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

SPDR Portfolio S&P 500 Value ETF logo
$52.12 -0.71 (-1.34%)
Closing price 08/1/2025 04:10 PM Eastern
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$52.26 +0.14 (+0.26%)
As of 08/1/2025 06:55 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)
768
Total
Institutional Inflows
(last 12 months)
$5.92B
Number of
Institutional Sellers
(last 12 months)
490
Total
Institutional Outflows
(last 12 months)
$3.18B
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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
8/1/2025Milestone Asset Management Group LLC68,995$3.61M2.7%+2.9%0.014%
8/1/2025 GGM Financials LLC21,146$1.11M0.2%-18.6%0.004%
8/1/2025First National Trust Co2,103,940$110.12M4.1%+7.2%0.413%
8/1/2025Advisory Alpha LLC5,213,790$272.89M8.5%+3.8%1.024%
8/1/2025Facet Wealth Inc.995,809$52.61M1.2%-18.9%0.196%
8/1/2025Liberty Wealth Management LLC8,215$430K0.1%-41.8%0.002%
8/1/2025Transcend Capital Advisors LLC25,219$1.32M0.1%+14.0%0.005%
8/1/2025Penobscot Wealth Management127,031$6.65M2.4%+7.9%0.025%
8/1/2025Koss Olinger Consulting LLC661,213$34.61M2.8%+10.7%0.130%
8/1/2025Brookwood Investment Group LLC3,985$209K0.0%N/A0.001%
8/1/2025Yukon Wealth Management Inc.50,767$2.66M1.0%-20.0%0.010%
8/1/2025American Financial & Tax Strategies Inc.150,528$7.88M4.1%+1.5%0.030%
8/1/2025Envestnet Asset Management Inc.4,182,883$218.87M0.1%-7.1%0.822%
7/31/2025 Guardian Wealth Advisors LLC182,945$9.58M5.7%+21.9%0.036%
7/31/2025 BIP Wealth LLC514,242$26.92M1.7%-2.0%0.101%
7/31/2025 Sequent Asset Management LLC15,421$807K0.6%-4.2%0.003%
7/31/2025 Focus Partners Advisor Solutions LLC123,397$6.46M0.1%-0.8%0.024%
7/31/2025 Hobart Private Capital LLC235,619$12.33M2.8%+8.0%0.046%
7/31/2025 Glass Jacobson Investment Advisors llc13,441$703K0.3%-2.1%0.003%
7/31/2025 Sage Mountain Advisors LLC7,854$411K0.0%-11.3%0.002%
7/31/2025 Lee Danner & Bass Inc.43,756$2.29M0.2%-17.1%0.009%
7/31/2025 Sharper & Granite LLC6,306$334K0.1%+11.0%0.001%
7/31/2025 Money Design Co. Ltd.376,481$19.71M0.9%+4.6%0.074%
7/31/2025 CAP Partners LLC37,781$1.98M1.2%+29.9%0.007%
7/31/2025 Gill Capital Partners LLC5,918$310K0.1%+5.3%0.001%
7/30/2025 KPP Advisory Services LLC9,051$474K0.1%-70.1%0.002%
7/30/2025 First Citizens Bank & Trust Co.4,848$254K0.0%N/A0.001%
7/30/2025 Strategic Blueprint LLC9,409$492K0.0%-7.2%0.002%
7/30/2025 Red Crane Wealth Management LLC138,663$7.26M6.6%+2.9%0.027%
7/30/2025 Freedom Investment Management Inc.116,008$6.07M0.5%-2.9%0.023%
7/30/2025 Rehmann Capital Advisory Group29,143$1.53M0.1%-2.8%0.006%
7/30/2025 Onyx Bridge Wealth Group LLC29,136$1.53M0.2%-19.3%0.006%
7/30/2025 Exencial Wealth Advisors LLC7,930$415K0.0%-3.1%0.002%
7/30/2025 Brookstone Capital Management314,993$16.49M0.2%-2.6%0.062%
7/30/2025 Retirement Planning Group LLC345,962$18.11M0.8%-2.0%0.068%
7/30/2025 DecisionMap Wealth Management LLC99,426$5.20M3.6%+3.1%0.020%
7/30/2025 Probity Advisors Inc.238,341$12.48M2.2%+5.3%0.047%
7/30/2025 LGT Financial Advisors LLC13,865$726K1.8%+52.2%0.003%
7/30/2025 Triton Financial Group Inc18,590$973K0.7%N/A0.004%
7/30/2025 Klingman & Associates LLC1,196,168$62.61M3.5%+5.7%0.235%
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7/30/2025 Nottingham Advisors Inc.811,784$42.49M6.3%-3.9%0.160%
7/30/2025 Demars Financial Group LLC55,874$2.92M1.1%-99.7%0.011%
7/30/2025 Drive Wealth Management LLC15,871$831K0.2%-2.4%0.003%
7/30/2025 Crewe Advisors LLC828$43K0.0%+209.0%0.000%
7/29/2025 Stephens Inc. AR231,966$12.14M0.2%+10.9%0.046%
7/29/2025 Mountain Capital Investment Advisors Inc.4,069$215K0.0%N/A0.001%
7/29/2025 Salomon & Ludwin LLC79,406$4.21M0.4%+12.5%0.016%
7/29/2025 Chicago Partners Investment Group LLC36,087$1.94M0.1%-1.7%0.007%
7/29/2025 International Assets Investment Management LLC5,702$298K0.0%N/A0.001%
7/29/2025 Northern Capital Management Inc.24,844$1.30M0.8%+120.9%0.005%
7/29/2025 Swmg LLC17,468$935K0.3%+23.4%0.003%
7/29/2025 Woodard & Co. Asset Management Group Inc. ADV697,973$36.53M6.7%+0.6%0.137%
7/29/2025 Quotient Wealth Partners LLC4,384,101$229.46M6.8%+3.9%0.861%
7/29/2025 Koshinski Asset Management Inc.107,876$5.65M0.4%+0.3%0.021%
7/29/2025 Tradewinds Capital Management LLC33,980$1.78M0.4%-10.9%0.007%
7/29/2025 Lutz Financial Services LLC2,206,774$115.50M9.0%-0.1%0.434%
7/29/2025 Rodgers & Associates LTD487,696$25.53M2.8%+0.8%0.096%
7/29/2025 Stratos Wealth Partners LTD.308,853$16.17M0.2%-7.8%0.061%
7/29/2025 Stratos Wealth Advisors LLC135,687$7.10M0.4%+0.6%0.027%
7/29/2025 Private Trust Co. NA89,397$4.68M0.4%-13.7%0.018%
7/29/2025 Angeles Wealth Management LLC1,782,982$93.32M6.4%-7.0%0.350%
7/29/2025 SilverOak Wealth Management LLC386,944$20.25M3.8%+4.6%0.076%
7/29/2025 Smithbridge Asset Management Inc. DE174,450$9.13M1.6%+18.0%0.034%
7/29/2025 Empirical Asset Management LLC11,614$608K0.2%+4.1%0.002%
7/28/2025 WealthPLAN Partners LLC18,326$959K0.2%+10.8%0.004%
7/28/2025 ForthRight Wealth Management LLC14,209$744K0.2%+9.5%0.003%
7/28/2025 Tower Wealth Partners Inc.47,252$2.47M1.5%+5.9%0.009%
7/28/2025 WJ Wealth Management LLC38,302$2.01M0.6%-5.1%0.008%
7/28/2025 Mutual Advisors LLC119,455$6.42M0.2%+5.9%0.023%
7/28/2025 Ritholtz Wealth Management40,136$2.10M0.0%-55.3%0.008%
7/28/2025 Private Wealth Asset Management LLC2,235$117K0.0%N/A0.000%
7/28/2025 Harbour Investments Inc.99,192$5.19M0.1%+2.6%0.019%
7/28/2025 Courier Capital LLC662,146$34.66M2.1%+8.4%0.130%
7/28/2025 Frazier Financial Advisors LLC14,383$753K0.5%+3.2%0.003%
7/28/2025 RFG Advisory LLC71,739$3.76M0.1%-30.1%0.014%
7/28/2025 Axxcess Wealth Management LLC192,560$10.08M0.2%+3.7%0.038%
7/28/2025 Cornerstone Wealth Group LLC24,878$1.30M0.1%+40.9%0.005%
7/25/2025 Community Bank N.A.11,029$577K0.1%+2.1%0.002%
7/25/2025 NorthRock Partners LLC4,625,524$242.10M6.3%+4.1%0.909%
7/25/2025 Priebe Wealth Holdings LLC30,077$1.57M1.4%-61.6%0.006%
7/25/2025 Verdence Capital Advisors LLC17,804$932K0.1%-19.5%0.003%
7/25/2025 Atria Wealth Solutions Inc.156,373$8.19M0.2%-11.1%0.031%
7/25/2025 Envestnet Portfolio Solutions Inc.605,651$31.70M0.1%-23.7%0.119%
7/25/2025 Concord Asset Management LLC VA5,264$276K0.0%N/A0.001%
7/25/2025 Sequoia Financial Advisors LLC49,930$2.61M0.0%-6.5%0.010%
7/25/2025 Total Clarity Wealth Management Inc.40,910$2.14M0.6%-37.3%0.008%
7/25/2025 Riverpoint Wealth Management Holdings LLC29,266$1.53M0.4%-1.6%0.006%
7/25/2025 MGO One Seven LLC456,732$23.91M0.8%+26.8%0.090%
7/25/2025 Pathway Financial Advisors LLC9,730$509K0.1%N/A0.002%
7/25/2025 Wells Financial Advisors INC43,730$2.29M3.1%-2.8%0.009%
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7/25/2025 Bill Few Associates Inc.7,006$367K0.1%-5.1%0.001%
7/25/2025 RHS Financial LLC9,067$475K0.3%N/A0.002%
7/25/2025 Index Fund Advisors Inc.27,616$1.45M0.1%+0.9%0.005%
7/25/2025 M3 Advisory Group LLC15,872$831K0.6%-4.5%0.003%
7/25/2025 Commonwealth Financial Services LLC25,988$1.36M0.3%-6.6%0.005%
7/25/2025 Meritage Portfolio Management223,607$11.70M0.7%-27.6%0.044%
7/25/2025 CWM LLC4,188,320$219.22M0.8%+2.5%0.823%
7/25/2025 Ackerman Capital Advisors LLC471,136$24.66M5.7%+60.2%0.093%
7/25/2025 Tranquility Partners LLC5,674$297K0.1%+9.8%0.001%
7/25/2025 Concurrent Investment Advisors LLC181,031$9.48M0.2%-8.6%0.036%
(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, 1,092 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), Allworth Financial LP ($790.93M), Ameriprise Financial Inc. ($458.76M), Valmark Advisers Inc. ($432.94M), JPMorgan Chase & Co. ($347.33M), and Morgan Stanley ($305.47M).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 971 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), LPL Financial LLC ($9.65M), Envestnet Asset Management Inc. ($9.32M), Raymond James Financial Inc. ($5.74M), Dynasty Wealth Management LLC ($5.52M), and Financial Engines Advisors L.L.C. ($5.40M).

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

Institutional investors have bought a total of 115,321,373 shares in the last 24 months. This purchase volume represents approximately $5.92B in transactions.

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

Of the 488 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: Demars Financial Group LLC ($17.32M), Envestnet Asset Management Inc. ($8.75M), Allworth Financial LP ($4.16M), Clark Capital Management Group Inc. ($3.17M), Bank of America Corp DE ($1.71M), Advisory Alpha LLC ($1.59M), and Independent Advisor Alliance ($1.53M).

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

Institutional investors have sold a total of 61,723,317 shares in the last 24 months. This volume of shares sold represents approximately $3.18B in transactions.


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This page (NYSEARCA:SPYV) was last updated on 8/2/2025 by MarketBeat.com Staff
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