SPYV Institutional Ownership Trend

Institutional ownership trends for SPDR PORT S&P 500 VALUE provide insight into how hedge funds, mutual funds, pension managers, and long-term asset managers have adjusted exposure to the company across multiple SEC Form 13F reporting periods.

Institutional investors tracked by InsiderSet collectively reported approximately $2.97M in SPYV holdings for the quarter ended March 31, 2026, compared with approximately $4.20M reported during the prior quarter. The number of tracked institutional holders was unchanged during the latest reporting period.

Based on current market prices and the latest disclosed share counts, the combined estimated current value of tracked SPYV institutional positions has increased significantly since the filing period due to continued share price appreciation.

This page tracks historical institutional ownership trends for SPYV, including:

  • total institutional holders by quarter
  • aggregate reported value
  • estimated live portfolio value
  • ownership concentration changes
  • largest ownership increases and reductions
  • long-term smart money positioning trends

Institutional ownership trend analysis can help investors evaluate accumulation patterns, investor conviction, sector leadership, and portfolio concentration changes across major investment firms investing in SPDR PORT S&P 500 VALUE.

Portfolio quarterInstitutional holdersTotal reported valueTotal shares
Q1 20262$2,974,41352,570
Q3 20252$4,201,31375,932
Q2 20252$6,046,828115,530
Q1 20251$2,726,85953,395
Q4 20241$2,693,26852,665
Q3 20242$3,599,81968,101
Q2 20241$2,458,62350,444
Q1 20242$2,596,75477,206
Q4 20232$2,842,463194,624
Q3 20232$910,66753,440
Q2 20232$972,472122,311
Q1 20231$967,67123,764