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

SPDR Portfolio S&P 500 Value ETF logo
$47.86 +0.78 (+1.66%)
Closing price 04/11/2025 04:10 PM Eastern
Extended Trading
$47.84 -0.02 (-0.05%)
As of 04/11/2025 06:29 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)
717
Total
Institutional Inflows
(last 12 months)
$7.12B
Number of
Institutional Sellers
(last 12 months)
435
Total
Institutional Outflows
(last 12 months)
$2.12B
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SPYV Institutional Buying and Selling by Quarter

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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
4/11/2025Compton Financial Group LLC735,824$37.58M10.8%-25.6%0.149%
4/11/2025Leicht Financial Planning & Wealth Management Inc.439,954$22.47M11.8%+1.8%0.089%
4/11/2025Hudson Valley Investment Advisors Inc. ADV7,353$376K0.0%-5.2%0.001%
4/11/2025Tower Wealth Partners Inc.44,623$2.28M1.2%+0.8%0.009%
4/11/2025Snider Financial Group121,015$6.18M2.0%+0.2%0.025%
4/11/2025Summit Investment Advisory Services LLC31,992$1.63M0.8%-1.3%0.006%
4/11/2025Prospect Financial Services LLC12,093$618K0.3%+46.0%0.002%
4/11/2025MKT Advisors LLC19,028$972K0.4%+50.4%0.004%
4/11/2025Magnus Financial Group LLC1,724,275$88.06M8.5%+3.6%0.350%
4/11/2025Choice Wealth Advisors LLC535,486$27.35M14.3%+0.4%0.109%
4/11/2025Signal Advisors Wealth LLC478,525$24.44M2.4%+144.3%0.097%
4/11/2025Harbor Group Inc.457,896$23.39M4.7%+3.2%0.093%
4/10/2025 Breakwater Capital Group54,301$2.77M0.5%+0.6%0.011%
4/10/2025 Retirement Planning Group LLC353,161$18.04M0.8%-3.6%0.072%
4/10/2025 Thurston Springer Miller Herd & Titak Inc.572$29K0.0%-41.2%0.000%
4/10/2025 Diligent Investors LLC285,948$14.60M3.6%-3.0%0.058%
4/10/2025 Eclectic Associates Inc. ADV34,604$1.77M0.5%-1.2%0.007%
4/10/2025 KWB Wealth1,519,859$77.73M9.4%-3.9%0.308%
4/10/2025 HF Advisory Group LLC12,370$632K0.3%-4.0%0.003%
4/10/2025 Better Money Decisions LLC35,585$1.82M1.2%-6.6%0.007%
4/10/2025 Portside Wealth Group LLC152,730$7.81M1.4%-9.6%0.031%
4/10/2025 Key Client Fiduciary Advisors LLC6,218$318K0.1%+20.3%0.001%
4/10/2025 GenWealth Group Inc.189,650$9.69M2.1%+2.5%0.038%
4/10/2025 Accel Wealth Management5,475$280K0.1%-17.7%0.001%
4/10/2025 Apella Capital LLC4,658$226K0.0%-70.1%0.001%
4/10/2025 Clarus Wealth Advisors86,507$4.19M2.2%+6.4%0.018%
4/10/2025 CGN Advisors LLC767,965$39.22M3.8%+1.8%0.156%
4/10/2025 Legacy Financial Group LLC208,765$10.66M1.6%+5.4%0.042%
4/10/2025 Spring Capital Management LLC18,490$944K0.5%N/A0.004%
4/10/2025 Juncture Wealth Strategies LLC175,545$8.97M3.5%-1.9%0.036%
4/9/2025 Freestate Advisors LLC332,216$16.97M16.8%-5.1%0.067%
4/9/2025 RFG Advisory LLC102,598$5.24M0.1%+42.1%0.021%
4/9/2025 HBW Advisory Services LLC10,423$532K0.1%+17.2%0.002%
4/9/2025 Merit Financial Group LLC274,570$14.02M0.2%-40.1%0.056%
4/9/2025 Inspirion Wealth Advisors LLC545,888$27.88M3.9%-3.5%0.111%
4/9/2025 NBC Securities Inc.11,136$568K0.0%+101,136.4%0.002%
4/9/2025 Baker Tilly Wealth Management LLC17,345$886K0.3%-3.5%0.004%
4/9/2025 Wallace Advisory Group LLC11,124$569K0.4%-12.8%0.002%
4/8/2025 Fifth Third Wealth Advisors LLC7,585$387K0.0%N/A0.002%
4/8/2025 Whitcomb & Hess Inc.872,101$44.54M13.5%+1.1%0.177%
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4/8/2025 Advisory Alpha LLC3,080,753$157.34M9.8%-32.8%0.625%
4/8/2025 Private Client Services LLC33,438$1.71M0.8%+36.5%0.007%
4/8/2025 Global Financial Private Client LLC53,626$2.74M1.0%-2.5%0.011%
4/7/2025 AdvisorNet Financial Inc46,540$2.38M0.2%+6.3%0.009%
4/4/2025 Quent Capital LLC163,473$8.35M0.9%+2.3%0.033%
4/2/2025 Waller Financial Planning Group Inc.133,121$6.80M1.9%-11.9%0.027%
4/2/2025 Kera Capital Partners Inc.13,985$714K0.2%+3.3%0.003%
4/2/2025 Marcum Wealth LLC83,568$4.27M0.4%+1.4%0.017%
4/2/2025 Global Wealth Strategies & Associates995$51K0.0%N/A0.000%
4/1/2025 Hobart Private Capital LLC218,124$11.14M2.8%+33.2%0.044%
4/1/2025 Confluence Investment Management LLC561,531$28.68M0.4%+99.8%0.114%
3/28/2025Berkeley Inc6,104$312K0.2%-50.0%0.001%
3/27/2025Milestone Asset Management Group LLC61,052$3.12M2.8%N/A0.012%
3/25/2025Higgins & Schmidt Wealth Strategies LLC483,639$24.73M15.4%+93.1%0.099%
3/24/2025Mascagni Wealth Management Inc.6,521$333K0.3%N/A0.001%
3/17/2025Wealth Enhancement Advisory Services LLC1,297,050$66.33M0.1%+46.5%0.265%
3/17/2025Members Wealth LLC70,993$3.72M2.8%N/A0.015%
3/14/2025Leicht Financial Planning & Wealth Management Inc.432,255$22.11M11.3%-0.3%0.088%
3/12/2025Centaurus Financial Inc.13,701$701K0.0%-56.6%0.003%
3/11/2025Anchor Pointe Wealth Management LLC23,093$1.18M1.5%N/A0.005%
3/6/2025Copia Wealth Management72,914$3.73M3.5%N/A0.015%
3/6/2025Wood Tarver Financial Group LLC694$35K0.0%N/A0.000%
3/5/2025Probity Advisors Inc.226,479$11.58M2.2%+3.1%0.047%
3/5/2025Copley Financial Group Inc.10,718$548K0.4%+38.5%0.002%
3/4/2025Dogwood Wealth Management LLC206,496$10.56M5.6%+19.9%0.043%
2/28/2025BridgePort Financial Solutions LLC8,056$420K0.2%N/A0.002%
2/28/2025Brooklyn FI LLC6,664$356K0.1%N/A0.001%
2/26/2025Advisor Resource Council11,375$582K0.4%N/A0.002%
2/25/2025Heck Capital Advisors LLC3,471$178K0.0%N/A0.001%
2/25/2025B. Riley Wealth Advisors Inc.19,038$974K0.0%-84.8%0.004%
2/25/2025Integrated Advisors Network LLC20,239$1.04M0.0%-2.0%0.004%
2/24/2025Wilkins Miller Wealth Management LLC4,167$213K0.2%N/A0.001%
2/24/2025Liberty Square Wealth Partners LLC27,000$1.42M0.5%N/A0.006%
2/24/2025Great Valley Advisor Group Inc.580,638$29.69M0.7%+12.7%0.120%
2/24/2025Ameriflex Group Inc.1,185$62K0.0%N/A0.000%
2/24/2025United Advisor Group LLC42,564$2.18M0.4%N/A0.009%
2/21/2025Ascent Group LLC11,728$600K0.0%-53.6%0.003%
2/21/2025WNY Asset Management LLC8,114$415K0.1%-11.7%0.002%
2/20/2025Castlekeep Investment Advisors LLC11,721$599K0.1%N/A0.003%
2/20/2025Drucker Wealth 3.0 LLC5,722$293K0.1%-7.6%0.001%
2/19/2025Pinney & Scofield Inc.1,514$77K0.1%N/A0.000%
2/19/2025WCG Wealth Advisors LLC55,625$2.85M0.2%-10.4%0.013%
2/18/2025McMill Wealth Management7,054$361K0.1%N/A0.002%
2/18/2025Western Wealth Management LLC13,006$665K0.2%-97.3%0.003%
2/18/2025Breakthru Advisory Services LLC4,784$245K0.2%N/A0.001%
2/18/2025Fourth Dimension Wealth LLC15,882$884K0.5%N/A0.004%
2/18/2025 Retirement Planning Group LLC366,462$18.74M0.9%-3.4%0.085%
2/18/2025Navalign LLC343,198$17.55M5.2%+1.0%0.079%
2/18/2025JT Stratford LLC47,458$2.43M0.4%+4.7%0.011%
2/18/2025JDM Financial Group LLC66,211$3.39M1.8%+4.6%0.015%
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2/18/2025Novem Group164,705$8.42M1.2%N/A0.038%
2/18/2025Focus Partners Advisor Solutions LLC122,353$6.26M0.1%+91.9%0.028%
2/18/2025First Heartland Consultants Inc.329,916$16.87M1.6%+7.3%0.076%
2/18/2025Glen Eagle Advisors LLC66,052$3.38M0.6%-5.2%0.015%
2/18/2025Mpwm Advisory Solutions LLC39,667$2.03M1.5%N/A0.009%
2/17/2025Vance Wealth LLC62,097$3.18M1.2%-2.3%0.014%
2/17/2025Waverly Advisors LLC493,314$25.23M0.4%+11.8%0.114%
2/17/2025Willis Johnson & Associates Inc.4,054,405$207.34M15.9%+2.8%0.935%
2/17/2025Visionary Wealth Advisors377,482$19.30M1.1%+659.1%0.087%
2/17/2025Wexford Capital LP96,283$4.92M0.8%N/A0.022%
(Data available from 1/1/2016 forward)

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SPYV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SPYV shares?

During the previous two years, 1,062 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. ($4.00B), LPL Financial LLC ($2.12B), Allworth Financial LP ($1.07B), Demars Financial Group LLC ($825.65M), Ameriprise Financial Inc. ($410.71M), Valmark Advisers Inc. ($392.05M), and Morgan Stanley ($305.47M).Learn more on SPYV's institutional investors.

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

Of the 924 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), Demars Financial Group LLC ($16.14M), Allworth Financial LP ($13.03M), LPL Financial LLC ($11.64M), Envestnet Asset Management Inc. ($8.96M), Raymond James Financial Inc. ($5.50M), 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 243,491,233 shares in the last 24 months. This purchase volume represents approximately $11.57B in transactions.

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

Of the 606 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. ($27.28M), Osaic Holdings Inc. ($4.32M), SVB Wealth LLC ($4.23M), Clark Capital Management Group Inc. ($2.59M), Orion Portfolio Solutions LLC ($2.44M), Alesco Advisors LLC ($1.83M), and Financial Gravity Asset Management Inc. ($1.72M).

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

Institutional investors have sold a total of 85,339,131 shares in the last 24 months. This volume of shares sold represents approximately $3.95B in transactions.


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This page (NYSEARCA:SPYV) was last updated on 4/12/2025 by MarketBeat.com Staff
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