SPYV

SS SPDR P S&P 500 VALUE ETF
USCUSIP 78464A508
Institutional Owners
252
+21 QoQ
13F Value Held
$10.0B
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentBullish
BearishBullish
13F funds (latest Q)63 adding · 34 trimming
Insider net (180d)+$0
Price history not yet available for SPYV.

Top institutional holders

252 13F filers
#FundPosition valueSharesLast moveAs of
1Financial Engines Advisors L.L.C.
$4.6B
81.41MReducedQ1 2026
2Valmark Advisers, Inc.
$509.0M
9.00MAddedQ1 2026
3Willis Johnson & Associates, Inc.
$343.3M
6.07MAddedQ1 2026
4Advisory Alpha, LLC
$279.8M
4.95MReducedQ1 2026
5NorthRock Partners, LLC
$259.5M
4.59MAddedQ1 2026
6Connecticut Wealth Management, LLC
$243.0M
4.29MAddedQ1 2026
7CWM, LLC
$235.5M
4.16MAddedQ1 2026
8Dynasty Wealth Management, LLC
$224.7M
3.97MAddedQ1 2026
9Quotient Wealth Partners, LLC
$217.3M
3.84MAddedQ1 2026
10TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
$210.2M
3.71MNewQ1 2026
11WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
$159.9M
2.82MReducedQ1 2026
12Private Advisor Group, LLC
$156.4M
2.76MReducedQ1 2026
13DIVERSIFY WEALTH MANAGEMENT, LLC
$154.9M
2.62MAddedQ1 2026
14Gerber Kawasaki Wealth & Investment Management
$144.5M
2.55MAddedQ1 2026
15ANGELES WEALTH MANAGEMENT, LLC
$124.4M
2.20MAddedQ1 2026
16BENJAMIN EDWARDS INC
$107.2M
1.90MAddedQ1 2026
17IHT Wealth Management, LLC
$93.2M
1.65MAddedQ1 2026
18Equitable Holdings, Inc.
$87.5M
1.54MReducedQ1 2026
19Integrated Wealth Concepts LLC
$83.9M
1.48MAddedQ1 2026
20EXCHANGE TRADED CONCEPTS, LLC
$73.6M
1.30MAddedQ1 2026
21FLAGSHIP HARBOR ADVISORS, LLC
$71.9M
1.27MNewQ4 2025
22MML INVESTORS SERVICES, LLC
$68.1M
1.20MAddedQ1 2026
23Klingman & Associates, LLC
$66.4M
1.17MReducedQ1 2026
24Dakota Wealth Management
$64.8M
1.15MAddedQ1 2026
25FLPUTNAM INVESTMENT MANAGEMENT CO
$62.3M
1.10MReducedQ1 2026

Fund activity — latest quarter

Opened (NEW)
12
funds
Added
51
funds
Reduced
34
funds
Exited
0
funds

Insider activity (Form 4)

No Form 4 insider transactions on file yet.

Institutional ownership over time

242 funds+241 since Q4 2021
0121242Q4 2021Q3 2022Q2 2023Q3 2024Q2 2025Q1 2026
funds holding aggregate valuelatest $10.1B

Funds that own SPYV also own

CompanyCo-held byCombined value
Nvidia Corp - USNVDA248 funds$52.2B
Microsoft Corp - USMSFT248 funds$42.6B
TATE STR SPDR S&P 500 ETF TSPY248 funds$37.1B
LPHABET INCGOOG248 funds$19.2B
Vanguard S&P 500 Etf - US ETPVOO247 funds$27.7B
Jpmorgan Chase & Co - USJPM247 funds$18.5B
Meta Platforms Inc.META247 funds$18.4B
Exxon Mobil CorpXOM247 funds$11.4B
Tesla Inc - USTSLA247 funds$9.1B
Apple Inc - USAAPL246 funds$55.9B
iShares S&P 500 ETFIVV246 funds$45.0B
Amazon.com IncAMZN246 funds$30.8B

Ranked by how many of SPYV'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.

13F holdings + Form 4 insider transactions + 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. Every panel above is one call to the Arkolith API & MCP server.