Who Owns SPYV?

State Street SPDR Portfolio S&P 500 Value ETF — Institutional Ownership & 13F Holdings

$55.74

-0.68 (-1.21%)

Market Cap

$32.4B

Shares Outstanding

559,194,578

Institutional Holders

989

Total Inst. Value

$18.7B

% of Float Held

QoQ Holder Change

+497

Institutional data as of Q1 2025

New Positions

989

Closed Positions

0

Increased

0

Decreased

0

Institutional Ownership Trend

Top 10 Institutional Holders(Q1 2025)

#FundValueShares
1Financial Engines Advisors L.L.C.New$4.0B78,809,775
2LPL Financial LLCNew$2.2B42,792,448
3Allworth Financial LPNew$790.9M16,207,539
4MORGAN STANLEYNew$501.0M9,809,307
5AMERIPRISE FINANCIAL INCNew$458.8M8,980,322
6Valmark Advisers, Inc.New$405.8M7,945,035
7UBS Group AGNew$343.1M6,718,939
8BANK OF AMERICA CORP /DE/New$313.6M6,140,956
9RAYMOND JAMES FINANCIAL INCNew$293.2M5,740,575
10Horizon Investments, LLCNew$258.4M5,059,600

Biggest Buyers & Sellers This Quarter

Top Buyers

FundShares AddedValue
Financial Engines Advisors L.L.C.New+78.8M$4.0B
LPL Financial LLCNew+42.8M$2.2B
Allworth Financial LPNew+16.2M$790.9M
MORGAN STANLEYNew+9.8M$501.0M
AMERIPRISE FINANCIAL INCNew+9.0M$458.8M

Top Sellers

FundShares RemovedValue

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Frequently Asked Questions

How many institutional investors hold SPYV?

As of Q1 2025, 989 institutional investors report holding SPYV (State Street SPDR Portfolio S&P 500 Value ETF) in their 13F filings.

Which hedge fund owns the most SPYV?

The largest institutional holder of SPYV is Financial Engines Advisors L.L.C. with $4.0B in shares.

Are institutions buying or selling SPYV?

This quarter, 989 institutions opened new positions in SPYV and 0 closed their positions.

What is 13F institutional ownership?

SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.

How often is institutional ownership data updated?

13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.