.5%+8.8%0.018% 5/5/2026 Navigation Group LLC544,619$30.82M7.2%N/A0.097% 5/5/2026 Bank of New York Mellon Corp96,511$5.46M0.0%-12.0%0.017% 5/5/2026 IMC Chicago LLC7,602$430K0.0%-28.3%0.001% 5/5/2026 Collaborative Wealth Managment Inc.105,937$5.99M2.8%-44.9%0.019% 5/5/2026 Geneos Wealth Management Inc.591,221$33.45M0.8%+0.6%0.105% 5/5/2026 Signet Financial Management LLC508,306$28.76M3.2%-0.5%0.090% 5/5/2026 SouthState Bank Corp1,000$57K0.0%N/A0.000% 5/5/2026 Sanctuary Advisors LLC319,639$18.09M0.1%-3.2%0.057% 5/5/2026 Sigma Planning Corp20,599$1.17M0.0%-1.7%0.004% 5/5/2026 1ST Source Bank45,624$2.58M0.1%-3.6%0.008% 5/5/2026 Wealthgarden F.S. LLC55,484$3.14M2.1%-11.7%0.010% 5/5/2026 Nwam LLC3,562$202K0.0%-4.7%0.001% 5/5/2026 Fell Capital Management ADV40,059$2.27M2.2%+62.8%0.007% 5/5/2026 Avantax Planning Partners Inc.544,900$30.83M0.8%+0.9%0.097% 5/4/2026 Milestones Private Investment Advisors LLC38,629$2.19M1.9%+8.4%0.007% 5/4/2026 Retirement Planning Group LLC320,005$18.11M0.6%-1.2%0.057% 5/4/2026 Sterling Group Wealth Management LLC97,422$5.51M2.6%-2.6%0.017% 5/4/2026 Lutz Financial Services LLC2,434,676$137.75M9.3%+2.0%0.433% 5/4/2026 Empirical Financial Services LLC d.b.a. Empirical Wealth Management53,238$3.01M0.1%+19.2%0.009% 5/4/2026 Integrity Wealth Solutions LLC28,055$1.59M0.6%+1.2%0.005% 5/4/2026 Archer Investment Corp2,547$144K0.0%+68.7%0.000% 5/4/2026 NWF Advisory Services Inc.6,672$378K0.0%+24.1%0.001% 5/4/2026 Chicago Partners Investment Group LLC61,259$3.61M0.1%+4.1%0.011% 5/4/2026 Uptick Partners LLC39,237$2.22M0.4%+70.4%0.007% 5/4/2026 Hibernia Wealth Partners LLC4,043$229K0.1%N/A0.001% 5/4/2026 CORDA Investment Management LLC.59,968$3.39M0.2%+5.3%0.011% 5/4/2026 Lifeworks Advisors LLC30,458$1.72M0.2%-3.7%0.005% 5/4/2026 Procyon Advisors LLC5,483$310K0.0%N/A0.001% 5/2/2026 CAP Partners LLC49,121$2.78M1.6%+15.3%0.009% 5/2/2026 Global Assets Advisory LLC3,742$212K0.1%N/A0.001% 5/2/2026 International Assets Investment Management LLC8,476$480K0.0%+39.1%0.002% Iran's New Leader Just Said Something That Should Terrify Every American (Ad)Iran's Supreme Leader has declared the Strait of Hormuz closed as leverage against the U.S. - and with 40% of the world's oil passing through that corridor, crude has already crossed $100 per barrel. History shows gold surged 571% during the 1973 oil crisis and 425% in 1979. Today, the U.S. holds 8,133 tonnes of gold valued on the books at $42.22 per ounce - while gold trades above $5,000. American Alternative Assets has released The Great Gold Reset report detailing what this gap could mean for investors.Claim your free copy of The Great Gold Reset report today5/2/2026 Castleview Partners LLC12,733$720K0.4%+4.4%0.002% 5/2/2026 Diversify Wealth Management LLC2,618,389$154.88M2.8%+48.7%0.466% 5/2/2026 Valmark Advisers Inc.8,996,058$509.00M6.0%+2.9%1.601% 5/1/2026 Seaside Wealth Management Inc.35,687$2.02M0.6%-2.0%0.006% 5/1/2026 Citizens Financial Group Inc. RI66,632$3.77M0.1%-21.0%0.012% 5/1/2026 Fifth Third Bancorp394,338$22.31M0.0%+32.6%0.070% 5/1/2026 Sovran Advisors LLC57,212$3.43M0.3%+5.1%0.010% 5/1/2026 Rossmore Private Capital10,693$605K0.1%-11.6%0.002% 5/1/2026 WealthShield Partners LLC27,152$1.54M0.2%-2.2%0.005% 5/1/2026 Simplicity Wealth LLC47,564$2.69M0.2%-16.5%0.008% SPYV Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of SPYV shares? During the previous two years, 1,263 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. ($4.65B), LPL Financial LLC ($2.12B), Morgan Stanley ($1.12B), Allworth Financial LP ($1.12B), Goldman Sachs Group Inc. ($1.02B), Valmark Advisers Inc. ($509.00M), and Ameriprise Financial Inc. ($474.57M).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 1,126 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 ($42.33M), Demars Financial Group LLC ($17.09M), Morgan Stanley ($10.78M), LPL Financial LLC ($7.97M), Raymond James Financial Inc. ($6.00M), Horizon Investments LLC ($4.58M), and Vantagepoint Investment Advisers LLC ($4.46M). How much institutional buying is happening at SPDR Portfolio S&P 500 Value ETF? Institutional investors have bought a total of 80,413,468 shares in the last 24 months. This purchase volume represents approximately $4.44B in transactions. Which of SPDR Portfolio S&P 500 Value ETF's major shareholders have been selling company stock? Of the 516 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 ($17.33M), Goldman Sachs Group Inc. ($4.33M), Franklin Resources Inc. ($3.93M), Nicolet Advisory Services LLC ($1.96M), Laurel Wealth Advisors LLC ($1.77M), Royal Bank of Canada ($1.71M), and Horizon Investments LLC ($1.12M). How much institutional selling is happening at SPDR Portfolio S&P 500 Value ETF? Institutional investors have sold a total of 58,728,594 shares in the last 24 months. This volume of shares sold represents approximately $3.19B in transactions. 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He just profits from it.Former hedge fund manager Larry Benedict generated $274 million in profits - and Barron's ranked his fund in t...Brownstone Research | SponsoredALERT: Drop these 5 stocks before the market opens tomorrow!The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings researc...Weiss Ratings | Sponsored Adding Choose a watchlist: Watchlist Adding You have already added ten stocks to your watchlist. Upgrade to MarketBeat All Access to add more stocks to your watchlist. Adding SPDR Portfolio S&P 500 Value ETF Please log in to your account or sign up in order to add this asset to your watchlist. Share SPDR Portfolio S&P 500 Value ETF With A Colleague Link copied to clipboard. Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. 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