13F Insight
DOSSIER · 13F Holders · Q2 2026ETF · Exchange Traded Fund
SPYV

SS SPDR P S&P 500 VALUE ETF

1,286 institutions still hold SS SPDR P S&P 500 VALUE ETF as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 78464A508·Exchange Traded Fund·1,286 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$17.4B
visible holders
Holders
1,286
filers reporting
Concentration
28.99%
Financial Engines Advisors L.L.C. #1
top holder share
AI Holders Summary · Q2 2026

1,286 institutions reported SPYV in Q2 2026. Financial Engines Advisors L.L.C. leads at 29.0% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Financial Engines Advisors L.L.C.
CIK 0001420473
$5.0B82.9M8.95%Q2 202602
LPL Financial LLC
CIK 0001403438
$3.2B52.0M0.71%Q2 202603
GOLDMAN SACHS GROUP INC
CIK 0000886982
$1.4B23.2M0.12%Q2 202604
Allworth Financial LP
CIK 0001555170
$1.1B18.5M4.77%Q2 202605
BANK OF AMERICA CORP /DE/
CIK 0000070858
$1.1B17.5M0.07%Q2 202606
MORGAN STANLEY
CIK 0000895421
$590M9.7M0.03%Q2 202607
Valmark Advisers, Inc.
CIK 0001380443
$563M9.3M5.97%Q2 202608
AMERIPRISE FINANCIAL INC
CIK 0000820027
$461M7.6M0.09%Q2 202609
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$425M7.0M0.12%Q2 202610
JPMORGAN CHASE & CO
CIK 0000019617
$401M6.6M0.02%Q2 202611
MANUFACTURERS LIFE INSURANCE COMPANY, THE
CIK 0000928047
$384M6.3M0.30%Q2 202612
Willis Johnson & Associates, Inc.
CIK 0001853239
$380M6.3M21.17%Q2 202613
UBS Group AG
CIK 0001610520
$371M6.1M0.05%Q2 202614
Equitable Holdings, Inc.
CIK 0001333986
$320M5.3M1.91%Q2 202615
Advisory Alpha, LLC
CIK 0001576762
$300M4.9M7.36%Q2 202616
NorthRock Partners, LLC
CIK 0001632097
$297M4.9M4.31%Q2 202617
ROYAL BANK OF CANADA
CIK 0001000275
$297M4.9M0.04%Q2 202618
Connecticut Wealth Management, LLC
CIK 0001689829
$284M4.7M10.49%Q2 202619
VANTAGEPOINT INVESTMENT ADVISERS LLC
CIK 0001087912
$262M4.3M1.96%Q2 202620
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$261M4.3M0.06%Q2 2026
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