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

SPDR Portfolio S&P 500 Value ETF logo
$52.60 -0.29 (-0.55%)
Closing price 01/31/2025 04:10 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)
642
Total
Institutional Inflows
(last 12 months)
$5.70B
Number of
Institutional Sellers
(last 12 months)
395
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
1/31/2025Global Retirement Partners LLC389,150$19.90M0.6%+10.5%0.090%
1/31/2025Destiny Capital Corp CO303,822$15.54M9.4%+1.5%0.070%
1/31/2025Cornerstone Advisors Asset Management LLC41,638$2.13M0.5%+4.2%0.010%
1/31/2025SilverOak Wealth Management LLC348,660$17.83M3.8%+10.7%0.080%
1/31/2025Plan Group Financial LLC14,461$740K0.4%-1.7%0.003%
1/31/2025Klingman & Associates LLC1,098,135$56.16M3.5%-1.1%0.253%
1/31/2025Mcdonald Partners LLC12,733$651K0.2%+1.7%0.003%
1/31/2025 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors5,673$290K0.0%-38.4%0.001%
1/31/2025Kestra Investment Management LLC6,150$315K0.0%N/A0.001%
1/31/2025Atria Wealth Solutions Inc.177,638$9.08M0.1%-29.1%0.041%
1/31/2025Fortis Group Advisors LLC9,934$508K0.1%+6.9%0.002%
1/31/2025Empower Advisory Group LLC8,223$421K0.0%-46.2%0.002%
1/31/2025Truist Financial Corp364,151$18.62M0.0%+8.9%0.084%
1/31/2025Woodard & Co. Asset Management Group Inc. ADV681,506$34.85M7.5%+2.2%0.157%
1/31/2025Human Investing LLC1,282$66K0.0%N/A0.000%
1/31/2025Sanctuary Advisors LLC445,245$23.55M0.2%+9.0%0.103%
1/31/2025Retirement Income Solutions Inc66,069$3.38M0.7%+7.2%0.015%
1/31/2025J.W. Cole Advisors Inc.106,249$5.43M0.2%-7.5%0.025%
1/30/2025 Valmark Advisers Inc.7,666,293$392.05M6.1%+2.3%1.769%
1/30/2025 L.M. Kohn & Company22,302$1.14M0.3%+12.8%0.005%
1/30/2025 JNBA Financial Advisors150,387$7.69M0.8%-2.9%0.035%
1/30/2025 Strategic Financial Concepts LLC24,882$1.27M0.0%+40.1%0.006%
1/30/2025 Allworth Financial LP20,370,433$1.07B5.9%+0.3%4.700%
1/30/2025 Principal Securities Inc.17,215$880K0.0%-97.2%0.004%
1/30/2025 Compton Financial Group LLC988,532$50.55M15.0%+3.9%0.228%
1/30/2025 Salomon & Ludwin LLC57,780$2.96M0.3%+0.5%0.013%
1/30/2025 Hickory Asset Management Inc.15,007$767K0.7%N/A0.003%
1/30/2025 WealthPlan Investment Management LLC5,897$302K0.0%+3.8%0.001%
1/30/2025 Scarborough Advisors LLC714,732$36.55M5.2%+506.1%0.165%
1/30/2025 WealthPLAN Partners LLC12,894$659K0.1%+8.2%0.003%
1/30/2025 Blue Trust Inc.1,278$65K0.0%-31.4%0.000%
1/30/2025 Vicus Capital596,751$30.52M2.7%+2.9%0.138%
1/30/2025 Farmers & Merchants Trust Co of Chambersburg PA15,340$784K0.3%+22.6%0.004%
1/30/2025 Root Financial Partners LLC20,113$1.03M0.1%+47.4%0.005%
1/29/2025 Avestar Capital LLC4,177$214K0.0%+9.6%0.001%
1/29/2025 Prairieview Wealth Partners LLC7,367$377K0.4%N/A0.002%
1/29/2025 PrairieView Partners LLC3,601$184K0.0%+12.9%0.001%
1/29/2025 Raab & Moskowitz Asset Management LLC64,448$3.30M0.8%+2.1%0.015%
1/29/2025 Warren Street Wealth Advisors LLC12,196$624K0.3%-4.1%0.003%
1/29/2025 Diversified Portfolios Inc.25,862$1.32M0.1%+16.2%0.006%
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1/29/2025 Keener Financial Planning LLC73,394$3.75M2.2%+11.5%0.017%
1/29/2025 Great Lakes Retirement Inc.275,987$14.11M1.8%-1.1%0.064%
1/29/2025 Gladstone Institutional Advisory LLC621,185$31.77M1.5%+33.9%0.143%
1/29/2025 Perissos Private Wealth Management LLC23,112$1.18M0.9%-5.2%0.005%
1/29/2025 Wealth Advisors Northwest LLC44,237$2.26M1.5%N/A0.010%
1/29/2025 Quent Capital LLC159,811$8.17M0.8%+2.1%0.037%
1/29/2025 CAP Partners LLC20,376$1.04M0.7%+3.4%0.005%
1/29/2025 Index Fund Advisors Inc.31,654$1.62M0.1%-0.6%0.007%
1/29/2025 Cardinal Strategic Wealth Guidance128,215$6.56M2.1%+1.4%0.030%
1/29/2025 AIFG Consultants Ltd.16,158$826K1.3%-1.5%0.004%
1/29/2025 Stonebridge Financial Group LLC2,533$130K0.0%N/A0.001%
1/29/2025 Bristlecone Advisors LLC39,176$2.00M0.2%-12.8%0.009%
1/29/2025 Soltis Investment Advisors LLC7,166$366K0.0%-3.8%0.002%
1/29/2025 Gunma Bank Ltd.125,000$6.39M2.1%+71.2%0.029%
1/29/2025 Opal Wealth Advisors LLC44,322$2.27M0.7%+13.7%0.010%
1/29/2025 GGM Financials LLC25,805$1.32M1.4%+1.9%0.006%
1/29/2025 Savant Capital LLC202,734$10.37M0.1%-5.5%0.047%
1/28/2025 Angeles Wealth Management LLC1,785,267$91.30M7.5%+3.1%0.412%
1/28/2025 Stone Summit Wealth LLC195,511$10.00M3.4%-4.8%0.045%
1/28/2025 Compass Financial Services Inc7,408$379K0.2%N/A0.002%
1/28/2025 Newbridge Financial Services Group Inc.1,282$66K0.0%-17.3%0.000%
1/28/2025 Kestra Private Wealth Services LLC345,297$17.66M0.3%+13.2%0.080%
1/28/2025 Stephens Inc. AR185,991$9.51M0.1%+8.5%0.043%
1/28/2025 Visionary Horizons LLC468,788$23.97M15.7%+9.7%0.108%
1/28/2025 Quotient Wealth Partners LLC3,245,646$165.98M5.4%+1.3%0.749%
1/28/2025 AlphaStar Capital Management LLC1,640,600$83.90M8.8%+9.2%0.379%
1/28/2025 Hobart Private Capital LLC163,808$8.38M2.1%+1.2%0.038%
1/28/2025 Sanchez Wealth Management Group40,026$2.05M0.6%+320.9%0.009%
1/28/2025 Windsor Capital Management LLC412,678$21.10M6.3%-2.9%0.095%
1/28/2025 Serenus Wealth Advisors LLC12,924$661K0.1%N/A0.003%
1/28/2025 Kingsview Wealth Management LLC256,364$13.11M0.3%+3.1%0.059%
1/28/2025 Apollon Financial LLC28,224$1.44M0.4%-1.0%0.007%
1/28/2025 Cantor Fitzgerald Investment Advisors L.P.29,912$1.53M0.1%-37.9%0.007%
1/28/2025 SOA Wealth Advisors LLC.227,691$11.64M2.1%+48.7%0.053%
1/28/2025 Realta Investment Advisors5,073$260K0.1%+689.0%0.001%
1/28/2025 Golden State Wealth Management LLC81,622$4.17M0.6%N/A0.019%
1/28/2025 Guardian Wealth Advisors LLC97,229$4.97M3.2%+157.6%0.022%
1/28/2025 American Financial & Tax Strategies Inc.158,620$8.11M4.2%+21.0%0.037%
1/28/2025 Strategic Financial Concepts LLC926,973$47.41M0.1%+5,118.6%0.214%
1/28/2025 Investments & Financial Planning LLC11,222$574K0.4%+3.2%0.003%
1/28/2025 1900 Wealth Management LLC158,012$8.08M0.7%-0.7%0.036%
1/28/2025 Iron Horse Wealth Management LLC27,678$1.42M0.5%-5.6%0.006%
1/27/2025 Consolidated Portfolio Review Corp10,092$516K0.1%+153.1%0.002%
1/27/2025 Measured Wealth Private Client Group LLC520,611$26.62M8.6%-0.7%0.120%
1/27/2025 IMC Chicago LLC12,665$648K0.0%-40.5%0.003%
1/27/2025 GHP Investment Advisors Inc.213,089$10.90M0.5%+4.5%0.049%
1/27/2025 Rik Saylor Financial Inc.22,594$1.16M1.1%N/A0.005%
1/27/2025 Silver Oak Securities Incorporated272,179$13.91M1.3%+44.3%0.063%
1/27/2025 Financial Advocates Investment Management98,080$5.18M0.3%+4.4%0.023%
1/27/2025 Caitlin John LLC9,236$472K0.3%-52.9%0.002%
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1/27/2025 Brandywine Oak Private Wealth LLC526,468$26.92M2.6%+3.0%0.121%
1/27/2025 Centennial Wealth Advisory LLC103,644$5.30M2.1%-51.3%0.024%
1/27/2025 Trilogy Capital Inc.146,514$7.49M0.4%+10.4%0.034%
1/27/2025 Robertson Stephens Wealth Management LLC8,492$434K0.0%-59.3%0.002%
1/27/2025 Onyx Bridge Wealth Group LLC41,471$2.12M0.3%-5.3%0.010%
1/27/2025 Inman Jager Wealth Management LLC45,202$2.31M1.8%N/A0.010%
1/27/2025 Crewe Advisors LLC969$50K0.0%+136.9%0.000%
1/27/2025 Optimist Retirement Group LLC231,537$11.84M5.6%+3.1%0.053%
1/27/2025 Foguth Wealth Management LLC.208,486$10.96M2.9%+597.7%0.048%
1/27/2025 Meritage Portfolio Management324,253$16.58M1.0%+42.4%0.075%
(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, 981 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. ($392.05M), 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 862 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 ($13.03M), 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 242,686,327 shares in the last 24 months. This purchase volume represents approximately $10.92B in transactions.

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

Of the 578 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 ($1.81M), 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 71,441,380 shares in the last 24 months. This volume of shares sold represents approximately $3.17B in transactions.


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This page (NYSEARCA:SPYV) was last updated on 2/1/2025 by MarketBeat.com Staff
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