SPVM

Invesco S&P 500 Value With M
UnclassifiedUSCUSIP 46137V423◍ Confluence graph
Tracked 13F Holders
7
+3 QoQ
13F Value (tracked)
$966K
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentBullish
BearishBullish
13F funds (latest Q)2 adding · 1 trimming
Insider net (180d)$0
Price history not yet available for SPVM.
Build

Use SPVM data in an agent

The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.

Build

Ask your agent who owns SPVM

This stock page is the Follow view. The Build view lets your agent query SPVM owners, fund changes, insider filings, and source links through REST or MCP.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/SPVM"
Ask your agent
Use Arkolith to show who owns SPVM,
which funds added or reduced it, and which
SEC filings prove each claim.

Top institutional holders

7 tracked 13F filers
#FundPosition valueSharesLast moveAs ofHistory
1NewEdge Advisors, LLC
$892K
13K
+183%
Added · +8K sh
Q1 2026
2Clearstead Advisors, LLC
$28K
400
Held
Q1 2026
3Root Financial Partners, LLC
$19K
283
New
+283 sh
Q1 2026
4Sound Income Strategies, LLC
$14K
209
Held
Q1 2026
5CWM, LLC
$8K
114
−85%
Reduced · −648 sh
Q1 2026
6IFP Advisors, Inc
$5K
76
+23%
Added · +14 sh
Q1 2026
7Larson Financial Group LLC
$53
1
−100%
Reduced · −547 sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Fund activity: latest quarter

Opened (NEW)
1
funds
Added
1
funds
Reduced
1
funds
Exited
0
funds

Insider activity (Form 4)

No Form 4 insider transactions on file yet.

Institutional ownership over time

20 funds+7 since Q2 2022
01020Q2 2022Q1 2023Q4 2023Q3 2024Q2 2025Q1 2026
funds holding aggregate valuelatest $27.5M

Funds that own SPVM also own

CompanyCo-held byCombined value
APPLE INCAAPL8 funds$2.9B
ISHARES CORE S&P 500 ETFIVV8 funds$2.3B
NVIDIA CORPNVDA8 funds$2.2B
VANGUARD S&P 500 ETFVOO8 funds$1.9B
MICROSOFT CORPMSFT8 funds$1.9B
AMAZON.COM INCAMZN8 funds$1.4B
STE STR SPDR PT S&P 500 ETFSPYM8 funds$1.4B
SS SPDR S&P 500 ETF TRUST-USSPY8 funds$1.4B
ALPHABET INC-CL AGOOGL8 funds$1.1B
STE STR SPDR PT DW EU ETFSPDW8 funds$1.0B
INVESCO QQQ TRUST SERIES 1QQQ8 funds$929.6M
ISHARES S&P 500 GROWTH ETFIVW8 funds$928.6M

Ranked by how many of SPVM's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

Browse more

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for SPVM. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.