Who owns State Street SPDR Portfolio S&P 500 Value ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of SPYV from SEC Form 13F filings across 1,217 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 1,217 institutions disclosed 489.8M shares of State Street SPDR Portfolio S&P 500 Value ETF worth $29.79B — about 84% of shares outstanding; the largest disclosed holder is Financial Engines Advisors L.L.C.. Source: SEC Form 13F filings, parsed by EvidInvest.
1,217
13F holders
$29.79B
value, 2026 filers
84%
of shares outstanding (489.8M sh)
123
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of SPYV's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Financial Engines Advisors L.L.C. | 82.9M | $5.04B | 9.0% | 14.2% | +1.9% |
| 2 | LPL Financial LLC | 52.0M | $3.16B | 0.7% | 8.9% | +1.0% |
| 3 | GOLDMAN SACHS GROUP INC | 23.2M | $1.41B | 0.1% | 4% | +1.5% |
| 4 | Allworth Financial LP | 18.5M | $1.12B | 4.8% | 3.2% | -6.5% |
| 5 | BANK OF AMERICA CORP /DE/ | 17.5M | $1.06B | 0.1% | 3% | +141.7% |
| 6 | MORGAN STANLEY | 9.7M | $590.4M | 0.0% | 1.7% | +3.6% |
| 7 | Valmark Advisers, Inc. | 9.3M | $563.0M | 6.0% | 1.6% | +2.9% |
| 8 | AMERIPRISE FINANCIAL INC | 7.6M | $460.7M | 0.1% | 1.3% | +3.8% |
| 9 | RAYMOND JAMES FINANCIAL INC | 7.0M | $424.6M | 0.1% | 1.2% | +9.0% |
| 10 | JPMORGAN CHASE & CO | 6.6M | $401.2M | 0.0% | 1.1% | -4.4% |
| 11 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 6.3M | $383.7M | 0.3% | 1.1% | +1807.9% |
| 12 | Willis Johnson & Associates, Inc. | 6.3M | $380.1M | 21.2% | 1.1% | +3.1% |
| 13 | UBS Group AG | 6.1M | $370.6M | 0.0% | 1% | -1.0% |
| 14 | Equitable Holdings, Inc. | 5.3M | $319.6M | 1.9% | 0.9% | +7.4% |
| 15 | Advisory Alpha, LLC | 4.9M | $300.2M | 7.4% | 0.8% | -0.1% |
| 16 | NorthRock Partners, LLC | 4.9M | $297.2M | 4.3% | 0.8% | +6.6% |
| 17 | ROYAL BANK OF CANADA | 4.9M | $296.7M | 0.0% | 0.8% | +13.5% |
| 18 | Connecticut Wealth Management, LLC | 4.7M | $283.6M | 10.5% | 0.8% | +8.6% |
| 19 | VANTAGEPOINT INVESTMENT ADVISERS LLC | 4.3M | $261.5M | 2.0% | 0.7% | -0.6% |
| 20 | ENVESTNET ASSET MANAGEMENT INC | 4.3M | $261.4M | 0.1% | 0.7% | -10.5% |
| 21 | Cetera Investment Advisers | 4.2M | $254.5M | 0.2% | 0.7% | -0.5% |
| 22 | Dynasty Wealth Management, LLC | 4.1M | $248.2M | 1.8% | 0.7% | +2.8% |
| 23 | Quotient Wealth Partners, LLC | 3.9M | $239.5M | 5.7% | 0.7% | +2.6% |
| 24 | Cerity Partners LLC | 3.7M | $222.7M | 0.3% | 0.6% | +1.7% |
| 25 | AE Wealth Management LLC | 3.6M | $217.8M | 1.0% | 0.6% | -0.1% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.