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

SPDR Portfolio S&P 500 Value ETF logo
$51.74 +0.65 (+1.27%)
(As of 12/20/2024 05:45 PM ET)
Compare

Institutional Ownership Changes (13F Filings) for SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV)

Number of
Institutional Buyers
(last 12 months)
619
Total
Institutional Inflows
(last 12 months)
$5.74B
Number of
Institutional Sellers
(last 12 months)
388
Total
Institutional Outflows
(last 12 months)
$1.29B
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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
12/16/2024 SMART Wealth LLC4,547$240K0.1%-17.8%0.001%
12/13/2024 B. Riley Wealth Advisors Inc.125,248$6.58M0.2%+690.8%0.029%
12/11/2024 1ST Source Bank46,395$2.45M0.1%-8.0%0.011%
12/9/2024 Copley Financial Group Inc.7,738$409K0.4%N/A0.002%
11/27/2024 Franklin Resources Inc.3,689,286$197.56M0.1%-4.5%0.851%
11/25/2024 Synovus Financial Corp7,370$390K0.0%N/A0.002%
11/25/2024 Tidal Investments LLC57,316$3.03M0.0%-10.1%0.013%
11/25/2024 Optimist Retirement Group LLC224,497$11.87M5.4%+0.7%0.052%
11/25/2024 Wilmington Savings Fund Society FSB7,650$404K0.0%N/A0.002%
11/25/2024 World Investment Advisors LLC8,850$468K0.0%N/A0.002%
11/25/2024 Sanctuary Advisors LLC408,511$22.33M0.1%+513.3%0.094%
11/22/2024 Eaton Financial Holdings Company LLC293,619$15.52M6.3%N/A0.068%
11/19/2024 M&T Bank Corp191,058$10.10M0.0%-18.2%0.044%
11/18/2024 Rehmann Capital Advisory Group22,030$1.17M0.1%+11.8%0.005%
11/18/2024 Virtue Capital Management LLC5,248$277K0.1%N/A0.001%
11/18/2024 Asset Allocation Strategies LLC143,365$7.58M2.2%N/A0.033%
11/18/2024 JDM Financial Group LLC63,316$3.35M1.8%-35.9%0.015%
11/15/2024 Goodman Advisory Group LLC331,593$17.53M5.0%N/A0.077%
11/15/2024 Valued Retirements Inc.4,631$245K0.3%N/A0.001%
11/15/2024 Brophy Wealth Management LLC4,664$247K0.1%N/A0.001%
11/15/2024 M&T Bank Corp191,058$10.10M0.0%-18.2%0.044%
11/15/2024 Executive Wealth Management LLC284,295$15.03M1.2%-1.6%0.066%
11/15/2024 Continuum Advisory LLC5,956$320K0.0%-14.0%0.001%
11/15/2024 Drucker Wealth 3.0 LLC6,191$327K0.1%-7.3%0.001%
11/15/2024 Hamilton Capital LLC374,067$19.53M1.4%+5.7%0.086%
11/15/2024 Y Intercept Hong Kong Ltd15,525$821K0.1%N/A0.004%
11/15/2024 MML Investors Services LLC767,014$40.54M0.1%+20.6%0.177%
11/15/2024 First National Bank of Omaha13,456$711K0.0%+1.4%0.003%
11/15/2024 Urban Financial Advisory Corp2,012$106K0.1%N/A0.000%
11/15/2024 Legacy Investment Solutions LLC688$37K0.0%N/A0.000%
11/15/2024 Orion Portfolio Solutions LLC1,449,664$76.63M1.7%+1,525.1%0.334%
11/15/2024 Zega Financial LLC5,217$276K0.0%-13.8%0.001%
11/15/2024 Glen Eagle Advisors LLC69,663$3.68M0.6%-4.7%0.016%
11/15/2024 EP Wealth Advisors LLC24,486$1.29M0.0%+7.2%0.006%
11/15/2024 Stifel Financial Corp1,041,204$55.04M0.1%-17.2%0.240%
11/15/2024 Swmg LLC7,805$422K0.2%-42.0%0.002%
11/15/2024 SageView Advisory Group LLC7,712$408K0.0%-45.8%0.002%
11/15/2024 Redwood Investment Management LLC105,737$5.58M0.5%-12.0%0.024%
11/15/2024 Pinnacle Family Advisors LLC31,950$1.69M0.9%N/A0.007%
11/15/2024 Mission Creek Capital Partners Inc.5,743$304K0.1%-6.3%0.001%
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11/15/2024 IHT Wealth Management LLC918,498$48.55M1.4%+11.7%0.212%
11/15/2024 Integrated Wealth Concepts LLC350,007$18.50M0.2%+1.8%0.081%
11/15/2024 HighTower Advisors LLC1,953,650$103.27M0.1%+7.5%0.451%
11/15/2024 Hilltop Holdings Inc.3,815$202K0.0%N/A0.001%
11/15/2024 Community Bank N.A.11,098$587K0.1%-2.0%0.003%
11/15/2024 Ascent Group LLC25,303$1.34M0.1%+2.4%0.006%
11/15/2024 Benjamin Edwards Inc.623,960$32.98M0.5%+1,371.8%0.144%
11/14/2024 Edgestream Partners L.P.5,685$301K0.0%-46.6%0.001%
11/14/2024 L.M. Kohn & Company19,773$1.05M0.3%-30.9%0.005%
11/14/2024 Arete Wealth Advisors LLC102,995$5.43M0.5%+0.6%0.024%
11/14/2024 Rockefeller Capital Management L.P.267,545$14.14M0.0%-1.6%0.062%
11/14/2024 Fiduciary Trust Co28,759$1.52M0.0%N/A0.007%
11/14/2024 CreativeOne Wealth LLC10,080$533K0.0%+25.3%0.002%
11/13/2024 Freedom Investment Management Inc.119,393$6.31M0.5%-5.5%0.028%
11/13/2024 Cynosure Group LLC272,233$14.39M2.1%+6.6%0.063%
11/13/2024 Townsquare Capital LLC3,791,777$200.43M2.4%+7.2%0.875%
11/13/2024 Shum Financial Group Inc.50,623$2.73M2.3%N/A0.012%
11/13/2024 Avestar Capital LLC3,810$201K0.0%N/A0.001%
11/13/2024 FMR LLC1,105,992$58.46M0.0%+0.4%0.255%
11/13/2024 Elios Financial Group Inc.45,742$2.42M1.1%N/A0.011%
11/13/2024 Private Trust Co. NA92,674$4.90M0.5%-3.2%0.021%
11/13/2024 Pacific Financial Group Inc.94,077$4.97M3.6%-13.5%0.022%
11/13/2024 Independent Advisor Alliance25,423$1.34M0.0%+6.3%0.006%
11/12/2024 Centaurus Financial Inc.31,545$1.67M0.1%+12.9%0.007%
11/12/2024Larson Financial Group LLC337,353$17.83M1.0%-6.3%0.078%
11/12/2024 Baltimore Washington Financial Advisors Inc.29,403$1.55M0.1%-3.1%0.007%
11/12/2024 MGB Wealth Management LLC13,017$687K0.2%+3.9%0.003%
11/12/2024 Truepoint Inc.8,085$427K0.0%-3.7%0.002%
11/12/2024 Kingsview Wealth Management LLC248,588$13.14M0.3%-7.8%0.057%
11/12/2024 Alesco Advisors LLC428,255$22.64M0.7%-4.6%0.099%
11/12/2024 Cerity Partners LLC3,434,863$181.57M0.4%+9.7%0.793%
11/12/2024 Optivise Advisory Services LLC30,699$1.62M0.9%N/A0.007%
11/12/2024 Great Valley Advisor Group Inc.515,094$27.23M0.7%+23.4%0.119%
11/12/2024 Certified Advisory Corp64,684$3.42M0.4%+4.4%0.015%
11/12/2024 Nicolet Advisory Services LLC3,000,995$157.22M14.8%-2.2%0.692%
11/12/2024 Stonebrook Private Inc.84,331$4.46M1.2%-25.6%0.019%
11/12/2024 Financial Council LLC212,129$11.21M5.8%+1.7%0.049%
11/12/2024 Asset Management Group Inc.89,229$4.72M0.8%-2.8%0.021%
11/12/2024 Concorde Asset Management LLC6,813$360K0.2%N/A0.002%
11/12/2024 Wrenne Financial Planning LLC49,439$2.61M1.6%-1.0%0.011%
11/12/2024 Charles Schwab Investment Management Inc.150,272$7.94M0.0%-45.9%0.035%
11/12/2024 Smithfield Trust Co10,600$560K0.0%+65.6%0.002%
11/9/2024 LPL Financial LLC39,150,619$2.07B0.9%+8.8%9.033%
11/9/2024 Trustmark National Bank Trust Department8,571$453K0.0%+10.9%0.002%
11/9/2024 STAR Financial Bank4,832$255K0.2%N/A0.001%
11/8/2024 Citizens Financial Group Inc. RI44,834$2.37M0.0%+25.8%0.010%
11/8/2024 Moors & Cabot Inc.5,745$304K0.0%-21.2%0.001%
11/8/2024 Darwin Wealth Management LLC3,323$176K0.0%N/A0.001%
11/8/2024 Cedar Wealth Management LLC2,835$150K0.0%+24.3%0.001%
11/8/2024 Avior Wealth Management LLC599,173$31.67M1.3%+2.1%0.138%
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11/8/2024 Vance Wealth Inc.63,559$3.36M1.3%-10.4%0.015%
11/8/2024 Lowery Thomas LLC23,397$1.24M0.8%-0.8%0.005%
11/8/2024 Guardian Wealth Advisors LLC37,742$2.00M1.2%+62.2%0.009%
11/8/2024 Wrapmanager Inc.207,340$10.96M2.8%+3.6%0.048%
11/8/2024 BIP Wealth LLC611,737$32.33M2.2%+4.4%0.141%
11/7/2024 Prospera Financial Services Inc538,683$28.48M0.7%+847.0%0.124%
11/7/2024 Vertex Planning Partners LLC53,533$2.83M0.7%+0.8%0.012%
11/7/2024 MidAtlantic Capital Management Inc.80,100$4.23M3.1%N/A0.018%
11/7/2024 CAP Partners LLC19,697$1.04M0.8%+5.1%0.005%
11/7/2024 Cassaday & Co Wealth Management LLC15,829$837K0.0%+7.7%0.004%
(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, 950 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. ($3.03B), LPL Financial LLC ($2.07B), Allworth Financial LP ($1.07B), Advisor Group Holdings Inc. ($471.19M), Valmark Advisers Inc. ($396.02M), Morgan Stanley ($305.47M), and UBS Group AG ($304.06M).Learn more on SPYV's institutional investors.

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

Of the 846 institutional investors that purchased SPDR Portfolio S&P 500 Value ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Williams Financial LLC ($43.01M), Envestnet Asset Management Inc. ($28.52M), LPL Financial LLC ($13.68M), Allworth Financial LP ($13.41M), Advisor Group Holdings Inc. ($10.25M), Orion Portfolio Solutions LLC ($5.29M), and Portside Wealth Group LLC ($5.21M).

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

Institutional investors have bought a total of 242,315,656 shares in the last 24 months. This purchase volume represents approximately $10.82B in transactions.

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

Of the 555 institutional investors that sold SPDR Portfolio S&P 500 Value ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Envestnet Asset Management Inc. ($18.85M), Osaic Holdings Inc. ($4.32M), SVB Wealth LLC ($4.23M), Alesco Advisors LLC ($1.94M), Financial Gravity Asset Management Inc. ($1.72M), AlphaStar Capital Management LLC ($1.45M), and Valmark Advisers Inc. ($1.43M).

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

Institutional investors have sold a total of 71,307,785 shares in the last 24 months. This volume of shares sold represents approximately $3.14B in transactions.


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This page (NYSEARCA:SPYV) was last updated on 12/21/2024 by MarketBeat.com Staff
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