Who Owns SPYV?
State Street SPDR Portfolio S&P 500 Value ETF — Institutional Ownership & 13F Holdings
$58.98
-0.14 (-0.23%)
Market Cap
$32.4B
Shares Outstanding
561,291,870
Institutional Holders
989
Total Inst. Value
$16.7B
% of Float Held
—
QoQ Holder Change
+497
Institutional data as of Q1 2025
New Positions
296
Closed Positions
69
Increased
345
Decreased
255
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Financial Engines Advisors L.L.C. | $4.0B | 78,809,775 |
| 2 | MORGAN STANLEY | $501.0M | 9,809,307 |
| 3 | AMERIPRISE FINANCIAL INC | $458.8M | 8,980,322 |
| 4 | Valmark Advisers, Inc. | $405.8M | 7,945,035 |
| 5 | JPMORGAN CHASE & CO | $347.3M | 6,800,995 |
| 6 | UBS Group AG | $343.1M | 6,718,939 |
| 7 | Demars Financial Group, LLC | $340.3M | 17,380,190 |
| 8 | BANK OF AMERICA CORP /DE/ | $313.6M | 6,140,956 |
| 9 | RAYMOND JAMES FINANCIAL INC | $293.2M | 5,740,575 |
| 10 | Horizon Investments, LLC | $258.4M | 5,059,600 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Financial Engines Advisors L.L.C. | +595K | $4.0B |
| MORGAN STANLEY | +623K | $501.0M |
| AMERIPRISE FINANCIAL INC | +950K | $458.8M |
| Valmark Advisers, Inc. | +279K | $405.8M |
| JPMORGAN CHASE & CO | +1.4M | $347.3M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Independent Advisor Alliance | -1.5M | $1.4M |
| Advisory Alpha, LLC | -1.5M | $157.3M |
| ROYAL BANK OF CANADA | -1.1M | $215.5M |
| TIAA TRUST, NATIONAL ASSOCIATION | -949K | $149.5M |
| Strategic Financial Concepts, LLC | -903K | $1.2M |
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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, 296 institutions opened new positions in SPYV and 69 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.