SS SPDR P S&P 500 Value ETFSPYVETF
13F holders, Q4 2025 (December 31)1,162holders +102
86new positions
62sold out
5famous investors
$56.83avg. 13F price*
At the end of Q4 2025, 1,162 institutions reported holding SS SPDR P S&P 500 Value ETF (SPYV) in their 13F filings, up 102 from Q3 2025. 86 opened new positions and 62 sold out. The largest holders were Financial Engines Advisors L.L.C. ($4.6B), LPL Financial LLC ($2.8B) and Goldman Sachs Group Inc. ($1.3B). 5 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- SS SPDR P S&P 500 Value ETF
- Filed as
- SPDR SERIES TRUST (Q4 2025)
- CUSIP
- 78464A508
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 86 | $136.5M |
| Exits | 62 | $158.6M |
All 13F filers, Q3 2025 → Q4 2025: 35,245,697 shares bought and 15,437,471 shares sold, net +19,808,226 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,162 holders
| Financial Engines Advisors L.L.C. | 8.81% | Add +0.1% | 81,809,191 | $4.6B |
| LPL Financial LLC | 0.78% | Add +7.9% | 50,099,107 | $2.8B |
| Goldman Sachs Group Inc. | 0.18% | Add +1.3% | 22,516,338 | $1.3B |
| Morgan Stanley | 0.07% | Add +120.2% | 19,747,812 | $1.1B |
| Allworth Financial LP | 4.60% | Add +2.0% | 19,695,295 | $1.1B |
| Valmark Advisers, Inc. | 6.13% | Add +2.7% | 8,740,145 | $496.5M |
| Ameriprise Financial Inc. | 0.11% | Reduce -3.2% | 8,301,824 | $471.7M |
| Bank of America Corp. | 0.03% | Add +15.5% | 7,666,313 | $435.5M |
| JPMorgan Chase & Co. | 0.03% | Reduce -8.8% | 6,796,464 | $386.1M |
| UBS Group AG | 0.07% | Reduce -10.7% | 6,494,394 | $368.9M |
| Raymond James Financial Inc. | 0.11% | Add +1.4% | 6,004,888 | $341.1M |
| Royal Bank of Canada | 0.06% | Add +38.5% | 6,004,456 | $341.1M |
| Willis Johnson & Associates, Inc. | 20.32% | Add +11.1% | 5,798,846 | $329.4M |
| Advisory Alpha, LLC | 8.73% | Add +0.6% | 5,641,848 | $320.5M |
| Equitable Holdings, Inc. | 2.01% | Add +6.0% | 5,165,300 | $293.4M |
| Wealth Enhancement Advisory Services, LLC | 0.36% | Add +0.8% | 4,637,090 | $268.6M |
| Vantagepoint Investment Advisers LLC | 2.04% | No change | 4,463,460 | $253.6M |
| NorthRock Partners, LLC | 4.24% | Reduce -0.4% | 4,417,191 | $250.9M |
| Envestnet Asset Management Inc. | 0.07% | Add +14.1% | 4,137,719 | $235.1M |
| Cwm, LLC | 0.63% | Add +0.3% | 4,085,059 | $232.1M |
| Cetera Investment Advisers | 0.25% | Reduce -3.2% | 3,975,800 | $225.9M |
| Horizon Investments, LLC | 2.79% | Add +6.3% | 3,871,030 | $219.9M |
| Tiaa Trust, National Association | 0.51% | Reduce -12.8% | 3,774,074 | $214.4M |
| Connecticut Wealth Management, LLC | 9.03% | Add +5.8% | 3,654,368 | $207.6M |
| Dynasty Wealth Management, LLC | 2.02% | Reduce -23.5% | 3,620,443 | $205.7M |
| Cerity Partners LLC | 0.30% | Add +2.8% | 3,569,519 | $202.8M |
| Quotient Wealth Partners, LLC | 5.39% | Reduce -21.5% | 3,567,718 | $202.7M |
| AE Wealth Management LLC | 1.14% | Add +12.2% | 3,499,178 | $198.8M |
| Osaic Holdings, Inc. | 0.26% | Reduce -14.4% | 3,131,480 | $177.9M |
| Private Advisor Group, LLC | 0.76% | Reduce -1.7% | 2,831,792 | $160.9M |
| HighTower Advisors, LLC | 0.16% | Add +2.1% | 2,540,516 | $144.3M |
| Gerber Kawasaki Wealth & Investment Management | 4.78% | Add +5.1% | 2,410,365 | $136.9M |
| Lutz Financial Services LLC | 9.23% | Add +5.4% | 2,387,903 | $135.7M |
| Betterment LLC | 0.25% | Reduce -3.4% | 2,331,001 | $132.4M |
| AlphaStar Capital Management, LLC | 9.67% | Add +30.7% | 2,319,673 | $131.8M |
| Octavia Wealth Advisors, LLC | 12.42% | Add +7.7% | 2,289,497 | $130.1M |
| Wells Fargo & Company | 0.02% | Add +10.2% | 2,109,021 | $119.8M |
| Mariner, LLC | 0.14% | Add +4.4% | 2,108,727 | $119.8M |
| Northwestern Mutual Wealth Management Co. | 0.08% | Add +8.8% | 2,098,138 | $119.2M |
| Angeles Wealth Management, LLC | 6.50% | Add +9.9% | 2,072,630 | $117.7M |
| Stifel Financial Corp. | 0.10% | Add +0.6% | 2,046,644 | $116.3M |
| First National Trust Co | 3.73% | Add +1.0% | 1,968,113 | $111.8M |
| Diversify Wealth Management, LLC | 4.77% | Add +72.0% | 1,760,587 | $102.2M |
| Magnus Financial Group LLC | 7.70% | Add +1.8% | 1,766,314 | $100.3M |
| KWB Wealth | 9.43% | Add +7.6% | 1,752,061 | $99.5M |
| Old National Bancorp | 1.57% | Add +2.2% | 1,661,688 | $94.4M |
| Commonwealth Equity Services, LLC | 0.13% | Add +4.8% | 1,650,911 | $93.8M |
| Bell Bank | 3.84% | Add +0.6% | 1,581,036 | $89.8M |
| Simon Quick Advisors, LLC | 3.78% | Reduce -1.8% | 1,526,488 | $86.7M |
| Benjamin Edwards Inc. | 0.96% | Add +0.7% | 1,524,255 | $86.6M |
| N.E.W. Advisory Services LLC | 6.40% | Add +8.7% | 1,523,011 | $86.5M |
| IHT Wealth Management, LLC | 2.02% | Add +5.0% | 1,461,794 | $83.0M |
| Compton Financial Group, LLC | 18.46% | Add +43.5% | 1,434,747 | $81.5M |
| Founders Financial Securities LLC | 4.62% | Add +5.8% | 1,380,276 | $78.4M |
| Flagship Harbor Advisors, LLC | 3.39% | Add +8.1% | 1,266,104 | $71.9M |
| Exchange Traded Concepts, LLC | 0.60% | Add +11.4% | 1,261,026 | $71.6M |
| Nicolet Advisory Services, LLC | 4.74% | Reduce -61.9% | 1,208,677 | $70.3M |
| Integrated Wealth Concepts LLC | 0.82% | Add +17.9% | 1,220,593 | $69.3M |
| Klingman & Associates, LLC | 3.28% | Add +0.1% | 1,195,167 | $67.9M |
| Flputnam Investment Management Co. | 0.93% | Reduce -7.4% | 1,119,775 | $63.6M |
| CoreCap Advisors, LLC | 2.15% | Add +4.7% | 1,084,559 | $61.6M |
| 71 West Capital Partners | 2.74% | — | 1,048,426 | $59.6M |
| MML Investors Services, LLC | 0.14% | Add +5.3% | 1,036,375 | $58.9M |
| FMR LLC | 0.00% | Reduce -1.2% | 1,033,028 | $58.7M |
| Corient Private Wealth LP | 0.08% | Add +3.9% | 1,025,495 | $58.3M |
| Whitcomb & Hess, Inc. | 12.90% | Add +4.2% | 942,692 | $54.7M |
| Jones Financial Companies LLLP | 0.03% | Add +38.5% | 961,028 | $54.6M |
| Cambridge Investment Research Advisors, Inc. | 0.14% | Reduce -5.2% | 904,778 | $51.4M |
| CGN Advisors LLC | 3.98% | Add +0.5% | 884,473 | $50.2M |
| Facet Wealth, Inc. | 0.86% | Reduce -12.7% | 841,912 | $48.8M |
| Creative Financial Designs Inc. | 3.06% | Add +3.6% | 855,339 | $48.6M |
| Perennial Investment Advisors, LLC | 3.83% | Add +6.3% | 852,199 | $48.4M |
| Leicht Financial Planning & Wealth Management, Inc. | 21.05% | Add +49.9% | 828,545 | $47.1M |
| Nottingham Advisors, Inc. | 6.42% | Reduce -2.0% | 810,567 | $46.0M |
| Waverly Advisors, LLC | 0.37% | Add +41.5% | 803,642 | $45.7M |
| Arrow Financial Corp | 4.44% | Reduce -0.2% | 783,199 | $44.5M |
| Balanced Wealth Group LLC | 16.02% | Add +2.9% | 790,564 | $43.8M |
| Tennessee Valley Asset Management Partners | 5.42% | Add +3.1% | 735,506 | $41.8M |
| Accredited Investors Inc. | 2.21% | Reduce -4.5% | 732,955 | $41.6M |
| Vicus Capital | 3.12% | Add +4.1% | 731,625 | $41.6M |
| Courier Capital LLC | 2.31% | Add +5.0% | 725,300 | $41.2M |
| Constellation Investments, Inc. | 1.25% | No change | 712,000 | $40.4M |
| Convergence Financial, LLC | 5.87% | Add +2.9% | 707,615 | $40.2M |
| Nicolet Bankshares Inc. | 6.44% | Reduce -33.2% | 706,930 | $40.2M |
| Moneco Advisors, LLC | 3.14% | Add +5.2% | 695,651 | $39.5M |
| Gladstone Institutional Advisory LLC | 1.49% | Reduce -4.9% | 694,326 | $39.4M |
| Shepherd Financial Partners LLC | 3.65% | Add +28.9% | 693,535 | $39.4M |
| Thrivent Financial for Lutherans | 0.07% | Add +0.2% | 688,637 | $39.4M |
| Creative Planning | 0.03% | Reduce -1.2% | 691,815 | $39.3M |
| Koss-Olinger Consulting, LLC | 3.04% | Add +5.5% | 691,510 | $39.3M |
| Avior Wealth Management, LLC | 1.22% | Add +4.4% | 689,717 | $39.2M |
| Dakota Wealth Management | 0.70% | Add +9.5% | 688,529 | $39.1M |
| ERn Financial, LLC | 7.22% | Add +4.9% | 676,263 | $38.4M |
| Tsfg, LLC | 5.67% | Add +15.3% | 668,138 | $38.0M |
| Scarborough Advisors, LLC | 6.24% | Add +19.1% | 650,462 | $37.0M |
| Woodard & Co. Asset Management Group Inc. | 5.81% | Reduce -7.6% | 646,065 | $36.7M |
| Prudential Financial Inc. | 0.04% | Reduce -2.5% | 625,644 | $35.8M |
| Higgins & Schmidt Wealth Strategies LLC | 16.59% | Add +4.8% | 616,365 | $35.0M |
| Confluence Investment Management LLC | 0.51% | Reduce -1.1% | 603,839 | $34.3M |
| HighPoint Advisor Group LLC | 0.75% | New | 602,558 | $34.2M |
"% 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.