SS SPDR P S&P 500 Value ETFSPYVETF
13F holders, Q2 2025 (June 30)1,049holders +32
78new positions
44sold out
5famous investors
$52.34avg. 13F price*
At the end of Q2 2025, 1,049 institutions reported holding SS SPDR P S&P 500 Value ETF (SPYV) in their 13F filings, up 32 from Q1 2025. 78 opened new positions and 44 sold out. The largest holders were Financial Engines Advisors L.L.C. ($4.2B), LPL Financial LLC ($2.4B) and Allworth Financial LP ($870.4M). 5 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- SS SPDR P S&P 500 Value ETF
- Filed as
- SPDR SERIES TRUST (Q2 2025)
- CUSIP
- 78464A508
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 78 | $123.3M |
| Exits | 44 | $83.7M |
All 13F filers, Q1 2025 → Q2 2025: 25,692,455 shares bought and 20,685,732 shares sold, net +5,006,723 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,049 holders
| Financial Engines Advisors L.L.C. | 8.47% | Add +2.9% | 81,086,542 | $4.2B |
| LPL Financial LLC | 0.79% | Add +5.5% | 45,142,578 | $2.4B |
| Allworth Financial LP | 4.18% | Add +2.6% | 16,630,130 | $870.4M |
| Morgan Stanley | 0.03% | Reduce -0.1% | 9,796,229 | $512.7M |
| Valmark Advisers, Inc. | 6.04% | Add +4.1% | 8,271,615 | $432.9M |
| Ameriprise Financial Inc. | 0.11% | Reduce -7.9% | 8,271,005 | $432.9M |
| JPMorgan Chase & Co. | 0.03% | Add +5.7% | 7,191,638 | $376.4M |
| UBS Group AG | 0.07% | Reduce -1.6% | 6,609,996 | $346.0M |
| Bank of America Corp. | 0.03% | Add +5.5% | 6,478,462 | $339.1M |
| Raymond James Financial Inc. | 0.10% | Add +1.4% | 5,821,052 | $304.7M |
| Advisory Alpha, LLC | 8.50% | Add +3.8% | 5,213,790 | $272.9M |
| Equitable Holdings, Inc. | 2.11% | Add +10.0% | 4,879,270 | $255.4M |
| Horizon Investments, LLC | 3.94% | Reduce -6.0% | 4,757,058 | $249.0M |
| Royal Bank of Canada | 0.05% | Add +10.8% | 4,673,435 | $244.6M |
| NorthRock Partners, LLC | 6.31% | Add +4.1% | 4,625,524 | $242.1M |
| Wealth Enhancement Advisory Services, LLC | 0.39% | Add +26.1% | 4,456,511 | $237.1M |
| Willis Johnson & Associates, Inc. | 15.63% | Add +6.3% | 4,392,930 | $229.9M |
| Quotient Wealth Partners, LLC | 6.75% | Add +3.9% | 4,384,101 | $229.5M |
| Dynasty Wealth Management, LLC | 3.74% | Reduce -4.7% | 4,189,223 | $219.3M |
| Cwm, LLC | 0.77% | Add +2.5% | 4,188,320 | $219.2M |
| Envestnet Asset Management Inc. | 0.06% | Reduce -7.1% | 4,182,883 | $218.9M |
| Tiaa Trust, National Association | 0.52% | Add +30.6% | 3,823,232 | $200.1M |
| Osaic Holdings, Inc. | 0.35% | Reduce -4.0% | 3,727,553 | $195.1M |
| Cetera Investment Advisers | 0.33% | Add +14.3% | 3,709,949 | $194.2M |
| Cerity Partners LLC | 0.32% | Add +0.5% | 3,455,643 | $180.9M |
| Nicolet Advisory Services, LLC | 13.89% | Add +5.1% | 3,131,577 | $163.2M |
| Connecticut Wealth Management, LLC | 7.60% | Add +11.4% | 3,051,332 | $159.7M |
| Private Advisor Group, LLC | 0.82% | Reduce -14.3% | 2,925,054 | $153.1M |
| Goldman Sachs Group Inc. | 0.02% | Add +99.4% | 2,839,061 | $148.6M |
| AE Wealth Management LLC | 1.00% | Add +22.6% | 2,608,841 | $136.5M |
| Betterment LLC | 0.28% | Reduce -2.4% | 2,512,074 | $131.5M |
| Bank of New York Mellon Corp | 0.02% | Reduce -21.3% | 2,500,425 | $130.9M |
| HighTower Advisors, LLC | 0.16% | Reduce -2.9% | 2,392,796 | $125.2M |
| Lutz Financial Services LLC | 8.97% | Reduce -0.1% | 2,206,774 | $115.5M |
| Stifel Financial Corp. | 0.11% | Add +15.1% | 2,110,741 | $110.5M |
| First National Trust Co | 4.12% | Add +7.2% | 2,103,940 | $110.1M |
| Gerber Kawasaki Wealth & Investment Management | 4.24% | Add +4.2% | 2,096,598 | $109.7M |
| Octavia Wealth Advisors, LLC | 12.29% | Add +3.5% | 2,064,818 | $108.1M |
| Mariner, LLC | 0.15% | Add +6.1% | 1,933,939 | $101.2M |
| AlphaStar Capital Management, LLC | 6.92% | Add +22.6% | 1,880,110 | $98.4M |
| Northwestern Mutual Wealth Management Co. | 0.07% | Add +18.5% | 1,813,974 | $94.9M |
| Angeles Wealth Management, LLC | 6.40% | Reduce -7.0% | 1,782,982 | $93.3M |
| Magnus Financial Group LLC | 8.16% | Add +2.7% | 1,770,576 | $92.7M |
| Wells Fargo & Company | 0.02% | Add +3.6% | 1,673,891 | $87.6M |
| Old National Bancorp | 1.50% | Reduce -4.4% | 1,613,259 | $84.4M |
| Benjamin Edwards Inc. | 1.06% | Add +24.1% | 1,596,810 | $83.6M |
| Simon Quick Advisors, LLC | 4.17% | Reduce -12.4% | 1,573,013 | $82.3M |
| Bell Bank | 3.70% | Add +5.2% | 1,516,195 | $79.4M |
| Commonwealth Equity Services, LLC | 0.10% | Add +5.5% | 1,484,953 | $77.7M |
| KWB Wealth | 9.12% | Reduce -3.3% | 1,469,549 | $75.0M |
| N.E.W. Advisory Services LLC | 6.97% | Reduce -27.8% | 1,372,477 | $71.8M |
| IHT Wealth Management, LLC | 1.93% | Add +12.6% | 1,339,077 | $70.1M |
| Good Life Advisors, LLC | 4.20% | Reduce -3.3% | 1,284,416 | $67.2M |
| Flputnam Investment Management Co. | 1.11% | Reduce -3.2% | 1,231,071 | $64.4M |
| Klingman & Associates, LLC | 3.45% | Add +5.7% | 1,196,168 | $62.6M |
| Flagship Harbor Advisors, LLC | 2.84% | Reduce -22.3% | 1,145,512 | $60.0M |
| Scarborough Advisors, LLC | 11.49% | Add +39.7% | 1,106,745 | $57.9M |
| Nicolet Bankshares Inc. | 10.00% | Add +2.1% | 1,106,250 | $57.9M |
| FMR LLC | 0.00% | Reduce -4.0% | 1,061,274 | $55.5M |
| Facet Wealth, Inc. | 1.20% | Reduce -18.9% | 995,809 | $52.6M |
| CoreCap Advisors, LLC | 2.11% | Add +5.7% | 1,001,606 | $52.4M |
| Integrated Wealth Concepts LLC | 0.53% | Add +32.7% | 1,000,442 | $52.4M |
| Strategic Financial Concepts, LLC | 7.29% | Add +3960.9% | 989,774 | $51.8M |
| Founders Financial Securities LLC | 3.92% | Add +9.9% | 985,939 | $51.6M |
| Compton Financial Group, LLC | 13.24% | Add +32.1% | 972,397 | $50.9M |
| Cambridge Investment Research Advisors, Inc. | 0.15% | Add +3.8% | 956,585 | $50.1M |
| Corient Private Wealth LP | 0.07% | Add +3.9% | 938,475 | $49.1M |
| Diversify Wealth Management, LLC | 3.02% | Add +12.2% | 910,472 | $48.9M |
| MML Investors Services, LLC | 0.14% | Add +20.1% | 909,779 | $47.6M |
| Whitcomb & Hess, Inc. | 13.07% | Add +1.5% | 885,530 | $46.3M |
| Modern Wealth Management, LLC | 1.08% | Reduce -36.0% | 836,916 | $43.8M |
| CGN Advisors LLC | 3.88% | Add +8.2% | 830,617 | $43.5M |
| Perennial Investment Advisors, LLC | 4.16% | Add +8.6% | 819,774 | $42.9M |
| Elevation Point Wealth Partners, LLC | 3.33% | Reduce -39.7% | 815,592 | $42.7M |
| Nottingham Advisors, Inc. | 6.30% | Reduce -3.9% | 811,784 | $42.5M |
| Arrow Financial Corp | 4.41% | Add +0.5% | 799,564 | $41.8M |
| Janney Montgomery Scott LLC | 0.11% | Reduce -26.1% | 794,001 | $41.6M |
| Creative Financial Designs Inc. | 2.97% | Reduce -0.1% | 789,159 | $41.3M |
| Accredited Investors Inc. | 2.44% | Reduce -4.7% | 788,483 | $41.3M |
| Balanced Wealth Group LLC | 17.63% | Add +4.2% | 770,196 | $40.6M |
| Gladstone Institutional Advisory LLC | 1.66% | Add +5.8% | 766,456 | $40.1M |
| Constellation Investments, Inc. | 1.72% | No change | 712,000 | $37.3M |
| Tennessee Valley Asset Management Partners | 9.46% | Add +3.1% | 711,937 | $37.3M |
| Woodard & Co. Asset Management Group Inc. | 6.71% | Add +0.6% | 697,973 | $36.5M |
| Exchange Traded Concepts, LLC | 0.46% | New | 695,083 | $36.4M |
| Franklin Resources Inc. | 0.01% | Reduce -82.5% | 689,238 | $36.1M |
| Confluence Investment Management LLC | 0.51% | Add +22.1% | 685,828 | $35.9M |
| Prudential Financial Inc. | 0.05% | No change | 683,426 | $35.8M |
| Courier Capital LLC | 2.10% | Add +8.4% | 662,146 | $34.7M |
| Koss-Olinger Consulting, LLC | 2.84% | Add +10.7% | 661,213 | $34.6M |
| Creative Planning | 0.03% | Reduce -4.3% | 656,509 | $34.4M |
| Vicus Capital | 2.81% | Add +10.3% | 645,443 | $33.8M |
| Dakota Wealth Management | 0.70% | Add +39.1% | 635,558 | $33.3M |
| Avior Wealth Management, LLC | 1.12% | Add +2.0% | 619,361 | $32.4M |
| Moneco Advisors, LLC | 2.98% | Add +12.9% | 611,808 | $32.0M |
| Jones Financial Companies LLLP | 0.02% | Add +104.5% | 612,942 | $31.9M |
| Envestnet Portfolio Solutions, Inc. | 0.12% | Reduce -23.7% | 605,651 | $31.7M |
| Sanctuary Advisors, LLC | 0.20% | Add +23.6% | 605,114 | $31.7M |
| Avantax Planning Partners, Inc. | 0.96% | Add +13.9% | 580,273 | $30.4M |
| ERn Financial, LLC | 6.40% | Add +4.0% | 579,699 | $30.3M |
"% of holder's portfolio" is SPYV's weight in each manager's 13F, not the share of SS SPDR P S&P 500 Value ETF the manager owns.