SS SPDR P S&P 500 VALUE ETF SPYV
$61.64
+1.0% 52w: $50.06 – $61.64
Latest 13F among current holders filed 4 days ago (Jul 1, 2026)
Price — last 12 months
research preview data50.0655.8561.64
Jun 20, 2025 Jul 2, 2026
Institutional holders
1.2K
+22 QoQ
13F value
$26.77B
-1.6% QoQ
Smart-money holders
17
signal tier ≥ 2
New smart buyers
4
Q1 2026
Options barometer
3.6×
$3.6M calls / $1.0M puts
Institutional value by quarter
Number of holders
Who owns SPYV?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Financial Engines Advisors L.L.C. | Wealth advisor | 81.4M | $4.61B | 9.4% | -0.5% |
| LPL Financial LLC | Bank broker | 51.5M | $2.91B | 0.8% | +2.8% |
| GOLDMAN SACHS GROUP INC | Bank broker | 22.8M | $1.29B | 0.2% | +1.4% |
| Allworth Financial LP | Wealth advisor | 19.8M | $1.12B | 4.5% | +0.4% |
| MORGAN STANLEY | Bank broker | 9.4M | $530.4M | 0.0% | -52.5% |
| Valmark Advisers, Inc. | Wealth advisor | 9.0M | $509.0M | 6.1% | +2.9% |
| AMERIPRISE FINANCIAL INC | Bank broker | 7.3M | $414.3M | 0.1% | -12.0% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 7.2M | $409.4M | 0.0% | -5.6% |
| JPMORGAN CHASE & CO | Bank broker | 6.9M | $384.2M | 0.0% | +1.6% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 6.4M | $362.6M | 0.1% | +6.7% |
| UBS Group AG | Bank broker | 6.2M | $348.3M | 0.1% | -5.2% |
| Willis Johnson & Associates, Inc. | Wealth advisor | 6.1M | $343.3M | 20.0% | +4.6% |
| Horizon Investments, LLC | Diversified mechanical | 5.3M | $301.7M | 3.4% | +37.7% |
| Advisory Alpha, LLC | Wealth advisor | 4.9M | $279.8M | 7.6% | -12.3% |
| Equitable Holdings, Inc. | Wealth advisor | 4.9M | $278.3M | 1.8% | -5.2% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 4.8M | $271.7M | 0.1% | +16.1% |
| NorthRock Partners, LLC | Wealth advisor | 4.6M | $259.5M | 4.2% | +3.8% |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | Wealth advisor | 4.3M | $244.8M | 2.1% | -3.1% |
| ROYAL BANK OF CANADA | Bank broker | 4.3M | $243.2M | 0.0% | -28.4% |
| Connecticut Wealth Management, LLC | Wealth advisor | 4.3M | $243.0M | 10.2% | +17.5% |
| Cetera Investment Advisers | Wealth advisor | 4.2M | $238.0M | 0.3% | +5.8% |
| CWM, LLC | Wealth advisor | 4.2M | $235.5M | 0.6% | +1.9% |
| Dynasty Wealth Management, LLC | Wealth advisor | 4.0M | $224.7M | 2.0% | +9.7% |
| Quotient Wealth Partners, LLC | Wealth advisor | 3.8M | $217.3M | 5.7% | +7.6% |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | Wealth advisor | 3.7M | $210.2M | 0.8% | — |
| Cerity Partners LLC | Diversified mechanical | 3.6M | $203.8M | 0.3% | +0.9% |
| AE Wealth Management LLC | Wealth advisor | 3.6M | $202.9M | 1.1% | +2.5% |
| HighTower Advisors, LLC | Diversified mechanical | 3.1M | $174.3M | 0.2% | +21.2% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 2.8M | $159.9M | 0.4% | -39.2% |
| Independent Advisor Alliance | Wealth advisor | 2.8M | $157.3M | 1.7% | +5108.4% |
| Private Advisor Group, LLC | Wealth advisor | 2.8M | $156.4M | 0.7% | -2.4% |
| DIVERSIFY WEALTH MANAGEMENT, LLC | Wealth advisor | 2.6M | $154.9M | 2.8% | +48.7% |
| Octavia Wealth Advisors, LLC | Wealth advisor | 2.7M | $154.0M | 14.7% | +18.9% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 2.7M | $154.0M | 0.2% | -13.1% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 2.7M | $150.7M | 0.1% | +30.1% |
| Gerber Kawasaki Wealth & Investment Management | Wealth advisor | 2.6M | $144.5M | 4.6% | +5.9% |
| Lutz Financial Services LLC | Wealth advisor | 2.4M | $137.8M | 9.3% | +2.0% |
| Betterment LLC | Wealth advisor | 2.2M | $127.2M | 0.2% | -3.6% |
| ANGELES WEALTH MANAGEMENT, LLC | Wealth advisor | 2.2M | $124.4M | 6.8% | +6.1% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 2.2M | $122.1M | 0.1% | +2.8% |
| WELLS FARGO & COMPANY/MN | Bank broker | 2.2M | $121.9M | 0.0% | +2.2% |
| Mariner, LLC | Diversified mechanical | 2.1M | $118.5M | 0.1% | -0.7% |
| BENJAMIN EDWARDS INC | Diversified mechanical | 2.0M | $112.1M | 1.1% | +30.0% |
| AlphaStar Capital Management, LLC | Wealth advisor | 2.0M | $110.5M | 8.1% | -15.8% |
| OLD NATIONAL BANCORP /IN/ | Other | 1.9M | $109.9M | 1.8% | +16.9% |
| First National Trust Co | Other | 1.9M | $107.7M | 3.7% | -3.2% |
| NICOLET BANKSHARES INC | Wealth advisor | 1.9M | $106.8M | 3.9% | +166.7% |
| Magnus Financial Group LLC | Wealth advisor | 1.8M | $104.0M | 8.5% | +4.0% |
| Bell Bank | Wealth advisor | 1.8M | $99.2M | 4.2% | +10.9% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 1.7M | $95.3M | 0.1% | +2.0% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.