SPYV Institutional Ownership & Shareholders
SPDR PORT S&P 500 VALUE (SPYV) is currently held by 1,200 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $29.47B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Financial Engines Advisors L.L.C. is currently the largest disclosed institutional shareholder of SPYV tracked by InsiderSet, reporting ownership valued at approximately $5.04B in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $5.32B, representing an estimated gain of +5.49% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 48% of the total disclosed SPYV value among the investors covered in this analysis. Major shareholders include Financial Engines Advisors L.L.C., Lpl Financial Llc, Goldman Sachs Group Inc, and several other long-term asset managers with concentrated positions in SPDR PORT S&P 500 VALUE (SPYV).
This page ranks the largest institutional SPYV shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
1,200
Total Reported Value
$29.47B
Largest Holder
Financial Engines Advisors L.L.C.
Largest Position
$5.04B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
11
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Financial Engines Advisors L.L.C. | 8.95% | 82,942,783 | $5,042,091,789 | $5,319,120,674 | +$277,028,885 | +5.49% | |
| Lpl Financial Llc | 0.71% | 52,010,628 | $3,161,725,981 | $3,335,441,574 | +$173,715,593 | +5.49% | |
| Goldman Sachs Group Inc | 0.15% | 23,183,404 | $1,409,319,155 | $1,486,751,699 | +$77,432,544 | +5.49% | |
| Allworth Financial Lp | 4.78% | 18,476,358 | $1,123,177,794 | $1,184,888,839 | +$61,711,045 | +5.49% | |
| Bank Of America Corp | 0.07% | 17,485,355 | $1,062,934,712 | $1,121,335,816 | +$58,401,104 | +5.49% | |
| Morgan Stanley | 0.03% | 9,712,590 | $590,428,405 | $622,868,397 | +$32,439,992 | +5.49% | |
| Valmark Advisers, Inc. | 5.98% | 9,260,907 | $562,970,564 | $593,901,966 | +$30,931,402 | +5.49% | |
| Ameriprise Financial Inc | 0.09% | 7,578,412 | $460,653,895 | $486,003,562 | +$25,349,667 | +5.50% | |
| Raymond James Financial Inc | 0.12% | 6,984,307 | $424,576,029 | $447,903,608 | +$23,327,579 | +5.49% | |
| Jpmorgan Chase & Co | 0.02% | 6,598,736 | $401,203,261 | $423,176,940 | +$21,973,679 | +5.48% | |
| Manufacturers Life Insurance Company, The | 0.30% | 6,312,030 | $383,708,304 | $404,790,484 | +$21,082,180 | +5.49% | |
| Willis Johnson & Associates, Inc. | 21.17% | 6,252,618 | $380,096,664 | $400,980,392 | +$20,883,728 | +5.49% | |
| Ubs Group Ag | 0.06% | 6,096,814 | $370,625,323 | $390,988,682 | +$20,363,359 | +5.49% | |
| Equitable Holdings, Inc. | 1.91% | 5,262,630 | $319,575,809 | $337,492,462 | +$17,916,653 | +5.61% | |
| Connecticut Wealth Management, Llc | 11.18% | 4,986,061 | $304,797,938 | $319,756,092 | +$14,958,154 | +4.91% | |
| Advisory Alpha, Llc | 7.36% | 4,938,446 | $300,210,804 | $316,702,542 | +$16,491,738 | +5.49% | |
| Northrock Partners, Llc | 4.32% | 4,889,672 | $297,243,152 | $313,574,665 | +$16,331,513 | +5.49% | |
| Royal Bank Of Canada | 0.05% | 4,880,123 | $296,662,000 | $312,962,288 | +$16,300,288 | +5.49% | |
| Vantagepoint Investment Advisers Llc | 1.98% | 4,302,423 | $263,007,118 | $275,914,387 | +$12,907,269 | +4.91% | |
| Envestnet Asset Management Inc | 0.06% | 4,300,158 | $261,406,581 | $275,769,133 | +$14,362,552 | +5.49% | |
| Cetera Investment Advisers | 0.23% | 4,186,310 | $254,485,751 | $268,468,060 | +$13,982,309 | +5.49% | |
| Dynasty Wealth Management, Llc | 1.84% | 4,083,530 | $248,237,772 | $261,876,779 | +$13,639,007 | +5.49% | |
| Quotient Wealth Partners, Llc | 5.65% | 3,939,693 | $239,493,952 | $252,652,512 | +$13,158,560 | +5.49% | |
| Cwm, Llc | 0.62% | 4,161,823 | $235,475,923 | $266,897,709 | +$31,421,786 | +13.34% | |
| Cerity Partners Llc | 0.27% | 3,664,076 | $222,739,192 | $234,977,194 | +$12,238,002 | +5.49% | |
| Tiaa-Cref Individual & Institutional Services, Llc | 0.73% | 3,495,135 | $212,469,257 | $224,143,008 | +$11,673,751 | +5.49% | |
| Diversify Advisory Services, Llc | 2.90% | 3,073,276 | $193,985,168 | $197,089,190 | +$3,104,022 | +1.60% | |
| Diversify Wealth Management, Llc | 2.90% | 3,073,276 | $193,985,168 | $197,089,190 | +$3,104,022 | +1.60% | |
| Stifel Financial Corp | 0.16% | 3,144,532 | $191,155,932 | $201,658,837 | +$10,502,905 | +5.49% | |
| Private Advisor Group, Llc | 0.85% | 3,052,238 | $185,545,551 | $195,740,023 | +$10,194,472 | +5.49% | |
| Horizon Investments, Llc | 2.03% | 3,048,861 | $185,340,260 | $195,523,456 | +$10,183,196 | +5.49% | |
| Wealth Enhancement Advisory Services, Llc | 0.27% | 2,906,865 | $180,777,943 | $186,417,252 | +$5,639,309 | +3.12% | |
| Osaic Holdings, Inc. | 0.21% | 2,959,304 | $179,900,375 | $189,780,166 | +$9,879,791 | +5.49% | |
| Gerber Kawasaki Wealth & Investment Management | 4.39% | 2,819,507 | $172,356,204 | $180,814,984 | +$8,458,780 | +4.91% | |
| Octavia Wealth Advisors, Llc | 14.79% | 2,818,236 | $171,320,552 | $180,733,475 | +$9,412,923 | +5.49% | |
| Lutz Financial Services Llc | 9.24% | 2,496,836 | $151,782,689 | $160,122,093 | +$8,339,404 | +5.49% | |
| Angeles Wealth Management, Llc | 6.54% | 2,427,158 | $148,391,925 | $155,653,643 | +$7,261,718 | +4.89% | |
| Benjamin Edwards Inc | 1.32% | 2,375,737 | $144,421,865 | $152,356,014 | +$7,934,149 | +5.49% | |
| Jones Financial Companies Lllp | 0.06% | 2,368,033 | $143,526,984 | $151,861,956 | +$8,334,972 | +5.81% | |
| Wells Fargo & Company/Mn | 0.02% | 2,352,228 | $142,991,975 | $150,848,382 | +$7,856,407 | +5.49% | |
| Alphastar Capital Management, Llc | 7.97% | 2,179,469 | $133,230,964 | $139,769,347 | +$6,538,383 | +4.91% | |
| Betterment Llc | 0.22% | 2,158,735 | $131,230,000 | $138,439,676 | +$7,209,676 | +5.49% | |
| Commonwealth Equity Services, Llc | 0.17% | 2,118,276 | $129,490,243 | $135,845,040 | +$6,354,797 | +4.91% | |
| Old National Bancorp | 2.43% | 2,010,412 | $122,896,484 | $128,927,722 | +$6,031,238 | +4.91% | |
| Magnus Financial Group Llc | 8.21% | 2,006,798 | $122,675,550 | $128,695,956 | +$6,020,406 | +4.91% | |
| Nicolet Bankshares Inc | 3.69% | 1,884,218 | $115,844,229 | $120,834,900 | +$4,990,671 | +4.31% | |
| Iht Wealth Management, Llc | 2.36% | 1,828,577 | $111,159,164 | $117,266,643 | +$6,107,479 | +5.49% | |
| Bell Bank | 3.99% | 1,734,577 | $106,034,692 | $111,238,423 | +$5,203,731 | +4.91% | |
| Exchange Traded Concepts, Llc | 0.43% | 1,603,939 | $98,048,791 | $102,860,608 | +$4,811,817 | +4.91% | |
| Founders Financial Securities Llc | 4.72% | 1,567,448 | $95,818,112 | $100,520,440 | +$4,702,328 | +4.91% |
Frequently asked questions about SPYV
Who are the largest institutional holders of SPYV?
The largest institutional holders of SPYV reported in the latest SEC Form 13F filings include Financial Engines Advisors L.L.C., Lpl Financial Llc, Goldman Sachs Group Inc, Allworth Financial Lp, and Bank Of America Corp. InsiderSet ranks institutional holders by their latest reported SPYV position.
What is SPYV institutional ownership?
This page tracks SPYV positions reported by institutional investment managers through SEC Form 13F. SPDR PORT S&P 500 VALUE (SPYV) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own SPYV?
InsiderSet currently tracks 1,200 institutional managers reporting SPYV holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of SPYV shareholders.
How much SPYV stock do institutions own?
Institutional investment managers disclosed approximately $29.47B in SPYV holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was SPYV institutional ownership last updated?
The latest SPYV institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional SPYV holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its SPYV position after the reporting date.
Are institutions buying or selling SPYV?
Institutional buying and selling can be analyzed by comparing SPYV positions across consecutive 13F reporting periods. InsiderSet's SPYV Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View SPYV ownership changes.
How has SPYV institutional ownership changed over time?
InsiderSet tracks SPYV institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.