DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded FundCyclicalNet sold
SPYV

SS SPDR P S&P 500 VALUE ETF

1,235 institutions still hold SS SPDR P S&P 500 VALUE ETF as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 78464A508·Exchange Traded Fund·1,235 13F holders·last filed Mar 31, 2026
Market cap
2.9%
vs prior quarter
13F value held
$15.3B
49.0% inst. owned
of float
Holders
1,235
-80 QoQ
filers reporting
Activity
+41 / −85
+907 added · −758 reduced
this quarter
Concentration
30.13%
Financial Engines Advisors L.L.C. #1
top holder share
AI Holders Summary · Q1 2026

1,235 institutions reported SPYV in Q1 2026. Financial Engines Advisors L.L.C. leads at 30.1% of the visible book. -80 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Financial Engines Advisors L.L.C.
CIK 0001420473
$4.6B81.4M9.35%Q1 2026
02
LPL Financial LLC
CIK 0001403438
$2.9B51.5M0.77%Q1 2026
03
GOLDMAN SACHS GROUP INC
CIK 0000886982
$1.3B22.8M0.15%Q1 2026
04
Allworth Financial LP
CIK 0001555170
$1.1B19.8M4.53%Q1 2026
05
MORGAN STANLEY
CIK 0000895421
$530M9.4M0.03%Q1 2026
06
Valmark Advisers, Inc.
CIK 0001380443
$509M9.0M6.05%Q1 2026
07
AMERIPRISE FINANCIAL INC
CIK 0000820027
$414M7.3M0.10%Q1 2026
08
BANK OF AMERICA CORP /DE/
CIK 0000070858
$409M7.2M0.03%Q1 2026
09
JPMORGAN CHASE & CO
CIK 0000019617
$384M6.9M0.02%Q1 2026
10
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$363M6.4M0.11%Q1 2026
11
UBS Group AG
CIK 0001610520
$348M6.2M0.05%Q1 2026
12
Willis Johnson & Associates, Inc.
CIK 0001853239
$343M6.1M19.99%Q1 2026
13
Advisory Alpha, LLC
CIK 0001576762
$280M4.9M7.65%Q1 2026
14
Equitable Holdings, Inc.
CIK 0001333986
$278M4.9M1.79%Q1 2026
15
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$272M4.8M0.07%Q1 2026
16
NorthRock Partners, LLC
CIK 0001632097
$259M4.6M4.18%Q1 2026
17
VANTAGEPOINT INVESTMENT ADVISERS LLC
CIK 0001087912
$245M4.3M2.07%Q1 2026
18
ROYAL BANK OF CANADA
CIK 0001000275
$243M4.3M0.04%Q1 2026
19
Connecticut Wealth Management, LLC
CIK 0001689829
$243M4.3M10.18%Q1 2026
20
Cetera Investment Advisers
CIK 0001666741
$238M4.2M0.25%Q1 2026
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