SPYV

SS SPDR P S&P 500 Value ETFETF
UnclassifiedUSCUSIP 78464A508◍ Confluence graph
Tracked 13F Holders
1122
-125 QoQ
13F Value (tracked)
$27.1B
13F Moves · latest Q
25 added
16 trimmed
Recent Filings
0

Who owns SPYV?

1122 tracked 13F filers

1122 tracked 13F filers disclose a position in SPYV as of the latest SEC 13F filings, a combined $27.1B in reported value. 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.

2 source-reported value rows are withheld because the reported units do not agree with same-security peers. Share counts remain visible and unchanged.
#FundPosition valueSharesLast moveAs ofHistory
1Financial Engines Advisors L.L.C.
$5.0B
82.9M
+1.9%
Added · +1.5M sh
Q2 2026
2LPL Financial LLC
$2.9B
51.5M
+2.8%
Added · +1.4M sh
Q1 2026
3GOLDMAN SACHS GROUP INC
$1.3B
22.8M
+1.4%
Added · +316K sh
Q1 2026
4Allworth Financial LP
$1.1B
19.8M
+0.4%
Added · +72K sh
Q1 2026
5MORGAN STANLEY
$530.4M
9.4M
−53%
Reduced · −10.4M sh
Q1 2026
6Valmark Advisers, Inc.
$563.0M
9.3M
+2.9%
Added · +265K sh
Q2 2026
7AMERIPRISE FINANCIAL INC
$414.3M
7.3M
−12%
Reduced · −999K sh
Q1 2026
8BANK OF AMERICA CORP /DE/
$409.4M
7.2M
−5.6%
Reduced · −431K sh
Q1 2026
9JPMORGAN CHASE & CO
$384.2M
6.9M
+1.6%
Added · +108K sh
Q1 2026
10RAYMOND JAMES FINANCIAL INC
$362.6M
6.4M
+6.7%
Added · +403K sh
Q1 2026
11Willis Johnson & Associates, Inc.
$380.1M
6.3M
+3.0%
Added · +185K sh
Q2 2026
12UBS Group AG
$348.3M
6.2M
−5.2%
Reduced · −339K sh
Q1 2026
13Equitable Holdings, Inc.
$319.6M
5.3M
+7.4%
Added · +364K sh
Q2 2026
14Advisory Alpha, LLC
$300.2M
4.9M
−0.1%
Reduced · −7K sh
Q2 2026
15NorthRock Partners, LLC
$297.2M
4.9M
+6.6%
Added · +303K sh
Q2 2026
16ENVESTNET ASSET MANAGEMENT INC
$271.7M
4.8M
+16%
Added · +664K sh
Q1 2026
17Connecticut Wealth Management, LLC
$283.6M
4.7M
+8.6%
Added · +371K sh
Q2 2026
18VANTAGEPOINT INVESTMENT ADVISERS LLC
$244.8M
4.3M
−3.0%
Reduced · −136K sh
Q1 2026
19ROYAL BANK OF CANADA
$243.2M
4.3M
−28%
Reduced · −1.7M sh
Q1 2026
20Cetera Investment Advisers
$238.0M
4.2M
+5.8%
Added · +230K sh
Q1 2026
21CWM, LLC
$235.5M
4.2M
+1.9%
Added · +77K sh
Q1 2026
22Dynasty Wealth Management, LLC
$248.2M
4.1M
+2.8%
Added · +112K sh
Q2 2026
23Quotient Wealth Partners, LLC
$239.5M
3.9M
+2.6%
Added · +99K sh
Q2 2026
24Cerity Partners LLC
$203.8M
3.6M
+0.9%
Added · +32K sh
Q1 2026
25AE Wealth Management LLC
$202.9M
3.6M
+2.5%
Added · +87K 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.

Is SPYV being bought or sold by institutions?

Last quarter, 0 funds opened a new position in SPYV and 25 added to an existing one, while 16 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
0
funds
Added
25
funds
Reduced
16
funds
Exited
0
funds

Funds that own SPYV also own

CompanyCo-held byCombined value
APPLE INCAAPL661 funds$121.6B
MICROSOFT CORPMSFT652 funds$108.8B
NVIDIA CORPNVDA649 funds$152.3B
ALPHABET INC-CL AGOOGL638 funds$58.7B
AMAZON.COM INCAMZN635 funds$80.9B
ALPHABET INC-CL CGOOG618 funds$57.2B
JPMORGAN CHASE & COJPM618 funds$30.3B
SS SPDR S&P 500 ETF TRUST-USSPY615 funds$27.4B
BERKSHIRE HATHAWAY INC-CL BBRK/B605 funds$19.2B
VANGUARD S&P 500 ETFVOO600 funds$26.5B
ISHARES CORE S&P 500 ETFIVV599 funds$50.0B
META PLATFORMS INC-CLASS AMETA592 funds$43.8B

Ranked by how many of SPYV's institutional holders also hold each name, a cross-fund conviction signal.

Institutional ownership over time

933 funds+303 since Q3 2024
05291058Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $15.3B · 2 values withheld

Recent filings

0 shown

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

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Connected entities for SPYV

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Ask your agent what changed in SPYV

This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/SPYV/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for SPYV.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for SPYV. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.