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

SPDR Portfolio S&P 500 Value ETF logo
$54.66 -0.14 (-0.26%)
Closing price 09/12/2025 04:10 PM Eastern
Extended Trading
$54.51 -0.15 (-0.27%)
As of 09/12/2025 06:28 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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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)
798
Total
Institutional Inflows
(last 12 months)
$6.25B
Number of
Institutional Sellers
(last 12 months)
511
Total
Institutional Outflows
(last 12 months)
$3.63B
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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
9/11/2025 Milestones Private Investment Advisors LLC38,177$2.00M1.5%N/A0.007%
9/4/2025 Osaic Holdings Inc.3,727,553$195.08M0.3%-4.0%0.727%
8/29/2025 Evolution Wealth Management Inc.2,726$143K0.2%N/A0.001%
8/27/2025 Orion Porfolio Solutions LLC93,910$4.92M0.0%-42.1%0.018%
8/26/2025 Thrivent Financial for Lutherans14,787$774K0.0%-97.6%0.003%
8/25/2025 Promus Capital LLC191,665$10.03M6.5%+22.4%0.037%
8/25/2025 Silverlake Wealth Management LLC7,093$371K0.1%N/A0.001%
8/22/2025 TT Capital Management LLC21,266$1.06M0.4%N/A0.004%
8/20/2025 Coppell Advisory Solutions LLC30,302$1.58M0.2%N/A0.006%
8/19/2025 B. Riley Wealth Advisors Inc.4,975$260K0.0%N/A0.001%
8/19/2025 Cape Investment Advisory Inc.6,391$335K0.1%+4.0%0.001%
8/19/2025 Advisory Services Network LLC21,921$1.16M0.0%+4.7%0.004%
8/18/2025 Tyler Stone Wealth Management75,299$3.94M0.6%-1.6%0.015%
8/18/2025 Tactive Advisors LLC5,000$262K0.1%N/A0.001%
8/18/2025 N.E.W. Advisory Services LLC1,372,477$71.84M7.0%-27.8%0.268%
8/18/2025 Geneos Wealth Management Inc.562,442$29.44M0.7%+3.0%0.110%
8/18/2025 Kestra Investment Management LLC8,168$428K0.0%+26.8%0.002%
8/16/2025 Evergreen Capital Management LLC7,469$391K0.0%N/A0.001%
8/15/2025 Tower Research Capital LLC TRC 10,320$540K0.0%-61.9%0.002%
8/15/2025 First Heartland Consultants Inc.350,380$18.34M1.6%+4.5%0.068%
8/15/2025 Asset Allocation Strategies LLC113,946$5.96M1.1%-32.1%0.022%
8/15/2025 Corient Private Wealth LLC1,838,839$96.25M0.1%+103.6%0.359%
8/15/2025 Equitable Holdings Inc.4,879,270$255.38M2.1%+10.0%0.952%
8/15/2025 Florida Financial Advisors LLC94,485$5.00M1.6%-19.9%0.018%
8/15/2025 Optimist Retirement Group LLC231,117$12.10M5.8%-0.8%0.045%
8/15/2025 Captrust Financial Advisors71,921$3.76M0.0%-1.1%0.014%
8/15/2025 Lantern Wealth Advisors LLC14,465$757K0.4%N/A0.003%
8/15/2025 Visionary Wealth Advisors416,777$21.81M1.1%+4.5%0.081%
8/15/2025 Tidal Investments LLC43,000$2.25M0.0%-17.2%0.008%
8/15/2025 Scott Marsh Financial LLC17,402$911K0.3%N/A0.003%
8/15/2025 Smartleaf Asset Management LLC18,083$942K0.1%+477.2%0.004%
8/15/2025 Redwood Financial Network Corp28,453$1.49M1.0%+3.6%0.006%
8/15/2025 Redwood Investment Management LLC26,620$1.39M0.1%-1.2%0.005%
8/15/2025 Orion Porfolio Solutions LLC93,910$4.92M0.0%-42.1%0.018%
8/15/2025 MML Investors Services LLC909,779$47.62M0.1%+20.1%0.178%
8/15/2025 Mission Creek Capital Partners Inc.6,273$328K0.1%-4.5%0.001%
8/15/2025 Modern Wealth Management LLC836,916$43.80M1.1%-36.0%0.163%
8/15/2025 HRT Financial LP62,533$3.27M0.0%+543.3%0.012%
8/15/2025 IHT Wealth Management LLC1,339,077$70.09M1.9%+12.6%0.261%
8/15/2025 Great Valley Advisor Group Inc.545,177$28.53M0.6%+5.9%0.106%
8/15/2025 Gallagher Fiduciary Advisors LLC6,506$341K0.0%+26.1%0.001%
8/15/2025 Garden State Investment Advisory Services LLC11,118$582K0.1%-36.7%0.002%
8/15/2025 EP Wealth Advisors LLC48,010$2.51M0.0%+11.6%0.009%
8/15/2025 Benjamin Edwards Inc.1,596,810$83.58M1.1%+24.1%0.312%
8/15/2025 BNP Paribas Financial Markets32,000$1.68M0.0%-86.3%0.006%
8/15/2025 Bank of America Corp DE6,478,462$339.08M0.0%+5.5%1.264%
8/15/2025 AQR Capital Management LLC91,561$4.79M0.0%+39.1%0.018%
8/15/2025 Ameriprise Financial Inc.8,271,005$432.85M0.1%-7.9%1.614%
8/14/2025 Connecticut Wealth Management LLC3,051,332$159.71M7.6%+11.4%0.595%
8/14/2025 Graney & King LLC59,213$3.10M2.1%-81.5%0.012%
8/14/2025 Ausdal Financial Partners Inc.32,084$1.68M0.1%-21.2%0.006%
8/14/2025 Raymond James Financial Inc.5,821,052$304.67M0.1%+1.4%1.136%
8/14/2025 Darwin Wealth Management LLC2,877$151K0.1%N/A0.001%
8/14/2025 Quantinno Capital Management LP43,879$2.30M0.0%-27.4%0.009%
8/14/2025 Diversify Wealth Management LLC910,472$48.91M3.0%+12.2%0.178%
8/14/2025 Diversify Advisory Services LLC385,994$20.74M0.8%+29.2%0.075%
8/14/2025 Peapack Gladstone Financial Corp5,644$295K0.0%N/A0.001%
8/14/2025 Tennessee Valley Asset Management Partners711,937$37.26M9.5%+3.1%0.139%
8/14/2025 Hamilton Capital LLC414,863$21.71M1.2%+4.3%0.081%
8/14/2025 Faithward Advisors LLC49,001$2.57M0.4%+4.2%0.010%
8/14/2025 Sei Investments Co.9,194$481K0.0%-12.8%0.002%
8/14/2025 Frisch Financial Group Inc.20,017$1.05M0.3%+111.1%0.004%
8/14/2025 Potentia Wealth418,146$21.89M12.5%+7.4%0.082%
8/14/2025 NewEdge Advisors LLC564,782$29.56M0.2%+9.9%0.110%
8/14/2025 Pecaut & CO.181,480$9.50M3.2%+5.0%0.035%
8/14/2025 Qube Research & Technologies Ltd10,800$565K0.0%+28.5%0.002%
8/14/2025 Hunting Hill Global Capital LLC183,379$9.60M2.6%N/A0.036%
8/14/2025 Sentinus LLC6,782$355K0.1%N/A0.001%
8/14/2025 Acorn Wealth Advisors LLC9,090$476K0.2%+10.8%0.002%
8/14/2025 Gerber Kawasaki Wealth & Investment Management2,096,598$109.74M4.2%+4.2%0.409%
8/14/2025 SVB Wealth LLC65,766$3.44M0.2%-23.3%0.013%
8/14/2025 Vertex Planning Partners LLC54,259$2.84M0.6%+1.3%0.011%
8/14/2025 Cary Street Partners Financial LLC258,306$13.52M0.4%-13.1%0.050%
8/14/2025 Cerity Partners LLC3,455,643$180.87M0.3%+0.5%0.674%
8/13/2025 Cary Street Partners Investment Advisory LLC66,725$3.49M1.7%+14.3%0.013%
8/13/2025 Victory Financial Group LLC4,679$245K0.0%-55.7%0.001%
8/13/2025 Idaho Trust Co63,679$3.33M1.2%-2.6%0.012%
8/13/2025 Shepherd Financial Partners LLC517,826$27.10M2.9%+16.5%0.101%
8/13/2025 Flow Traders U.S. LLC6,941$363K0.0%-8.2%0.001%
8/13/2025 Vance Wealth LLC52,928$2.77M0.9%-8.0%0.010%
8/13/2025 Cresset Asset Management LLC22,165$1.16M0.0%-5.6%0.004%
8/13/2025 Gateway Wealth Partners LLC105,604$5.53M1.0%+11.3%0.021%
8/13/2025 Marshall Wace LLP57,469$3.01M0.0%N/A0.011%
8/13/2025 Baird Financial Group Inc.332,418$17.40M0.0%-7.1%0.065%
8/13/2025 Raab & Moskowitz Asset Management LLC54,553$2.86M0.7%-7.0%0.011%
8/13/2025 Invesco Ltd.28,844$1.51M0.0%-6.0%0.006%
8/13/2025 CW Advisors LLC16,671$873K0.0%N/A0.003%
8/13/2025 JT Stratford LLC47,303$2.48M0.4%+0.4%0.009%
8/13/2025 Elios Financial Group Inc.32,093$1.68M0.8%+9.4%0.006%
8/13/2025 IAG Wealth Partners LLC109,310$5.72M0.8%+37.2%0.021%
8/13/2025 Twin Peaks Wealth Advisors LLC6,885$370K0.1%N/A0.001%
8/13/2025 Nicolet Bankshares Inc.1,106,250$57.90M10.0%+2.1%0.216%
8/13/2025 WCG Wealth Advisors LLC54,272$2.84M0.2%-3.4%0.011%
8/13/2025 M&T Bank Corp194,981$10.21M0.0%-0.4%0.038%
8/13/2025 MBM Wealth Consultants LLC57,596$3.02M0.8%+2.2%0.011%
8/13/2025 Willis Johnson & Associates Inc.4,392,930$229.93M15.6%+6.3%0.857%
8/13/2025 Edgestream Partners L.P.8,000$419K0.0%+18.9%0.002%
8/13/2025 VestGen Advisors LLC170,691$8.93M0.4%-10.1%0.033%
8/13/2025 Millington Financial Advisors LLC268,554$14.41M7.3%+0.2%0.052%
8/13/2025 Leslie Global Wealth LLC376,239$19.69M10.5%+3.2%0.073%
(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, 1,117 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 ($870.42M), Valmark Advisers Inc. ($432.94M), Ameriprise Financial Inc. ($432.85M), JPMorgan Chase & Co. ($376.41M), and Bank of America Corp DE ($339.08M).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 997 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. ($5.82M), Dynasty Wealth Management LLC ($5.52M), and Bank of New York Mellon Corp ($4.53M).

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

Institutional investors have bought a total of 121,283,454 shares in the last 24 months. This purchase volume represents approximately $6.25B in transactions.

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

Of the 511 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), Franklin Resources Inc. ($3.42M), Clark Capital Management Group Inc. ($3.17M), Bank of America Corp DE ($1.71M), and Advisory Alpha LLC ($1.59M).

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

Institutional investors have sold a total of 70,118,868 shares in the last 24 months. This volume of shares sold represents approximately $3.63B in transactions.


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This page (NYSEARCA:SPYV) was last updated on 9/14/2025 by MarketBeat.com Staff
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