Who owns SPYV?
State Street SPDR Portfolio S&P 500 Value ETF · State Street
1,213 institutions reported holding SPYV, worth $29.9B, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of SPYV
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Financial Engines Advisors L.L.C. | Santa Clara, CA | $5.0B | 82,942,783 | +1,528,368 shares |
| LPL Financial LLC | Fort Mill, SC | $3.2B | 52,010,628 | +524,937 shares |
| Goldman Sachs Group Inc. | New York, NY | $1.4B | 23,183,404 | +350,749 shares |
| Allworth Financial LP | Folsom, CA | $1.1B | 18,476,358 | −1,290,724 shares |
| Bank of America Corp. | Charlotte, NC | $1.1B | 17,485,355 | +10,250,046 shares |
| Morgan Stanley | New York, NY | $590.4M | 9,712,590 | +338,120 shares |
| Valmark Advisers, Inc. | Akron, OH | $563.0M | 9,260,907 | +264,849 shares |
| Ameriprise Financial Inc. | Minneapolis, MN | $460.7M | 7,578,412 | +275,225 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $424.6M | 6,984,307 | +576,556 shares |
| JPMorgan Chase & Co | New York, NY | $401.2M | 6,598,736 | −305,831 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns SPYV?
1,213 institutional managers reported holding SPYV in Form 13F filings for June 30, 2026, worth $29.9B in total. The largest reported position was held by Financial Engines Advisors L.L.C., at $5.0B.
Did institutions buy or sell SPYV last quarter?
Reported 13F value rose 13.3% from March 31, 2026, which includes price moves as well as buying and selling. 115 firms reported a new position and 52 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is SPYV ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.