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

SPDR Portfolio S&P 500 Value ETF logo
$53.21 +0.26 (+0.49%)
As of 07/3/2025 05:00 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)
759
Total
Institutional Inflows
(last 12 months)
$7.84B
Number of
Institutional Sellers
(last 12 months)
489
Total
Institutional Outflows
(last 12 months)
$2.32B
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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
7/3/2025 Whitcomb & Hess Inc.885,530$46.35M13.1%+1.5%0.174%
7/3/2025 Higgins & Schmidt Wealth Strategies LLC564,436$29.54M16.4%+12.1%0.111%
7/3/2025 City Center Advisors LLC94,036$4.92M5.3%+16.5%0.018%
7/2/2025 Michael S. Ryan Inc.464,006$24.29M15.4%+7.2%0.091%
7/2/2025 Waller Financial Planning Group Inc.166,373$8.71M2.1%+25.0%0.033%
7/1/2025 Confluence Investment Management LLC685,828$35.90M0.5%+22.1%0.135%
7/1/2025 Kera Capital Partners Inc.50,978$2.67M0.5%+264.5%0.010%
7/1/2025 Private Client Services LLC31,887$1.67M0.7%-4.6%0.006%
6/17/2025Howe & Rusling Inc.3,242$166K0.0%-26.5%0.001%
6/10/2025Compass Financial Services Inc8,231$420K0.2%+11.1%0.002%
6/2/2025Modern Wealth Management LLC1,306,891$66.74M2.1%+5.3%0.259%
5/28/2025Intrua Financial LLC44,271$2.26M0.3%+70.1%0.009%
5/27/2025Jacobi Capital Management LLC536,227$27.39M2.0%+6,211.5%0.107%
5/27/2025Advisors Capital Management LLC20,531$1.05M0.0%+10.7%0.004%
5/21/2025McAdam LLC268,873$13.73M0.8%-18.6%0.053%
5/21/2025Geneos Wealth Management Inc.545,827$27.88M0.9%+4.7%0.108%
5/21/2025CBM Financial LLC255,334$13.03M10.7%N/A0.051%
5/20/2025Fortis Capital Advisors LLC55,099$2.81M0.6%N/A0.011%
5/20/2025Belpointe Asset Management LLC55,099$2.81M0.1%+325.7%0.011%
5/20/2025Focus Partners Wealth185,846$9.49M0.0%-2.0%0.037%
5/20/2025Flaharty Asset Management LLC617$32K0.0%N/A0.000%
5/20/2025Integrity Alliance LLC.142,281$7.27M0.3%N/A0.028%
5/19/2025Advisory Alpha LLC5,024,070$255.92M8.7%+9.5%0.998%
5/19/2025SCS Capital Management LLC7,131$364K0.0%N/A0.001%
5/16/2025Faithward Advisors LLC47,005$2.40M0.4%+13.7%0.009%
5/16/2025Ascent Group LLC395,168$20.18M0.9%+3,269.4%0.079%
5/16/2025Arete Wealth Advisors LLC123,058$6.29M0.5%-7.9%0.024%
5/16/2025Hamilton Capital LLC397,814$20.32M1.2%+1.8%0.079%
5/16/2025Ashton Thomas Private Wealth LLC5,154$263K0.0%-8.5%0.001%
5/16/2025Goldman Sachs Group Inc.1,424,051$72.73M0.0%-0.5%0.279%
5/16/2025Kestra Investment Management LLC6,440$329K0.0%+4.7%0.001%
5/16/2025Cape Investment Advisory Inc.6,145$314K0.1%-11.9%0.001%
5/16/2025Jones Financial Companies Lllp225,849$11.53M0.0%+277.0%0.045%
5/16/2025Coordinated Financial Services Inc. CO13,286$679K0.5%N/A0.003%
5/16/2025Raab & Moskowitz Asset Management LLC58,683$3.00M0.8%-8.9%0.012%
5/16/2025Redwood Financial Network Corp27,460$1.40M1.1%+5.1%0.005%
5/16/2025Permanens Capital L.P.12,784$653K0.1%-25.3%0.003%
5/16/2025NewEdge Advisors LLC514,102$26.26M0.2%+22.7%0.102%
5/16/2025Integrated Wealth Concepts LLC753,687$38.49M0.4%+31.7%0.150%
5/16/2025Clark Capital Management Group Inc.45,404$2.32M0.0%-92.7%0.009%
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5/16/2025AQR Capital Management LLC65,816$3.36M0.0%+13.9%0.013%
5/16/2025Ancora Advisors LLC3,021$154K0.0%-13.4%0.001%
5/15/2025Federation des caisses Desjardins du Quebec52,260$2.67M0.0%+0.5%0.010%
5/15/2025EP Wealth Advisors LLC43,023$2.20M0.0%-19.6%0.009%
5/15/2025Focus Partners Advisor Solutions LLC124,453$6.36M0.1%+1.7%0.025%
5/15/2025Flputnam Investment Management Co.1,271,642$64.94M1.2%-31.3%0.253%
5/15/2025Royal Bank of Canada4,219,989$215.52M0.0%-21.0%0.838%
5/15/2025Calton & Associates Inc.32,819$1.68M0.4%+57.0%0.007%
5/15/2025Second Line Capital LLC4,079$208K0.1%N/A0.001%
5/15/2025Connecticut Wealth Management LLC2,738,188$139.84M7.3%N/A0.544%
5/15/2025Baird Financial Group Inc.357,931$18.28M0.0%+0.4%0.071%
5/15/2025Pinnacle Wealth Planning Services Inc.461,424$23.57M3.5%+2.8%0.092%
5/15/2025OLD Mission Capital LLC47,869$2.45M0.0%N/A0.010%
5/15/2025JDM Financial Group LLC65,747$3.36M1.7%-0.7%0.013%
5/15/2025Gerber Kawasaki Wealth & Investment Management2,012,915$102.80M4.6%+7.9%0.400%
5/15/2025Graney & King LLC320,909$16.39M12.2%-8.5%0.064%
5/15/2025Mission Creek Capital Partners Inc.6,567$335K0.1%+14.3%0.001%
5/14/2025Ieq Capital LLC5,995$306K0.0%N/A0.001%
5/14/2025CreativeOne Wealth LLC16,349$835K0.0%+134.9%0.003%
5/14/2025Redwood Investment Management LLC26,951$1.38M0.1%-94.7%0.005%
5/14/2025Nicolet Bankshares Inc.1,083,789$55.35M11.1%+0.5%0.215%
5/14/2025WCG Wealth Advisors LLC56,178$2.87M0.2%+1.0%0.011%
5/14/2025Comerica Bank66,881$3.42M0.0%+18.8%0.013%
5/14/2025Freedom Investment Management Inc.119,465$6.10M0.5%+2.8%0.024%
5/14/2025Oak Harvest Investment Services192,256$9.82M1.4%-4.4%0.038%
5/14/2025SVB Wealth LLC85,753$4.38M0.2%-25.8%0.017%
5/14/2025Smartleaf Asset Management LLC3,133$159K0.0%+582.6%0.001%
5/14/2025Northwestern Mutual Wealth Management Co.1,530,975$78.19M0.1%+11.5%0.304%
5/14/2025Phoenix Wealth Advisors118,104$6.03M2.6%+23.7%0.023%
5/14/2025Leslie Global Wealth LLC364,573$18.62M9.1%+3.6%0.072%
5/14/2025Kestra Advisory Services LLC138,246$7.06M0.0%+5.1%0.027%
5/14/2025Barnes Wealth Management Group Inc17,348$886K0.6%-8.6%0.003%
5/14/2025Ameriprise Financial Inc.8,980,322$458.76M0.1%+11.8%1.784%
5/14/2025Summit Financial LLC239,048$12.21M0.3%+12.2%0.047%
5/14/2025Flow Traders U.S. LLC7,561$386K0.0%N/A0.002%
5/14/2025Frisch Financial Group Inc.9,480$484K0.1%-5.5%0.002%
5/14/2025GDS Wealth Management7,613$389K0.0%N/A0.002%
5/14/2025Asset Management Group Inc.94,239$4.81M0.9%+1.3%0.019%
5/14/2025Capital Analysts LLC30,809$1.57M0.1%+15.8%0.006%
5/14/2025Vertex Planning Partners LLC53,565$2.74M0.6%-0.6%0.011%
5/14/2025Venture Visionary Partners LLC130,292$6.65M0.3%+3,100.5%0.026%
5/14/2025JT Stratford LLC47,118$2.41M0.4%-0.7%0.009%
5/14/2025Legacy Financial Advisors Inc.5,121$262K0.0%N/A0.001%
5/14/2025Hsbc Holdings PLC55,563$2.84M0.0%+266.1%0.011%
5/13/2025Northern Trust Corp556,696$28.43M0.0%+0.2%0.111%
5/13/2025FCG Investment Co37,396$1.91M1.2%+14.2%0.007%
5/13/2025Cascade Financial Partners LLC5,228$267K0.0%N/A0.001%
5/13/2025LeConte Wealth Management LLC14,577$744K0.5%N/A0.003%
5/13/2025Tyler Stone Wealth Management76,504$3.91M0.7%+0.8%0.015%
5/13/2025Raymond James Financial Inc.5,740,575$293.17M0.1%+4.3%1.140%
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5/13/2025Eaton Financial Holdings Company LLC278,267$14.21M5.9%-6.3%0.055%
5/13/2025Cresset Asset Management LLC23,487$1.20M0.0%-6.2%0.005%
5/13/2025Alliance Wealth Advisors LLC UT31,568$1.61M0.4%+5.2%0.006%
5/13/2025Twin Focus Capital Partners LLC28,444$1.45M0.2%+23.1%0.006%
5/13/2025Dynamic Financial Group8,207$419K0.4%+22.4%0.002%
5/13/2025Horizon Investments LLC5,059,600$258.39M7.7%-12.7%1.005%
5/13/2025Kovitz Investment Group Partners LLC18,789$960K0.0%N/A0.004%
5/13/2025Ground Swell Capital LLC13,907$710K1.5%N/A0.003%
5/13/2025American Money Management LLC75,337$3.85M0.7%-0.6%0.015%
5/13/2025Financial Network Wealth Advisors LLC27,671$1.41M1.9%+4.9%0.005%
(Data available from 1/1/2016 forward)

SPYV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SPYV shares?

During the previous two years, 1,083 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. ($4.02B), LPL Financial LLC ($2.12B), Demars Financial Group LLC ($887.61M), Allworth Financial LP ($790.93M), Ameriprise Financial Inc. ($458.76M), Valmark Advisers Inc. ($405.75M), and JPMorgan Chase & Co. ($347.33M).Learn more on SPDR Portfolio S&P 500 Value ETF's institutional investors.

Which institutional investors have been buying SPDR Portfolio S&P 500 Value ETF's stock?

Of the 950 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 ($43.01M), Demars Financial Group LLC ($17.38M), Allworth Financial LP ($12.78M), LPL Financial LLC ($10.55M), Envestnet Asset Management Inc. ($9.32M), Raymond James Financial Inc. ($5.74M), and Dynasty Wealth Management LLC ($5.52M).

How much institutional buying is happening at SPDR Portfolio S&P 500 Value ETF?

Institutional investors have bought a total of 155,232,476 shares in the last 24 months. This purchase volume represents approximately $7.84B in transactions.

Which of SPDR Portfolio S&P 500 Value ETF's major shareholders have been selling company stock?

Of the 489 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: Envestnet Asset Management Inc. ($8.43M), Allworth Financial LP ($4.16M), Clark Capital Management Group Inc. ($3.17M), Bank of America Corp DE ($1.71M), Advisory Alpha LLC ($1.59M), Independent Advisor Alliance ($1.53M), and CWM LLC ($1.32M).

How much institutional selling is happening at SPDR Portfolio S&P 500 Value ETF?

Institutional investors have sold a total of 45,492,803 shares in the last 24 months. This volume of shares sold represents approximately $2.32B in transactions.


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This page (NYSEARCA:SPYV) was last updated on 7/6/2025 by MarketBeat.com Staff
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