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

SPDR Portfolio S&P 500 Value ETF logo
$63.76 +0.05 (+0.08%)
As of 01:28 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)
741
Total
Institutional Inflows
(last 12 months)
$3.58B
Number of
Institutional Sellers
(last 12 months)
462
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
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%
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%
7/9/2026 Vertrix Wealth Management LLC199,787$12.15M4.1%-6.8%0.034%
7/9/2026 HF Advisory Group LLC11,384$692K0.2%+6.9%0.002%
7/9/2026 Tactive Advisors LLC3,700$225K0.1%-19.6%0.001%
7/9/2026 Windsor Capital Management LLC332,851$20.23M5.3%-0.5%0.057%
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7/9/2026 Breakwater Capital Group46,573$2.83M0.3%-3.4%0.008%
7/9/2026 Valeo Financial Advisors LLC3,341$203K0.0%N/A0.001%
7/9/2026 Private Wealth Group LLC221,416$13.46M5.2%+7.7%0.038%
7/8/2026 Rockland Trust Co.13,423$816K0.0%+2.5%0.002%
7/8/2026 First Heartland Consultants Inc.463,488$28.18M1.8%+10.7%0.080%
7/8/2026 Whitcomb & Hess Inc.991,666$60.28M13.0%+2.9%0.171%
7/8/2026 TrueWealth Advisors LLC217,901$13.25M3.0%+6.5%0.038%
7/8/2026 Cooper Financial Group45,378$2.76M0.2%-46.0%0.008%
7/8/2026 Apella Capital LLC31,462$1.94M0.0%-3.3%0.005%
7/8/2026 Eclectic Associates Inc. ADV73,382$4.46M0.5%-3.6%0.013%
7/8/2026 Integrated Capital Management Inc.15,313$931K0.6%-5.5%0.003%
7/7/2026 Bill Few Associates Inc.12,259$745K0.2%+27.7%0.002%
7/7/2026 Balefire LLC57,705$3.51M0.6%+37.8%0.010%
7/7/2026 Dynamic Advisor Solutions LLC6,728$409K0.0%+18.4%0.001%
7/7/2026 Inspirion Wealth Advisors LLC201,179$12.27M1.4%-33.0%0.035%
7/7/2026 Avior Wealth Management LLC739,292$44.94M1.2%+0.1%0.127%
7/7/2026 Waller Financial Planning Group Inc.577,788$35.12M7.2%-3.0%0.099%
7/7/2026 CGN Advisors LLC859,839$52.27M3.8%-2.2%0.148%
7/7/2026 CoreCap Advisors LLC715,808$43.51M1.3%-40.1%0.123%
7/7/2026 Pacific Excel Wealth Advisors Inc.4,967$302K0.1%-80.2%0.001%
7/7/2026 City Center Advisors LLC130,528$7.94M6.4%+6.8%0.022%
7/6/2026 Hobart Private Capital LLC247,956$15.07M2.6%-19.9%0.043%
7/6/2026 Private Client Services LLC30,629$1.86M0.5%+13.5%0.005%
7/6/2026 RDA Financial Network14,152$860K0.2%+5.6%0.002%
7/6/2026 Trilogy Capital Inc.136,124$8.28M0.3%-0.7%0.023%
7/1/2026 Confluence Investment Management LLC1,047,254$63.66M1.0%+32.5%0.186%
7/1/2026 Marathon Mission Inc.493,644$30.01M15.0%+6.7%0.088%
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%
6/4/2026 Town Capital LLC169,388$9.58M7.8%+104.0%0.030%
6/3/2026 NewEdge Advisors LLC521,742$29.52M0.1%-8.0%0.093%
6/1/2026 Foguth Wealth Management LLC.327,815$20.01M2.5%-14.0%0.058%
6/1/2026 Financial Solutions Advisory Group Inc.8,460$479K0.1%N/A0.002%
5/29/2026 Mullaney 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%
5/27/2026 Alpha Capital Advisors Inc. ADV234,411$13.26M12.6%+1.5%0.042%
5/22/2026WNY Asset Management LLC6,370$360K0.0%N/A0.001%
5/22/2026 Verus Capital Partners LLC305,401$17.28M1.2%+4.5%0.054%
5/21/2026 Raab & 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%
5/20/2026 Cadia Private Client LLC11,349$642K0.5%+36.5%0.002%
5/20/2026 Arete Wealth Advisors LLC82,370$4.66M0.3%-38.7%0.015%
5/20/2026 SOA 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%
5/19/2026 Mascagni 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%
5/19/2026Bank 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%
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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%
5/18/2026Royal 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 Company330,844$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%
5/15/2026 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%


SPYV Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,230 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 1,098 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), Raymond James Financial Inc. ($6.00M), LPL Financial LLC ($5.43M), Horizon Investments LLC ($4.58M), Vantagepoint Investment Advisers LLC ($4.46M), and Allworth Financial LP ($4.02M).

Institutional investors have bought a total of 63,736,850 shares in the last 24 months. This purchase volume represents approximately $3.58B in transactions.

Of the 459 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), Horizon Investments LLC ($1.12M), Dynasty Wealth Management LLC ($1.11M), and Strategic Financial Concepts LLC ($989.43K).

Institutional investors have sold a total of 32,549,894 shares in the last 24 months. This volume of shares sold represents approximately $1.83B 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 7/21/2026. New 13F filings are added each quarter as they're published.
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