SPDR PORT S&P 500 VALUE (SPYV) Institutional Ownership Changes & 13F Activity
SPDR PORT S&P 500 VALUE (SPYV). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q3 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Manufacturers Life Insurance Company, The, Envestnet Asset Management Inc, Integrated Wealth Concepts Llc, Corient Private Wealth Llc, and Kingsview Wealth Management, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Cx Institutional | Buy | +181,461 | +58.9% | 489,362 | $29.91K | Q3 2026 | Oct 02, 2026 |
| Allie Family Office Llc | Sell | -7,159 | -100.0% | 0 | $0.00 | Q3 2026 | Oct 02, 2026 |
| Private Client Services, Llc | Sell | -1,596 | -5.2% | 29,033 | $1.77M | Q3 2026 | Oct 02, 2026 |
| Confluence Investment Management Llc | Sell | -18,223 | -1.7% | 1,029,031 | $62.90M | Q3 2026 | Oct 01, 2026 |
| Marathon Mission, Inc. | Buy | +4,512 | +0.9% | 498,156 | $30.45M | Q3 2026 | Oct 01, 2026 |
| Noble Wealth Management Pbc | Sell | -4 | -0.2% | 2,256 | $137.91K | Q3 2026 | Oct 01, 2026 |
| Envestnet Asset Management Inc | Sell | -4,300,158 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 23, 2026 |
| Envestnet Portfolio Solutions, Inc. | Sell | -65,628 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 23, 2026 |
| Qrg Capital Management, Inc. | Sell | -6,759 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 23, 2026 |
| Revere Asset Management, Inc | Sell | -3,907 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 14, 2026 |
| Manufacturers Life Insurance Company, The | Sell | -6,312,030 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 09, 2026 |
| Integrated Wealth Concepts Llc | Sell | -1,353,074 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 09, 2026 |
| Parkside Financial Bank & Trust | Sell | -4,387 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 04, 2026 |
| Citadel Advisors Llc | Sell | -114,681 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 02, 2026 |
| Second Line Capital, Llc | Sell | -6,073 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 02, 2026 |
| Brown, Lisle/Cummings, Inc. | Sell | -3,685 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 02, 2026 |
| Corient Private Wealth Llc | Sell | -770,094 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 27, 2026 |
| Tobias Financial Advisors, Inc. | Sell | -23,568 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 25, 2026 |
| Financial Insights, Inc. | Sell | -18,245 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 25, 2026 |
| Rehmann Capital Advisory Group | Sell | -40,670 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 20, 2026 |
| Gill Capital Partners, Llc | Sell | -5,918 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 20, 2026 |
| Kingsview Wealth Management, Llc | Sell | -525,435 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 19, 2026 |
| Mercer Global Advisors Inc | Sell | -494,457 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 19, 2026 |
| Archer Investment Corp | Sell | -2,410 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 19, 2026 |
| Beacon Pointe Advisors, Llc | Sell | -83,631 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 18, 2026 |
| Jdm Financial Group Llc | Sell | -70,373 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 18, 2026 |
| Copia Wealth Management | Sell | -51,681 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 18, 2026 |
| Glenview Trust Co | Sell | -4,834 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 18, 2026 |
| Pin Oak Investment Advisors Inc | Sell | -3,026 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 18, 2026 |
| Leo H. Evart, Inc. | Sell | -445 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 18, 2026 |
Frequently asked questions about SPYV activity
Which institutional owners are buying SPYV?
Institutional owners buying SPYV include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in SPYV activity?
"Buy" means an investor increased their reported position in SPYV compared to the prior reporting period. This reflects growing exposure to SPDR PORT S&P 500 VALUE (SPYV) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in SPYV increasing?
Institutional interest in SPYV can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.