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

SPDR Portfolio S&P 500 Value ETF logo
$62.12 -0.29 (-0.46%)
Closing price 04:10 PM 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)
739
Total
Institutional Inflows
(last 12 months)
$3.89B
Number of
Institutional Sellers
(last 12 months)
460
Total
Institutional Outflows
(last 12 months)
$1.83B
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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
9/23/2026 QRG Capital Management Inc.6,759$411K0.0%+29.5%0.001%
9/23/2026 Envestnet Portfolio Solutions Inc.65,628$3.99M0.0%-25.6%0.011%
9/23/2026 Envestnet Asset Management Inc.4,300,158$261.41M0.0%-10.5%0.739%
9/14/2026 Revere Asset Management Inc3,907$238K0.1%N/A0.001%
9/9/2026 Pecaut & CO.185,397$11.27M3.5%+4.5%0.032%
9/9/2026 The Manufacturers Life Insurance Company6,312,030$383.71M0.2%+1,807.9%1.083%
9/9/2026 Tidal Investments LLC29,874$1.82M0.0%+45.2%0.005%
9/9/2026 MCF Advisors LLC453,394$27.56M1.0%+5,428.5%0.078%
9/9/2026 Capital Analysts LLC80,207$4.88M0.1%+3.7%0.014%
9/9/2026 Capital Advantage Inc.4,968$302K0.0%N/A0.001%
9/9/2026 NorthRock Partners LLC4,889,672$297.24M4.4%+6.6%0.839%
9/9/2026 Integrated Wealth Concepts LLC1,353,074$82.25M0.5%-8.8%0.232%
9/9/2026 RFG Advisory LLC109,824$6.68M0.1%-6.4%0.019%
9/9/2026 NewEdge Advisors LLC565,797$34.40M0.1%+8.4%0.097%
9/9/2026 IFP Advisors Inc34,712$2.11M0.0%+3.6%0.006%
9/9/2026 Squarepoint Ops LLC4,254$259K0.0%N/A0.001%
9/9/2026 Baird Financial Group Inc.446,191$27.12M0.0%+0.3%0.077%
9/9/2026 One Charles Private Wealth Services LLC4,978$303K0.1%N/A0.001%
9/9/2026 XY Planning Network Inc.8,691$528K0.1%N/A0.001%
9/8/2026 Allworth Financial LP18,476,358$1.12B4.8%-6.5%3.169%
9/8/2026 Waverly Advisors LLC996,736$60.59M0.4%+17.9%0.171%
9/4/2026 Parkside Financial Bank & Trust4,387$267K0.0%+1,444.7%0.001%
9/2/2026 MLG Wealth Management DBA Pine Grove Financial Group17,036$1.04M0.1%-5.7%0.003%
9/2/2026 Second Line Capital LLC6,073$369K0.1%+6.2%0.001%
9/2/2026 Range Advisory LLC9,470$576K0.1%+71.4%0.002%
9/2/2026 Brown Lisle Cummings Inc.3,685$224K0.0%+6.8%0.001%
8/27/2026 Corient Private Wealth LP770,094$46.81M0.1%-25.5%0.132%
8/27/2026 Tucker Asset Management LLC4,836$294K0.1%+23.3%0.001%
8/25/2026 Kirkwood Financial Services12,113$736K0.2%N/A0.002%
8/25/2026 Tobias Financial Advisors Inc.23,568$1.43M0.2%-1.3%0.004%
8/25/2026 Financial Insights Inc.18,245$1.11M0.3%+2.4%0.003%
8/23/2026 Ameritas Advisory Services LLC72,527$4.41M0.1%+38.9%0.012%
8/23/2026 Operose Advisors LLC2,691$164K0.0%-16.0%0.000%
8/23/2026 HB Wealth Management LLC23,009$1.40M0.0%+388.8%0.004%
8/23/2026 Asset Allocation Strategies LLC7,202$438K0.1%-17.1%0.001%
8/23/2026 Angeles Wealth Management LLC2,311,111$140.51M5.4%+5.1%0.396%
8/22/2026 SeedSafe Financial LLC146,629$8.91M6.3%N/A0.025%
8/22/2026 Cassilly Financial Group LLC6,602$401K0.3%-5.2%0.001%
8/22/2026 Aureum Wealth Management LLC223,035$13.56M8.4%+5.6%0.038%
8/22/2026 Cornerstone Advisors Asset Management LLC40,248$2.45M0.3%+0.4%0.007%
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8/22/2026 Shum Financial Group Inc.68,415$4.16M2.3%+7.3%0.012%
8/22/2026 Copley Financial Group Inc.10,513$639K0.3%-12.1%0.002%
8/22/2026 Rik Saylor Financial Inc.27,876$1.70M1.1%+21.9%0.005%
8/22/2026 ZEGA Investments LLC6,383$388K0.0%-4.4%0.001%
8/22/2026 NWF Advisory Services Inc.7,342$446K0.0%+10.0%0.001%
8/22/2026 Syon Capital LLC7,044$428K0.0%-23.8%0.001%
8/22/2026 TD Waterhouse Canada Inc.3,549$217K0.0%+23.6%0.001%
8/22/2026 Concurrent Investment Advisors LLC412,981$25.11M0.2%-2.1%0.071%
8/22/2026 Power Wealth Management LLC281,112$17.09M6.0%+3.2%0.048%
8/21/2026 Montz Harcus Wealth Management LLC4,885$297K0.1%+12.3%0.001%
8/21/2026 Beacon Capital Management LLC15,486$941K0.1%+16.5%0.003%
8/21/2026 Greenspring Advisors LLC15,229$926K0.1%+1.6%0.003%
8/21/2026 Rodgers & Associates LTD487,758$29.65M2.2%-2.2%0.084%
8/21/2026 Continuum Advisory LLC2,615$159K0.0%N/A0.000%
8/21/2026 Weitzel Financial Services Inc.30,901$1.90M0.6%-7.7%0.005%
8/21/2026 Buttonwood Financial Group LLC82,380$5.01M2.9%-55.5%0.014%
8/21/2026 Tranquilli Financial Advisor LLC34,099$2.07M1.1%-33.9%0.006%
8/21/2026 Coppell Advisory Solutions LLC37,291$2.27M0.4%N/A0.006%
8/21/2026 Atticus Wealth Management LLC77,884$4.74M1.1%-69.8%0.013%
8/21/2026 SkyOak Wealth LLC487,942$29.66M4.9%-6.0%0.084%
8/21/2026 Symphony Financial Ltd. Co.295,932$17.99M2.1%+6.6%0.051%
8/21/2026 Clarus Wealth Advisors80,042$4.91M1.8%-4.6%0.014%
8/21/2026 Retirement Income Solutions Inc.42,343$2.40M0.4%+0.7%0.007%
8/20/2026 Rehmann Capital Advisory Group40,670$2.47M0.1%+1.8%0.007%
7/21/2026 Merit Financial Group LLC179,401$10.91M0.0%-10.0%0.031%
7/18/2026 Cary Street Partners Financial LLC209,226$12.72M0.3%-3.5%0.036%
7/18/2026 Merit Financial Group LLC179,401$10.91M0.1%-10.0%0.031%
7/17/2026 Farther Finance Advisors LLC191,510$11.64M0.1%+4.6%0.033%
7/17/2026 Cary Street Partners Investment Advisory LLC71,999$4.38M0.9%-1.8%0.012%
7/16/2026 Patriot Financial Group Insurance Agency LLC16,254$988K0.1%-43.6%0.003%
7/16/2026 Penobscot Wealth Management76,397$4.64M1.2%-1.0%0.013%
7/16/2026 HBW Advisory Services LLC13,486$820K0.1%+16.1%0.002%
7/16/2026 Courier Capital LLC849,798$51.66M2.6%+8.3%0.146%
7/16/2026 Cascade Investment Advisors Inc.8,470$515K0.3%-2.3%0.001%
7/15/2026 Spire Wealth Management117,655$7.15M0.2%-2.3%0.020%
7/15/2026 Brookstone Capital Management262,013$15.93M0.2%-6.4%0.045%
7/15/2026 Wealth Enhancement Advisory Services LLC2,831,310$174.78M0.3%+0.4%0.487%
7/15/2026 Signature Estate & Investment Advisors LLC13,552$824K0.0%-6.3%0.002%
7/15/2026 XY Planning Network Inc.8,691$528K0.1%N/A0.001%
7/14/2026 YHB Investment Advisors Inc.10,384$631K0.0%+6.1%0.002%
7/14/2026 Mullaney Keating & Wright Inc.7,949$483K0.2%+14.3%0.001%
7/14/2026 Portside Wealth Group LLC255,960$15.56M1.8%+5.4%0.044%
7/12/2026 Ballast Inc.5,970$363K0.1%-5.7%0.001%
7/10/2026 Annex Advisory Services LLC4,856$295K0.0%-9.2%0.001%
7/10/2026 Uptown Financial Advisors LLC164,321$9.99M6.6%+1.5%0.028%
7/10/2026 JFS Wealth Advisors LLC4,875$296K0.0%-4.3%0.001%
7/10/2026 GenWealth Group Inc.215,686$13.11M2.0%-0.3%0.037%
7/10/2026 Dagco Inc.24,780$1.51M0.3%-10.7%0.004%
7/10/2026 Partnership Wealth Management LLC52,641$3.20M2.2%-5.2%0.009%
7/10/2026 Clarus Wealth Advisors80,042$4.91M1.9%-4.6%0.014%
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7/10/2026 KWB Wealth1,365,288$83.00M7.1%-16.1%0.235%
7/10/2026 Choice Wealth Advisors LLC544,554$33.10M11.6%+0.3%0.094%
7/10/2026 Wealthcare Advisory Partners LLC199,255$12.11M0.2%+2.6%0.034%
7/9/2026 Financial Management Professionals Inc.166,508$10.12M1.0%+1.6%0.029%
7/9/2026 Centurion Wealth Management LLC6,581$400K0.1%N/A0.001%
7/9/2026 Wealthcare Capital Partners LLC3,610$219K0.1%N/A0.001%
7/9/2026 Friday Financial64,969$4.02M1.1%+8.8%0.011%
7/9/2026 Fortitude Financial LLC3,876$236K0.2%-32.3%0.001%
7/9/2026 World Equity Group Inc.4,877$297K0.1%N/A0.001%
7/9/2026 Focus Financial Network Inc.68,955$4.19M0.1%-17.9%0.012%


SPYV Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,240 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 1,107 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 68,416,816 shares in the last 24 months. This purchase volume represents approximately $3.89B in transactions.

Of the 460 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), Horizon Investments LLC ($1.12M), and Dynasty Wealth Management LLC ($1.11M).

Institutional investors have sold a total of 31,689,703 shares in the last 24 months. This volume of shares sold represents approximately $1.80B 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 9/23/2026. New 13F filings are added each quarter as they're published.
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