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

SPDR Portfolio S&P 500 Value ETF logo
$62.67 +0.02 (+0.03%)
Closing price 10/13/2026 04:10 PM Eastern
Extended Trading
$62.69 +0.02 (+0.04%)
As of 10/13/2026 08:00 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 Massive. 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)
744
Total
Institutional Inflows
(last 12 months)
$4.02B
Number of
Institutional Sellers
(last 12 months)
458
Total
Institutional Outflows
(last 12 months)
$1.85B
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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
10/14/2026Signal Advisors Wealth LLC18,812$1.15M0.1%-13.2%0.003%
10/14/2026B. Riley Wealth Advisors Inc.4,126$252K0.0%N/A0.001%
10/14/2026RHS Financial LLC34,000$2.08M0.6%+3.3%0.006%
10/14/2026Affinity Capital Advisors LLC54,344$3.39M0.4%+4.8%0.009%
10/13/2026Fluent Financial LLC665,051$40.66M14.6%N/A0.114%
10/13/2026Forvis Mazars Wealth Advisors LLC3,395$208K0.0%N/A0.001%
10/13/2026Avior Wealth Management LLC753,937$46.09M1.2%N/A0.129%
10/13/2026Vertrix Wealth Management LLC186,810$11.42M3.9%-6.5%0.032%
10/10/2026Roan Capital Partners26,605$1.63M1.2%+6.2%0.005%
10/10/2026Montz Harcus Wealth Management LLC5,099$312K0.1%+4.4%0.001%
10/10/2026Armstrong Advisory Group Inc.416,551$25.46M1.5%+3.1%0.072%
10/10/2026Gilpin Wealth Management LLC43,270$2.65M1.8%+96.7%0.007%
10/10/2026Friday Financial91,983$5.63M1.1%+41.6%0.016%
10/10/2026Freestate Advisors LLC297,424$18.18M13.8%-8.6%0.051%
10/9/2026Fell Capital Management ADV45,967$2.81M2.4%N/A0.008%
10/9/2026Balefire LLC50,676$3.10M0.5%-12.2%0.009%
10/9/2026Bill Few Associates Inc.12,722$778K0.1%+3.8%0.002%
10/9/2026Riversedge Advisors LLC455,920$27.87M3.4%+0.1%0.078%
10/9/2026Wedmont Private Capital5,505$342K0.0%N/A0.001%
10/9/2026Journey Retirement Planning & Investment Management LLC10,462$640K0.4%+7.8%0.002%
10/9/2026Breakwater Capital Group45,158$2.76M0.3%-3.0%0.008%
10/9/2026Inspirion Wealth Advisors LLC119,701$7.32M0.8%N/A0.021%
10/9/2026Integrated Capital Management Inc.15,906$972K0.7%N/A0.003%
10/9/2026Eclectic Associates Inc. ADV72,093$4.41M0.5%N/A0.012%
10/9/2026Acropolis Investment Management LLC1,636$100K0.0%N/A0.000%
10/9/2026First Heartland Consultants Inc.480,302$29.36M2.0%N/A0.082%
10/8/2026Hamilton Capital LLC517,275$31.62M1.8%N/A0.089%
10/8/2026Davis Capital Management445$27K0.0%N/A0.000%
10/8/2026Farther Finance Advisors LLC368,611$22.53M0.2%+92.5%0.063%
10/8/2026CoreCap Advisors LLC41,018$2.51M0.1%-94.3%0.007%
10/8/2026YHB Investment Advisors Inc.10,452$639K0.0%N/A0.002%
10/8/2026Apella Capital LLC32,180$1.99M0.0%+2.3%0.006%
10/8/2026City Center Advisors LLC131,602$8.05M6.1%+0.8%0.023%
10/7/2026Venture Visionary Partners LLC5,056$309K0.0%-6.0%0.001%
10/7/2026Steph & Co.885$54K0.0%N/A0.000%
10/7/2026Retirement Wealth Solutions LLC2,642$162K0.1%N/A0.000%
10/7/2026Cooper Financial Group44,820$2.74M0.2%-1.2%0.008%
10/7/2026Whitcomb & Hess Inc.1,005,556$61.47M13.1%+1.4%0.173%
10/7/2026Wealth Enhancement Trust Services Inc.8,874$542K0.1%-10.5%0.002%
10/7/2026First Community Trust NA5,084$311K0.1%-12.6%0.001%
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10/7/2026Asempa Wealth Advisors11,317$693K0.5%-11.0%0.002%
10/7/2026Waller Financial Planning Group Inc.613,847$37.52M7.6%+6.2%0.105%
10/6/2026Juncture Wealth Strategies LLC91,094$5.57M1.4%N/A0.016%
10/6/2026Colton Groome Financial Advisors LLC36,596$2.24M0.5%-2.0%0.006%
10/6/2026Iowa State Bank6,990$427K0.1%N/A0.001%
10/5/2026Baker Tilly Wealth Management LLC13,900$850K0.2%-5.2%0.002%
10/5/2026Partnership Wealth Management LLC49,101$3.00M2.1%-6.7%0.008%
10/5/2026Rockland Trust Co.12,428$760K0.0%N/A0.002%
10/2/2026 Private Client Services LLC29,033$1.78M0.5%-66.8%0.005%
10/1/2026 Confluence Investment Management LLC1,029,031$62.91M1.0%-1.7%0.177%
10/1/2026 Marathon Mission Inc.498,156$30.45M15.4%+0.9%0.086%
9/23/2026QRG Capital Management Inc.6,759$411K0.0%+29.5%0.001%
9/23/2026Envestnet Portfolio Solutions Inc.65,628$3.99M0.0%-25.6%0.011%
9/23/2026Envestnet Asset Management Inc.4,300,158$261.41M0.0%-10.5%0.739%
9/14/2026Revere Asset Management Inc3,907$238K0.1%N/A0.001%
9/9/2026Pecaut & CO.185,397$11.27M3.5%+4.5%0.032%
9/9/2026The Manufacturers Life Insurance Company6,312,030$383.71M0.2%+1,807.9%1.083%
9/9/2026Tidal Investments LLC29,874$1.82M0.0%+45.2%0.005%
9/9/2026MCF Advisors LLC453,394$27.56M1.0%+5,428.5%0.078%
9/9/2026Capital Analysts LLC80,207$4.88M0.1%+3.7%0.014%
9/9/2026Capital Advantage Inc.4,968$302K0.0%N/A0.001%
9/9/2026NorthRock Partners LLC4,889,672$297.24M4.4%+6.6%0.839%
9/9/2026Integrated Wealth Concepts LLC1,353,074$82.25M0.5%-8.8%0.232%
9/9/2026RFG Advisory LLC109,824$6.68M0.1%-6.4%0.019%
9/9/2026NewEdge Advisors LLC565,797$34.40M0.1%+8.4%0.097%
9/9/2026IFP Advisors Inc34,712$2.11M0.0%+3.6%0.006%
9/9/2026Squarepoint Ops LLC4,254$259K0.0%N/A0.001%
9/9/2026Baird Financial Group Inc.446,191$27.12M0.0%+0.3%0.077%
9/9/2026One Charles Private Wealth Services LLC4,978$303K0.1%N/A0.001%
9/9/2026XY Planning Network Inc.8,691$528K0.1%N/A0.001%
9/8/2026Allworth Financial LP18,476,358$1.12B4.8%-6.5%3.169%
9/8/2026Waverly Advisors LLC996,736$60.59M0.4%+17.9%0.171%
9/4/2026Parkside Financial Bank & Trust4,387$267K0.0%+1,444.7%0.001%
9/2/2026MLG Wealth Management DBA Pine Grove Financial Group17,036$1.04M0.1%-5.7%0.003%
9/2/2026Second Line Capital LLC6,073$369K0.1%+6.2%0.001%
9/2/2026Range Advisory LLC9,470$576K0.1%+71.4%0.002%
9/2/2026Brown Lisle Cummings Inc.3,685$224K0.0%+6.8%0.001%
8/27/2026Corient Private Wealth LP770,094$46.81M0.1%-25.5%0.132%
8/27/2026Tucker Asset Management LLC4,836$294K0.1%+23.3%0.001%
8/25/2026Kirkwood Financial Services12,113$736K0.2%N/A0.002%
8/25/2026Tobias Financial Advisors Inc.23,568$1.43M0.2%-1.3%0.004%
8/25/2026Financial Insights Inc.18,245$1.11M0.3%+2.4%0.003%
8/23/2026Ameritas Advisory Services LLC72,527$4.41M0.1%+38.9%0.012%
8/23/2026Operose Advisors LLC2,691$164K0.0%-16.0%0.000%
8/23/2026HB Wealth Management LLC23,009$1.40M0.0%+388.8%0.004%
8/23/2026Asset Allocation Strategies LLC7,202$438K0.1%-17.1%0.001%
8/23/2026Angeles Wealth Management LLC2,311,111$140.51M5.4%+5.1%0.396%
8/22/2026SeedSafe Financial LLC146,629$8.91M6.3%N/A0.025%
8/22/2026Cassilly Financial Group LLC6,602$401K0.3%-5.2%0.001%
8/22/2026Aureum Wealth Management LLC223,035$13.56M8.4%+5.6%0.038%
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8/22/2026Cornerstone Advisors Asset Management LLC40,248$2.45M0.3%+0.4%0.007%
8/22/2026Shum Financial Group Inc.68,415$4.16M2.3%+7.3%0.012%
8/22/2026Copley Financial Group Inc.10,513$639K0.3%-12.1%0.002%
8/22/2026Rik Saylor Financial Inc.27,876$1.70M1.1%+21.9%0.005%
8/22/2026ZEGA Investments LLC6,383$388K0.0%-4.4%0.001%
8/22/2026NWF Advisory Services Inc.7,342$446K0.0%+10.0%0.001%
8/22/2026Syon Capital LLC7,044$428K0.0%-23.8%0.001%
8/22/2026TD Waterhouse Canada Inc.3,549$217K0.0%+23.6%0.001%
8/22/2026Concurrent Investment Advisors LLC412,981$25.11M0.2%-2.1%0.071%
8/22/2026Power Wealth Management LLC281,112$17.09M6.0%+3.2%0.048%


SPYV Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,244 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), Allworth Financial LP ($1.12B), Morgan Stanley ($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 1,104 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: Demars Financial Group LLC ($17.09M), Morgan Stanley ($10.78M), The Manufacturers Life Insurance Company ($6.31M), Raymond James Financial Inc. ($6.00M), LPL Financial LLC ($5.43M), Horizon Investments LLC ($4.58M), and Vantagepoint Investment Advisers LLC ($4.46M).

Institutional investors have bought a total of 70,955,952 shares in the last 24 months. This purchase volume represents approximately $4.04B in transactions.

Of the 458 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: Goldman Sachs Group Inc. ($4.33M), Nicolet Advisory Services LLC ($1.96M), Laurel Wealth Advisors LLC ($1.77M), Royal Bank of Canada ($1.71M), Allworth Financial LP ($1.29M), CoreCap Advisors LLC ($1.15M), and Horizon Investments LLC ($1.12M).

Institutional investors have sold a total of 32,524,211 shares in the last 24 months. This volume of shares sold represents approximately $1.85B in transactions.


Related Companies

Institutional ownership data for NYSEARCA:SPYV is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/14/2026. New 13F filings are added each quarter as they're published.
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