Who owns State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF (SPYV)
Which tracked institutional funds hold SPYV, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SPYV company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-17). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
377 tracked funds added or opened SPYV while 129 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
SPYV’s largest tracked holder by dollar value, Financial Engines Advisors L.L.C., sizes it at 9.0% of its own reported 13F book, while the median holder sizes it at 1.9% of theirs — a 7.1pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in SPYV divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 1181 tracked filers holding SPYV, 577 increased or opened the position and 516 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in SPYV between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 24
- Diversify Advisory Services, LLC$175M
- ELEVATION POINT WEALTH PARTNERS, LLC$47M
- Global Retirement Partners, LLC$26M
- Financial Gravity Companies, Inc.$12M
- AXXCESS WEALTH MANAGEMENT, LLC$10M
- TOP Private Wealth LLC.$9M
Full exits 45
- CWM, LLC$235M
- HighTower Advisors, LLC$174M
- Betterment LLC$127M
- Cambridge Investment Research Advisors, Inc.$46M
- TSFG, LLC$44M
- Thrivent Financial for Lutherans$38M
Largest adds
- BANK OF AMERICA CORP /DE/$654M
- Financial Engines Advisors L.L.C.$436M
- MANUFACTURERS LIFE INSURANCE COMPANY, THE$365M
- LPL Financial LLC$249M
- GOLDMAN SACHS GROUP INC$117M
- RAYMOND JAMES FINANCIAL INC$62M
Largest trims
- Independent Advisor Alliance$152M
- Horizon Investments, LLC$116M
- Compton Financial Group, LLC$27M
- CoreCap Advisors, LLC$24M
- Mariner, LLC$23M
- Modern Wealth Management, LLC$19M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Financial Engines Advisors L.L.C. added | 82,942,783 | $5.0B | 20.1% | 2026-Q2 |
| LPL Financial LLC added | 52,010,628 | $3.2B | 12.6% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 23,183,404 | $1.4B | 5.6% | 2026-Q2 |
| Allworth Financial LP trimmed | 18,476,358 | $1.1B | 4.5% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 17,485,355 | $1.1B | 4.2% | 2026-Q2 |
| MORGAN STANLEY added | 9,712,590 | $590M | 2.4% | 2026-Q2 |
| Valmark Advisers, Inc. added | 9,260,907 | $563M | 2.2% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 7,578,412 | $461M | 1.8% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 6,984,307 | $425M | 1.7% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 6,598,736 | $401M | 1.6% | 2026-Q2 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE added | 6,312,030 | $384M | 1.5% | 2026-Q2 |
| Willis Johnson & Associates, Inc. added | 6,252,618 | $380M | 1.5% | 2026-Q2 |
| UBS Group AG trimmed | 6,096,814 | $371M | 1.5% | 2026-Q2 |
| Equitable Holdings, Inc. added | 5,262,630 | $320M | 1.3% | 2026-Q2 |
| Advisory Alpha, LLC trimmed | 4,938,446 | $300M | 1.2% | 2026-Q2 |
| NorthRock Partners, LLC added | 4,889,672 | $297M | 1.2% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 4,880,123 | $297M | 1.2% | 2026-Q2 |
| Connecticut Wealth Management, LLC added | 4,665,939 | $284M | 1.1% | 2026-Q2 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC trimmed | 4,302,423 | $262M | 1.0% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 4,300,158 | $261M | 1.0% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 4,186,310 | $254M | 1.0% | 2026-Q2 |
| Dynasty Wealth Management, LLC added | 4,083,530 | $248M | 1.0% | 2026-Q2 |
| Quotient Wealth Partners, LLC added | 3,939,693 | $239M | 1.0% | 2026-Q2 |
| Cerity Partners LLC added | 3,664,076 | $223M | 0.9% | 2026-Q2 |
| AE Wealth Management LLC trimmed | 3,582,797 | $218M | 0.9% | 2026-Q2 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC trimmed | 3,495,135 | $212M | 0.8% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 3,144,532 | $191M | 0.8% | 2026-Q2 |
| Private Advisor Group, LLC added | 3,052,238 | $186M | 0.7% | 2026-Q2 |
| Horizon Investments, LLC trimmed | 3,048,861 | $185M | 0.7% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 2,959,304 | $180M | 0.7% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 2,831,310 | $175M | 0.7% | 2026-Q2 |
| DIVERSIFY WEALTH MANAGEMENT, LLC added | 2,818,867 | $175M | 0.7% | 2026-Q2 |
| Diversify Advisory Services, LLC added | 2,818,867 | $175M | 0.7% | 2026-Q2 |
| Octavia Wealth Advisors, LLC added | 2,818,236 | $171M | 0.7% | 2026-Q2 |
| Gerber Kawasaki Wealth & Investment Management added | 2,693,155 | $164M | 0.7% | 2026-Q2 |
| Lutz Financial Services LLC added | 2,496,836 | $152M | 0.6% | 2026-Q2 |
| BENJAMIN EDWARDS INC added | 2,375,737 | $144M | 0.6% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 2,368,033 | $144M | 0.6% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 2,352,228 | $143M | 0.6% | 2026-Q2 |
| ANGELES WEALTH MANAGEMENT, LLC added | 2,311,111 | $141M | 0.6% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 2,167,693 | $132M | 0.5% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 2,036,379 | $124M | 0.5% | 2026-Q2 |
| AlphaStar Capital Management, LLC added | 2,033,800 | $124M | 0.5% | 2026-Q2 |
| Magnus Financial Group LLC added | 1,931,275 | $117M | 0.5% | 2026-Q2 |
| OLD NATIONAL BANCORP /IN/ trimmed | 1,922,651 | $117M | 0.5% | 2026-Q2 |
| First National Trust Co trimmed | 1,898,954 | $115M | 0.5% | 2026-Q2 |
| NICOLET BANKSHARES INC trimmed | 1,884,218 | $116M | 0.5% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 1,870,677 | $114M | 0.5% | 2026-Q2 |
| IHT Wealth Management, LLC added | 1,828,577 | $111M | 0.4% | 2026-Q2 |
| Bell Bank trimmed | 1,694,652 | $103M | 0.4% | 2026-Q2 |
| Mariner, LLC trimmed | 1,564,264 | $95M | 0.4% | 2026-Q2 |
| FOUNDERS FINANCIAL SECURITIES LLC added | 1,525,773 | $93M | 0.4% | 2026-Q2 |
| SIMON QUICK ADVISORS, LLC trimmed | 1,524,098 | $93M | 0.4% | 2026-Q2 |
| EXCHANGE TRADED CONCEPTS, LLC added | 1,488,475 | $90M | 0.4% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 1,486,410 | $90M | 0.4% | 2026-Q2 |
| Dakota Wealth Management added | 1,367,223 | $83M | 0.3% | 2026-Q2 |
| KWB Wealth trimmed | 1,365,288 | $83M | 0.3% | 2026-Q2 |
| FLAGSHIP HARBOR ADVISORS, LLC added | 1,337,444 | $81M | 0.3% | 2026-Q2 |
| Convergence Financial, LLC trimmed | 1,211,498 | $74M | 0.3% | 2026-Q2 |
| Klingman & Associates, LLC added | 1,173,526 | $71M | 0.3% | 2026-Q2 |
| FLPUTNAM INVESTMENT MANAGEMENT CO trimmed | 1,096,659 | $67M | 0.3% | 2026-Q2 |
| 71 West Capital Partners trimmed | 1,072,643 | $65M | 0.3% | 2026-Q2 |
| FMR LLC added | 1,054,676 | $64M | 0.3% | 2026-Q2 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC added | 1,047,254 | $64M | 0.3% | 2026-Q2 |
| Summit Financial, LLC added | 1,024,625 | $62M | 0.2% | 2026-Q2 |
| Waverly Advisors, LLC added | 996,736 | $61M | 0.2% | 2026-Q2 |
| Whitcomb & Hess, Inc. added | 991,666 | $60M | 0.2% | 2026-Q2 |
| N.E.W. Advisory Services LLC trimmed | 977,108 | $59M | 0.2% | 2026-Q2 |
| PRUDENTIAL FINANCIAL INC added | 904,959 | $55M | 0.2% | 2026-Q2 |
| CGN Advisors LLC trimmed | 859,839 | $52M | 0.2% | 2026-Q2 |
| COURIER CAPITAL LLC added | 849,798 | $52M | 0.2% | 2026-Q2 |
| MONECO ADVISORS, LLC added | 846,807 | $51M | 0.2% | 2026-Q2 |
| Leicht Financial Planning & Wealth Management, Inc. added | 830,431 | $50M | 0.2% | 2026-Q2 |
| BALANCED WEALTH GROUP LLC added | 827,687 | $50M | 0.2% | 2026-Q2 |
| Perennial Investment Advisors, LLC trimmed | 813,155 | $49M | 0.2% | 2026-Q2 |
| Corient Private Wealth LP trimmed | 797,007 | $48M | 0.2% | 2026-Q2 |
| Facet Wealth, Inc. trimmed | 793,438 | $48M | 0.2% | 2026-Q2 |
| Arrow Financial Corp trimmed | 770,376 | $47M | 0.2% | 2026-Q2 |
| ELEVATION POINT WEALTH PARTNERS, LLC trimmed | 767,081 | $47M | 0.2% | 2026-Q2 |
| Tennessee Valley Asset Management Partners added | 764,278 | $46M | 0.2% | 2026-Q2 |
| NOTTINGHAM ADVISORS, INC. trimmed | 747,960 | $55M | 0.2% | 2026-Q2 |
| Creative Planning added | 739,442 | $45M | 0.2% | 2026-Q2 |
| Avior Wealth Management, LLC added | 739,292 | $45M | 0.2% | 2026-Q2 |
| CoreCap Advisors, LLC trimmed | 715,808 | $44M | 0.2% | 2026-Q2 |
| ERn Financial, LLC added | 712,567 | $43M | 0.2% | 2026-Q2 |
| Constellation Investments, Inc. | 712,000 | $43M | 0.2% | 2026-Q2 |
| VICUS CAPITAL trimmed | 705,222 | $43M | 0.2% | 2026-Q2 |
| Accredited Investors Inc. trimmed | 701,724 | $43M | 0.2% | 2026-Q2 |
| Higgins & Schmidt Wealth Strategies LLC added | 677,779 | $41M | 0.2% | 2026-Q2 |
| GREAT VALLEY ADVISOR GROUP, INC. added | 668,835 | $41M | 0.2% | 2026-Q2 |
| Alta Wealth Advisors LLC added | 656,065 | $40M | 0.2% | 2026-Q2 |
| Pinnacle Wealth Planning Services, Inc. added | 626,738 | $38M | 0.2% | 2026-Q2 |
| Geneos Wealth Management Inc. added | 591,302 | $36M | 0.1% | 2026-Q2 |
| Gladstone Institutional Advisory LLC trimmed | 590,728 | $36M | 0.1% | 2026-Q2 |
| WALLER FINANCIAL PLANNING GROUP, INC trimmed | 577,788 | $35M | 0.1% | 2026-Q2 |
| NORTHERN TRUST CORP added | 575,516 | $35M | 0.1% | 2026-Q2 |
| McNamara Financial Services, Inc. added | 573,157 | $35M | 0.1% | 2026-Q2 |
| HighPoint Advisor Group LLC trimmed | 572,226 | $35M | 0.1% | 2026-Q2 |
| Compton Financial Group, LLC trimmed | 569,655 | $35M | 0.1% | 2026-Q2 |
| NewEdge Advisors, LLC added | 565,797 | $34M | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.