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

SPDR Portfolio S&P 500 Value ETF logo
$60.80 +0.19 (+0.31%)
As of 06/29/2026 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
826
Total
Institutional Inflows
(last 12 months)
$4.41B
Number of
Institutional Sellers
(last 12 months)
518
Total
Institutional Outflows
(last 12 months)
$3.19B
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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
6/24/2026Redwood Investment Management LLC25,827$1.46M0.2%-5.1%0.005%
6/18/2026Western Wealth Management LLC479,814$27.15M1.0%+8.4%0.085%
6/4/2026Town Capital LLC169,388$9.58M7.8%+104.0%0.030%
6/3/2026NewEdge Advisors LLC521,742$29.52M0.1%-8.0%0.093%
6/1/2026Foguth Wealth Management LLC.327,815$20.01M2.5%-14.0%0.058%
6/1/2026Financial Solutions Advisory Group Inc.8,460$479K0.1%N/A0.002%
5/29/2026Mullaney Keating & Wright Inc.6,956$394K0.2%-10.4%0.001%
5/28/2026Cozad Asset Management Inc.107,931$6.11M0.5%-1.5%0.019%
5/27/2026Alpha Capital Advisors Inc. ADV234,411$13.26M12.6%+1.5%0.042%
5/22/2026WNY Asset Management LLC6,370$360K0.0%N/A0.001%
5/22/2026Verus Capital Partners LLC305,401$17.28M1.2%+4.5%0.054%
5/21/2026Raab & Moskowitz Asset Management LLC53,893$3.05M0.7%-0.9%0.010%
5/21/2026JDM Financial Group LLC64,864$3.67M0.8%+0.8%0.012%
5/20/2026Cadia Private Client LLC11,349$642K0.5%+36.5%0.002%
5/20/2026Arete Wealth Advisors LLC82,370$4.66M0.3%-38.7%0.015%
5/20/2026SOA Wealth Advisors LLC.149,401$8.45M0.9%-4.9%0.027%
5/19/2026Western 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%
5/19/2026NewEdge Advisors LLC118,261$6.69M0.1%-79.1%0.021%
5/19/2026Bank of America Corp DE7,235,309$409.37M0.0%-5.6%1.288%
5/19/2026Edgestream 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%
5/19/2026Arkadios Wealth Advisors43,137$2.44M0.0%+19.0%0.008%
5/19/2026IFS Group LLC3,976$225K0.2%N/A0.001%
5/19/2026Arete Wealth Advisors LLC82,370$4.66M0.3%-38.7%0.015%
5/18/2026Royal Bank of Canada4,298,247$243.19M0.0%-28.4%0.765%
5/18/2026Empowered Funds LLC26,638$1.51M0.0%+295.9%0.005%
5/18/2026Evelyn Partners Asset Management Ltd806$46K0.0%N/A0.000%
5/16/2026The Manufacturers Life Insurance Company 330,844$18.72M0.0%N/A0.059%
5/16/2026Glen Eagle Advisors LLC60,360$3.42M0.5%-2.8%0.011%
5/16/2026Quantinno Capital Management LP77,253$4.37M0.0%+35.3%0.014%
5/15/2026Gateway Wealth Partners LLC366,709$20.75M0.8%+175.2%0.065%
5/15/2026Everest Financial Group LLC6,519$369K0.1%N/A0.001%
5/15/2026Waverly Advisors LLC845,713$47.85M0.4%+5.2%0.150%
5/15/2026Asset Management Group Inc.92,328$5.22M0.8%-2.5%0.016%
5/15/2026Wealth Alliance LLC4,506$255K0.0%-5.7%0.001%
5/14/2026Renaissance Technologies LLC12,900$730K0.0%N/A0.002%
5/14/2026Pennington Partners & CO. LLC14,263$807K0.3%+150.1%0.003%
5/14/2026Compound Planning Inc.37,232$2.11M0.1%+472.8%0.007%
5/14/2026Klingman & Associates LLC1,173,507$66.40M3.2%-1.8%0.209%
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5/14/2026Modern Wealth Management LLC439,225$24.88M0.4%-3.1%0.078%
5/14/2026Gibbs Wealth Management434,660$24.59M3.2%+130.1%0.077%
5/14/2026Sei Investments Co.11,150$631K0.0%+4.3%0.002%
5/14/2026Lido Advisors LLC152,832$8.65M0.0%-43.8%0.027%
5/13/2026Cetera Investment Advisers4,205,952$237.97M0.3%+5.8%0.748%
5/13/2026American Investment Services Inc.58,647$3.32M0.7%-1.0%0.010%
5/13/2026Measured Wealth Private Client Group LLC414,214$23.44M6.4%-3.5%0.074%
5/13/2026Signature Equity Partners LLC500$28K0.0%+163.2%0.000%
5/13/2026NewEdge Wealth LLC12,584$712K0.0%+8.7%0.002%
5/13/2026Wiregrass Investment Management LLC33,296$1.88M1.6%+7.7%0.006%
5/13/2026Alesco Advisors LLC An ESL Co377,563$21.36M0.5%-5.1%0.067%
5/13/2026First Trust Advisors LP12,735$721K0.0%+6.6%0.002%
5/8/2026PNC Financial Services Group Inc.67,772$3.84M0.0%+124.4%0.012%
5/7/2026Florida Financial Advisors LLC53,282$3.02M0.7%+25.1%0.009%
5/7/2026Cornerstone Advisors Asset Management LLC40,070$2.27M0.3%-1.3%0.007%
5/7/2026Wells Financial Advisors INC19,525$1.11M5.0%-32.8%0.003%
5/7/2026Lowe Brockenbrough & Co. Inc.15,628$884K0.0%-1.5%0.003%
5/7/2026Scarborough Advisors LLC460,215$26.04M2.9%-29.2%0.082%
5/7/2026Balefire LLC41,883$2.37M0.4%+26.4%0.007%
5/7/2026Koss Olinger Consulting LLC118,132$6.68M0.6%-82.9%0.021%
5/7/2026Spartan Wealth Advisory Services LLC3,627$205K0.0%N/A0.001%
5/7/2026Palladiem LLC70,801$4.12M3.9%-8.4%0.013%
5/6/2026Ceera Investments LLC79,430$4.49M2.0%-6.9%0.014%
5/6/2026Simon Quick Advisors LLC1,529,979$86.57M4.0%+0.2%0.272%
5/6/2026Kera Capital Partners Inc.59,648$3.38M0.4%+2.8%0.011%
5/6/2026Modera Wealth Management LLC128,677$7.28M0.1%+5.4%0.023%
5/6/2026Advisortrust Partners LLC518$29K0.0%N/A0.000%
5/6/2026Assetmark Inc.303,562$17.18M0.0%-12.8%0.054%
5/6/2026Main Street Group LTD1,648$93K0.0%N/A0.000%
5/6/2026Angeles Wealth Management LLC2,198,037$124.37M6.8%+6.1%0.391%
5/6/2026SteelPeak Wealth LLC105,113$5.95M0.2%+271.2%0.019%
5/6/2026Independent Financial Group LLC156,243$8.84M0.3%N/A0.028%
5/6/2026Frazier Financial Advisors LLC13,940$789K0.4%+10.5%0.002%
5/5/2026Sharpepoint LLC98,877$5.59M3.3%+1.1%0.018%
5/5/2026RFG Bristol Wealth Advisors LLC99,099$5.61M1.5%+8.8%0.018%
5/5/2026Navigation Group LLC544,619$30.82M7.2%N/A0.097%
5/5/2026Bank of New York Mellon Corp96,511$5.46M0.0%-12.0%0.017%
5/5/2026IMC Chicago LLC7,602$430K0.0%-28.3%0.001%
5/5/2026Collaborative Wealth Managment Inc.105,937$5.99M2.8%-44.9%0.019%
5/5/2026Geneos Wealth Management Inc.591,221$33.45M0.8%+0.6%0.105%
5/5/2026Signet Financial Management LLC508,306$28.76M3.2%-0.5%0.090%
5/5/2026SouthState Bank Corp1,000$57K0.0%N/A0.000%
5/5/2026Sanctuary Advisors LLC319,639$18.09M0.1%-3.2%0.057%
5/5/2026Sigma Planning Corp20,599$1.17M0.0%-1.7%0.004%
5/5/20261ST Source Bank45,624$2.58M0.1%-3.6%0.008%
5/5/2026Wealthgarden F.S. LLC55,484$3.14M2.1%-11.7%0.010%
5/5/2026Nwam LLC3,562$202K0.0%-4.7%0.001%
5/5/2026Fell Capital Management ADV40,059$2.27M2.2%+62.8%0.007%
5/5/2026Avantax Planning Partners Inc.544,900$30.83M0.8%+0.9%0.097%
5/4/2026Milestones Private Investment Advisors LLC38,629$2.19M1.9%+8.4%0.007%
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5/4/2026Retirement Planning Group LLC320,005$18.11M0.6%-1.2%0.057%
5/4/2026Sterling Group Wealth Management LLC97,422$5.51M2.6%-2.6%0.017%
5/4/2026Lutz Financial Services LLC2,434,676$137.75M9.3%+2.0%0.433%
5/4/2026Empirical Financial Services LLC d.b.a. Empirical Wealth Management53,238$3.01M0.1%+19.2%0.009%
5/4/2026Integrity Wealth Solutions LLC28,055$1.59M0.6%+1.2%0.005%
5/4/2026Archer Investment Corp2,547$144K0.0%+68.7%0.000%
5/4/2026NWF Advisory Services Inc.6,672$378K0.0%+24.1%0.001%
5/4/2026Chicago Partners Investment Group LLC61,259$3.61M0.1%+4.1%0.011%
5/4/2026Uptick Partners LLC39,237$2.22M0.4%+70.4%0.007%
5/4/2026Hibernia Wealth Partners LLC4,043$229K0.1%N/A0.001%


SPYV Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,265 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.

Of the 1,129 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).

Institutional investors have bought a total of 79,677,978 shares in the last 24 months. This purchase volume represents approximately $4.41B in transactions.

Of the 518 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).

Institutional investors have sold a total of 58,828,685 shares in the last 24 months. This volume of shares sold represents approximately $3.19B in transactions.


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This page (NYSEARCA:SPYV) was last updated on 6/30/2026 by MarketBeat.com Staff.
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