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Institutional Ownership · SEC Form 13F

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.

1,181
Institutional holders
481M
Shares held (tracked funds)

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.

FundSharesReported value% of valueQuarter
Financial Engines Advisors L.L.C. added82,942,783$5.0B20.1%2026-Q2
LPL Financial LLC added52,010,628$3.2B12.6%2026-Q2
GOLDMAN SACHS GROUP INC added23,183,404$1.4B5.6%2026-Q2
Allworth Financial LP trimmed18,476,358$1.1B4.5%2026-Q2
BANK OF AMERICA CORP /DE/ added17,485,355$1.1B4.2%2026-Q2
MORGAN STANLEY added9,712,590$590M2.4%2026-Q2
Valmark Advisers, Inc. added9,260,907$563M2.2%2026-Q2
AMERIPRISE FINANCIAL INC added7,578,412$461M1.8%2026-Q2
RAYMOND JAMES FINANCIAL INC added6,984,307$425M1.7%2026-Q2
JPMORGAN CHASE & CO trimmed6,598,736$401M1.6%2026-Q2
MANUFACTURERS LIFE INSURANCE COMPANY, THE added6,312,030$384M1.5%2026-Q2
Willis Johnson & Associates, Inc. added6,252,618$380M1.5%2026-Q2
UBS Group AG trimmed6,096,814$371M1.5%2026-Q2
Equitable Holdings, Inc. added5,262,630$320M1.3%2026-Q2
Advisory Alpha, LLC trimmed4,938,446$300M1.2%2026-Q2
NorthRock Partners, LLC added4,889,672$297M1.2%2026-Q2
ROYAL BANK OF CANADA added4,880,123$297M1.2%2026-Q2
Connecticut Wealth Management, LLC added4,665,939$284M1.1%2026-Q2
VANTAGEPOINT INVESTMENT ADVISERS LLC trimmed4,302,423$262M1.0%2026-Q2
ENVESTNET ASSET MANAGEMENT INC trimmed4,300,158$261M1.0%2026-Q2
Cetera Investment Advisers trimmed4,186,310$254M1.0%2026-Q2
Dynasty Wealth Management, LLC added4,083,530$248M1.0%2026-Q2
Quotient Wealth Partners, LLC added3,939,693$239M1.0%2026-Q2
Cerity Partners LLC added3,664,076$223M0.9%2026-Q2
AE Wealth Management LLC trimmed3,582,797$218M0.9%2026-Q2
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC trimmed3,495,135$212M0.8%2026-Q2
STIFEL FINANCIAL CORP added3,144,532$191M0.8%2026-Q2
Private Advisor Group, LLC added3,052,238$186M0.7%2026-Q2
Horizon Investments, LLC trimmed3,048,861$185M0.7%2026-Q2
OSAIC HOLDINGS, INC. added2,959,304$180M0.7%2026-Q2
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added2,831,310$175M0.7%2026-Q2
DIVERSIFY WEALTH MANAGEMENT, LLC added2,818,867$175M0.7%2026-Q2
Diversify Advisory Services, LLC added2,818,867$175M0.7%2026-Q2
Octavia Wealth Advisors, LLC added2,818,236$171M0.7%2026-Q2
Gerber Kawasaki Wealth & Investment Management added2,693,155$164M0.7%2026-Q2
Lutz Financial Services LLC added2,496,836$152M0.6%2026-Q2
BENJAMIN EDWARDS INC added2,375,737$144M0.6%2026-Q2
JONES FINANCIAL COMPANIES LLLP added2,368,033$144M0.6%2026-Q2
WELLS FARGO & COMPANY/MN added2,352,228$143M0.6%2026-Q2
ANGELES WEALTH MANAGEMENT, LLC added2,311,111$141M0.6%2026-Q2
COMMONWEALTH EQUITY SERVICES, LLC added2,167,693$132M0.5%2026-Q2
Integrated Wealth Concepts LLC added2,036,379$124M0.5%2026-Q2
AlphaStar Capital Management, LLC added2,033,800$124M0.5%2026-Q2
Magnus Financial Group LLC added1,931,275$117M0.5%2026-Q2
OLD NATIONAL BANCORP /IN/ trimmed1,922,651$117M0.5%2026-Q2
First National Trust Co trimmed1,898,954$115M0.5%2026-Q2
NICOLET BANKSHARES INC trimmed1,884,218$116M0.5%2026-Q2
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed1,870,677$114M0.5%2026-Q2
IHT Wealth Management, LLC added1,828,577$111M0.4%2026-Q2
Bell Bank trimmed1,694,652$103M0.4%2026-Q2
Mariner, LLC trimmed1,564,264$95M0.4%2026-Q2
FOUNDERS FINANCIAL SECURITIES LLC added1,525,773$93M0.4%2026-Q2
SIMON QUICK ADVISORS, LLC trimmed1,524,098$93M0.4%2026-Q2
EXCHANGE TRADED CONCEPTS, LLC added1,488,475$90M0.4%2026-Q2
MML INVESTORS SERVICES, LLC added1,486,410$90M0.4%2026-Q2
Dakota Wealth Management added1,367,223$83M0.3%2026-Q2
KWB Wealth trimmed1,365,288$83M0.3%2026-Q2
FLAGSHIP HARBOR ADVISORS, LLC added1,337,444$81M0.3%2026-Q2
Convergence Financial, LLC trimmed1,211,498$74M0.3%2026-Q2
Klingman & Associates, LLC added1,173,526$71M0.3%2026-Q2
FLPUTNAM INVESTMENT MANAGEMENT CO trimmed1,096,659$67M0.3%2026-Q2
71 West Capital Partners trimmed1,072,643$65M0.3%2026-Q2
FMR LLC added1,054,676$64M0.3%2026-Q2
CONFLUENCE INVESTMENT MANAGEMENT LLC added1,047,254$64M0.3%2026-Q2
Summit Financial, LLC added1,024,625$62M0.2%2026-Q2
Waverly Advisors, LLC added996,736$61M0.2%2026-Q2
Whitcomb & Hess, Inc. added991,666$60M0.2%2026-Q2
N.E.W. Advisory Services LLC trimmed977,108$59M0.2%2026-Q2
PRUDENTIAL FINANCIAL INC added904,959$55M0.2%2026-Q2
CGN Advisors LLC trimmed859,839$52M0.2%2026-Q2
COURIER CAPITAL LLC added849,798$52M0.2%2026-Q2
MONECO ADVISORS, LLC added846,807$51M0.2%2026-Q2
Leicht Financial Planning & Wealth Management, Inc. added830,431$50M0.2%2026-Q2
BALANCED WEALTH GROUP LLC added827,687$50M0.2%2026-Q2
Perennial Investment Advisors, LLC trimmed813,155$49M0.2%2026-Q2
Corient Private Wealth LP trimmed797,007$48M0.2%2026-Q2
Facet Wealth, Inc. trimmed793,438$48M0.2%2026-Q2
Arrow Financial Corp trimmed770,376$47M0.2%2026-Q2
ELEVATION POINT WEALTH PARTNERS, LLC trimmed767,081$47M0.2%2026-Q2
Tennessee Valley Asset Management Partners added764,278$46M0.2%2026-Q2
NOTTINGHAM ADVISORS, INC. trimmed747,960$55M0.2%2026-Q2
Creative Planning added739,442$45M0.2%2026-Q2
Avior Wealth Management, LLC added739,292$45M0.2%2026-Q2
CoreCap Advisors, LLC trimmed715,808$44M0.2%2026-Q2
ERn Financial, LLC added712,567$43M0.2%2026-Q2
Constellation Investments, Inc.712,000$43M0.2%2026-Q2
VICUS CAPITAL trimmed705,222$43M0.2%2026-Q2
Accredited Investors Inc. trimmed701,724$43M0.2%2026-Q2
Higgins & Schmidt Wealth Strategies LLC added677,779$41M0.2%2026-Q2
GREAT VALLEY ADVISOR GROUP, INC. added668,835$41M0.2%2026-Q2
Alta Wealth Advisors LLC added656,065$40M0.2%2026-Q2
Pinnacle Wealth Planning Services, Inc. added626,738$38M0.2%2026-Q2
Geneos Wealth Management Inc. added591,302$36M0.1%2026-Q2
Gladstone Institutional Advisory LLC trimmed590,728$36M0.1%2026-Q2
WALLER FINANCIAL PLANNING GROUP, INC trimmed577,788$35M0.1%2026-Q2
NORTHERN TRUST CORP added575,516$35M0.1%2026-Q2
McNamara Financial Services, Inc. added573,157$35M0.1%2026-Q2
HighPoint Advisor Group LLC trimmed572,226$35M0.1%2026-Q2
Compton Financial Group, LLC trimmed569,655$35M0.1%2026-Q2
NewEdge Advisors, LLC added565,797$34M0.1%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.

HoldersTotal shares

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.

Learn how to read institutional ownership