SPDR PORT S&P 500 VALUE (SPYV) Institutional Shareholders
SPDR PORT S&P 500 VALUE (SPYV) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $26.00B in SPYV holdings during the latest filing period.
Financial Engines Advisors L.L.C. is currently the largest disclosed institutional shareholder of SPYV tracked by InsiderSet, reporting ownership valued at approximately $4.61B in its March 31, 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 $5.04B, representing an estimated gain of +9.44% 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
1,156
Total Reported Value
$26.00B
Largest Holder
Financial Engines Advisors L.L.C.
Largest Position
$4.61B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
46
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. | 9.35% | 81,414,415 | $4,606,427,573 | $5,041,180,577 | +$434,753,004 | +9.44% | |
| Lpl Financial Llc | 0.77% | 51,485,691 | $2,913,060,291 | $3,187,993,987 | +$274,933,696 | +9.44% | |
| Goldman Sachs Group Inc | 0.17% | 22,832,655 | $1,291,871,603 | $1,413,797,998 | +$121,926,395 | +9.44% | |
| Allworth Financial Lp | 4.55% | 19,767,082 | $1,118,421,474 | $1,223,977,717 | +$105,556,243 | +9.44% | |
| Morgan Stanley | 0.03% | 9,374,470 | $530,407,609 | $580,467,182 | +$50,059,573 | +9.44% | |
| Valmark Advisers, Inc. | 6.05% | 8,996,058 | $508,996,964 | $557,035,911 | +$48,038,947 | +9.44% | |
| Ameriprise Financial Inc | 0.10% | 7,303,187 | $414,325,345 | $452,213,339 | +$37,887,994 | +9.14% | |
| Bank Of America Corp | 0.03% | 7,235,309 | $409,373,799 | $448,010,333 | +$38,636,534 | +9.44% | |
| Raymond James Financial Inc | 0.11% | 6,407,751 | $362,550,580 | $396,767,942 | +$34,217,362 | +9.44% | |
| Ubs Group Ag | 0.06% | 6,155,621 | $348,285,037 | $381,156,052 | +$32,871,015 | +9.44% | |
| Willis Johnson & Associates, Inc. | 20.02% | 6,067,330 | $343,289,515 | $375,689,074 | +$32,399,559 | +9.44% | |
| Horizon Investments, Llc | 3.38% | 5,332,176 | $301,694,518 | $330,168,338 | +$28,473,820 | +9.44% | |
| Advisory Alpha, Llc | 7.65% | 4,945,272 | $279,805,953 | $306,211,242 | +$26,405,289 | +9.44% | |
| Equitable Holdings, Inc. | 1.79% | 4,898,740 | $278,297,419 | $303,329,981 | +$25,032,562 | +8.99% | |
| Envestnet Asset Management Inc | 0.07% | 4,802,123 | $271,704,117 | $297,347,456 | +$25,643,339 | +9.44% | |
| Northrock Partners, Llc | 4.19% | 4,586,305 | $259,493,171 | $283,984,006 | +$24,490,835 | +9.44% | |
| Vantagepoint Investment Advisers Llc | 2.07% | 4,327,273 | $244,837,106 | $267,944,744 | +$23,107,638 | +9.44% | |
| Royal Bank Of Canada | 0.05% | 4,298,247 | $243,194,000 | $266,147,454 | +$22,953,454 | +9.44% | |
| Connecticut Wealth Management, Llc | 10.18% | 4,294,646 | $242,991,091 | $265,924,480 | +$22,933,389 | +9.44% | |
| Cetera Investment Advisers | 0.25% | 4,205,952 | $237,972,754 | $260,432,548 | +$22,459,794 | +9.44% | |
| Cwm, Llc | 0.62% | 4,161,823 | $235,475,923 | $257,700,080 | +$22,224,157 | +9.44% | |
| Dynasty Wealth Management, Llc | 1.96% | 3,971,984 | $224,734,863 | $245,945,249 | +$21,210,386 | +9.44% | |
| Quotient Wealth Partners, Llc | 5.72% | 3,840,648 | $217,303,884 | $237,812,924 | +$20,509,040 | +9.44% | |
| Tiaa-Cref Individual & Institutional Services, Llc | 0.81% | 3,714,629 | $210,173,709 | $230,009,828 | +$19,836,119 | +9.44% | |
| Cerity Partners Llc | 0.29% | 3,601,934 | $203,797,421 | $223,031,753 | +$19,234,332 | +9.44% | |
| Ae Wealth Management Llc | 1.10% | 3,586,411 | $202,919,090 | $222,070,569 | +$19,151,479 | +9.44% | |
| Wealth Enhancement Advisory Services, Llc | 0.29% | 2,831,310 | $174,776,737 | $175,314,715 | +$537,978 | +0.31% | |
| Hightower Advisors, Llc | 0.18% | 3,080,319 | $174,284,641 | $190,733,352 | +$16,448,711 | +9.44% | |
| Octavia Wealth Advisors, Llc | 14.79% | 2,818,236 | $171,320,552 | $174,505,173 | +$3,184,621 | +1.86% | |
| Independent Advisor Alliance | 1.69% | 2,780,187 | $157,303,031 | $172,149,179 | +$14,846,148 | +9.44% | |
| Private Advisor Group, Llc | 0.73% | 2,764,634 | $156,422,960 | $171,186,137 | +$14,763,177 | +9.44% | |
| Diversify Wealth Management, Llc | 2.76% | 2,618,389 | $154,877,686 | $162,130,647 | +$7,252,961 | +4.68% | |
| Osaic Holdings, Inc. | 0.23% | 2,721,924 | $154,011,016 | $168,541,534 | +$14,530,518 | +9.43% | |
| Stifel Financial Corp | 0.14% | 2,662,837 | $150,663,455 | $164,882,867 | +$14,219,412 | +9.44% | |
| Gerber Kawasaki Wealth & Investment Management | 4.60% | 2,552,495 | $144,499,341 | $158,050,490 | +$13,551,149 | +9.38% | |
| Lutz Financial Services Llc | 9.26% | 2,434,676 | $137,753,969 | $150,755,138 | +$13,001,169 | +9.44% | |
| Angeles Wealth Management, Llc | 6.77% | 2,198,037 | $124,364,934 | $136,102,451 | +$11,737,517 | +9.44% | |
| Northwestern Mutual Wealth Management Co | 0.08% | 2,157,934 | $122,095,891 | $133,619,273 | +$11,523,382 | +9.44% | |
| Wells Fargo & Company/Mn | 0.02% | 2,154,706 | $121,913,232 | $133,419,396 | +$11,506,164 | +9.44% | |
| Mariner, Llc | 0.14% | 2,094,975 | $118,532,668 | $129,720,852 | +$11,188,184 | +9.44% | |
| Magnus Financial Group Llc | 8.31% | 1,931,275 | $117,402,235 | $119,584,548 | +$2,182,313 | +1.86% | |
| Old National Bancorp | 2.33% | 1,922,651 | $116,877,953 | $119,050,550 | +$2,172,597 | +1.86% | |
| Benjamin Edwards Inc | 1.11% | 1,981,597 | $112,119,370 | $122,700,486 | +$10,581,116 | +9.44% | |
| Alphastar Capital Management, Llc | 8.15% | 1,953,318 | $110,518,740 | $120,949,451 | +$10,430,711 | +9.44% | |
| First National Trust Co | 3.67% | 1,904,362 | $107,748,801 | $117,918,095 | +$10,169,294 | +9.44% | |
| Nicolet Bankshares Inc | 3.94% | 1,885,561 | $106,768,777 | $116,753,937 | +$9,985,160 | +9.35% | |
| Bell Bank | 3.93% | 1,694,652 | $103,017,895 | $104,932,852 | +$1,914,957 | +1.86% | |
| Commonwealth Equity Services, Llc | 0.13% | 1,684,483 | $95,308,055 | $104,303,187 | +$8,995,132 | +9.44% | |
| Iht Wealth Management, Llc | 2.17% | 1,646,902 | $93,181,688 | $101,976,172 | +$8,794,484 | +9.44% | |
| Simon Quick Advisors, Llc | 3.96% | 1,529,979 | $86,566,210 | $94,736,300 | +$8,170,090 | +9.44% |
Frequently asked questions about SPYV
Who owns the most SPYV stock?
The largest holders of SPYV are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for SPDR PORT S&P 500 VALUE (SPYV).
Is SPYV widely held by superinvestors?
Many widely followed stocks like SPYV appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly SPYV is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.