Go Pro
→ Your book attached (From Profits Run) (Ad)tc pixel Free SPYV Stock Alerts

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

SPDR Portfolio S&P 500 Value ETF logo
$63.86 +0.47 (+0.74%)
As of 03:58 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)
732
Total
Institutional Inflows
(last 12 months)
$3.46B
Number of
Institutional Sellers
(last 12 months)
458
Total
Institutional Outflows
(last 12 months)
$1.72B
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.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
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

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/2/2026MLG 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%
9/2/2026Range Advisory LLC9,470$576K0.1%+71.4%0.002%
9/2/2026Brown Lisle Cummings Inc.3,685$224K0.0%+6.8%0.001%
8/27/2026 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%
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%
The REAL Reason Trump is Invading Iran (Ad)

For a moment… Forget about Trump’s ties to Israel. Forget about reports of Iran’s nuclear program. Because my research has led me to believe we’re risking World War 3 with Iran for a completely different reason.tc pixel

Click here to find out what it is.
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%
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%
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%
My top 3 AI picks for the next decade (Ad)

Alexander Green bought Apple in 1996, recommended Nvidia at a split-adjusted 66 cents in 2004, and picked up Amazon and Netflix under $3 per share in 2005. Now the chief investment strategist at The Oxford Club has identified three AI stocks he believes could be the most profitable investments of the next decade.tc pixel

Click here to get all three AI stock names from Alexander Green
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%


SPYV Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,236 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 1,103 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 61,490,270 shares in the last 24 months. This purchase volume represents approximately $3.46B 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), 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 30,418,359 shares in the last 24 months. This volume of shares sold represents approximately $1.72B 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 9/2/2026. New 13F filings are added each quarter as they're published.
From Our Partners
ALERT: 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 | Sponsoredtc pixel
Small Colorado Company (Backed by Sam Altman) Could Save U.S. Power Grid
A small Colorado company has secured rights to technology that could prevent the U.S. public power grid from c...
Altimetry | Sponsoredtc pixel
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside)
Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top...
InvestorPlace | Sponsoredtc pixel
Ready to give options a try? Your first trade (Ticker included) -INSIDE
Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and st...
Base Camp Trading | Sponsoredtc pixel
The $15 Gold Fund That Pays Up to $1,152/Month
Gold is hitting record highs, but most investors are leaving income on the table. A $15 fund is quietly paying...
Investors Alley | Sponsoredtc pixel
Iran War Shock: What I Was Told In That Private Meeting
You’re Being LIED To About The Iran War Forget EVERYTHING you’ve heard about the Iran war. Especially th...
Banyan Hill Publishing | Sponsoredtc pixel
My top 3 AI picks for the next decade
Alexander Green bought Apple in 1996, recommended Nvidia at a split-adjusted 66 cents in 2004, and picked up A...
The Oxford Club | Sponsoredtc pixel
Here’s the stock symbol I’ve promised
Whitney Tilson of Stansberry Research has long recommended Berkshire Hathaway as a core retirement holding - b...
Stansberry Research | Sponsoredtc pixel