SPYV Institutional Ownership
State Street SPDR Portfolio S&P 500 Value ETF
1W: -1.1%
1M: -3.0%
3M: -0.6%
YTD: +8.0%
1Y: +10.8%
3Y: +55.7%
5Y: +67.8%
$61.48
+0.24 (+0.39%)
Weekly Expected Move ±1.2%
$60
$61
$61
$62
$63
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
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Institutional Ownership — SPYV
1,265
Institutional Holders
+28 vs prior quarter
0.0%
Ownership
+0.00pp
29B
Total Invested
105
New Positions
492
Increased
471
Reduced
52
Closed
1.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (1333 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Financial Engines Advisors L.L.C. | 82,942,783 | 5.1B | +1,528,368 | +1.9% | 28Q | SEC ↗ |
| 2 | LPL Financial LLC | 52,010,628 | 3.2B | +524,937 | +1.0% | 54Q | SEC ↗ |
| 3 | GOLDMAN SACHS GROUP INC | 23,183,404 | 1.4B | +350,749 | +1.5% | 15Q | SEC ↗ |
| 4 | Allworth Financial LP | 18,476,358 | 1.1B | -1,290,724 | -6.5% | 31Q | SEC ↗ |
| 5 | BANK OF AMERICA CORP /DE | 17,485,355 | 1.1B | +10,250,046 | +141.7% | 15Q | SEC ↗ |
| 6 | MORGAN STANLEY | 9,712,590 | 597M | +338,120 | +3.6% | 60Q | SEC ↗ |
| 7 | Valmark Advisers, Inc. | 9,260,907 | 569M | +264,849 | +2.9% | 34Q | SEC ↗ |
| 8 | AMERIPRISE FINANCIAL INC | 7,578,412 | 466M | +275,225 | +3.8% | 16Q | SEC ↗ |
| 9 | RAYMOND JAMES FINANCIAL INC | 6,984,307 | 429M | +576,556 | +9.0% | 7Q | SEC ↗ |
| 10 | JPMORGAN CHASE & CO | 6,598,736 | 406M | -305,831 | -4.4% | 27Q | SEC ↗ |
| 11 | MANUFACTURERS LIFE INSURANCE COMPANY, | 6,312,030 | 388M | +5,981,186 | +1807.9% | 2Q | SEC ↗ |
| 12 | Willis Johnson & Associates, Inc. | 6,252,618 | 384M | +185,288 | +3.1% | 20Q | SEC ↗ |
| 13 | UBS Group AG | 6,096,814 | 375M | -58,807 | -1.0% | 47Q | SEC ↗ |
| 14 | Equitable Holdings, Inc. | 5,262,630 | 324M | +363,890 | +7.4% | 27Q | SEC ↗ |
| 15 | Advisory Alpha, LLC | 4,938,446 | 304M | -6,826 | -0.1% | 33Q | SEC ↗ |
| 16 | NorthRock Partners, LLC | 4,889,672 | 301M | +303,367 | +6.6% | 29Q | SEC ↗ |
| 17 | ROYAL BANK OF CANADA | 4,880,123 | 300M | +581,876 | +13.5% | 67Q | SEC ↗ |
| 18 | Connecticut Wealth Management, LLC | 4,665,939 | 287M | +371,293 | +8.6% | 6Q | SEC ↗ |
| 19 | VANTAGEPOINT INVESTMENT ADVISERS LLC | 4,302,423 | 265M | -24,850 | -0.6% | 4Q | SEC ↗ |
| 20 | ENVESTNET ASSET MANAGEMENT INC | 4,300,158 | 264M | -501,965 | -10.5% | 32Q | SEC ↗ |
| 21 | Cetera Investment Advisers | 4,186,310 | 257M | -19,642 | -0.5% | 23Q | SEC ↗ |
| 22 | CWM, LLC | 4,161,823 | 256M | +76,764 | +1.9% | 18Q | SEC ↗ |
| 23 | Dynasty Wealth Management, LLC | 4,083,530 | 251M | +111,546 | +2.8% | 10Q | SEC ↗ |
| 24 | Quotient Wealth Partners, LLC | 3,939,693 | 242M | +99,045 | +2.6% | 11Q | SEC ↗ |
| 25 | Cerity Partners LLC | 3,664,076 | 225M | +62,142 | +1.7% | 17Q | SEC ↗ |
| 26 | AE Wealth Management LLC | 3,582,797 | 220M | -3,614 | -0.1% | 29Q | SEC ↗ |
| 27 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL S | 3,495,135 | 215M | -219,494 | -5.9% | 2Q | SEC ↗ |
| 28 | HighTower Advisors, LLC | 3,210,846 | 197M | +130,527 | +4.2% | 37Q | SEC ↗ |
| 29 | STIFEL FINANCIAL CORP | 3,144,532 | 193M | +481,695 | +18.1% | 34Q | SEC ↗ |
| 30 | Private Advisor Group, LLC | 3,052,238 | 188M | +287,604 | +10.4% | 38Q | SEC ↗ |
| 31 | Horizon Investments, LLC | 3,048,861 | 187M | -2,283,315 | -42.8% | 22Q | SEC ↗ |
| 32 | OSAIC HOLDINGS, INC. | 2,959,304 | 182M | +237,380 | +8.7% | 26Q | SEC ↗ |
| 33 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 2,831,310 | 174M | +11,522 | +0.4% | 34Q | SEC ↗ |
| 34 | DIVERSIFY WEALTH MANAGEMENT, LLC | 2,818,867 | 173M | +200,478 | +7.7% | 9Q | SEC ↗ |
| 35 | Diversify Advisory Services, LLC NEW | 2,818,867 | 173M | — | +0.0% | 1Q | SEC ↗ |
| 36 | Octavia Wealth Advisors, LLC | 2,818,236 | 173M | +95,617 | +3.5% | 11Q | SEC ↗ |
| 37 | Gerber Kawasaki Wealth & Investment Ma | 2,693,155 | 166M | +140,660 | +5.5% | 23Q | SEC ↗ |
| 38 | Lutz Financial Services LLC | 2,496,836 | 154M | +62,160 | +2.6% | 35Q | SEC ↗ |
| 39 | BENJAMIN EDWARDS INC | 2,375,737 | 146M | +394,140 | +19.9% | 25Q | SEC ↗ |
| 40 | JONES FINANCIAL COMPANIES LLLP | 2,368,033 | 146M | +890,496 | +60.3% | 10Q | SEC ↗ |
| 41 | WELLS FARGO & COMPANY/MN | 2,352,228 | 145M | +197,522 | +9.2% | 71Q | SEC ↗ |
| 42 | ANGELES WEALTH MANAGEMENT, LLC | 2,311,111 | 142M | +113,074 | +5.1% | 18Q | SEC ↗ |
| 43 | COMMONWEALTH EQUITY SERVICES, LLC | 2,167,693 | 133M | +483,210 | +28.7% | 35Q | SEC ↗ |
| 44 | Betterment LLC | 2,158,735 | 133M | -88,619 | -3.9% | 31Q | SEC ↗ |
| 45 | AlphaStar Capital Management, LLC | 2,033,800 | 125M | +80,482 | +4.1% | 35Q | SEC ↗ |
| 46 | Magnus Financial Group LLC | 1,931,275 | 119M | +93,488 | +5.1% | 26Q | SEC ↗ |
| 47 | OLD NATIONAL BANCORP /IN | 1,922,651 | 118M | -19,391 | -1.0% | 26Q | SEC ↗ |
| 48 | First National Trust Co | 1,898,954 | 117M | -5,408 | -0.3% | 38Q | SEC ↗ |
| 49 | NICOLET BANKSHARES INC | 1,884,218 | 116M | -1,343 | -0.1% | 28Q | SEC ↗ |
| 50 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 1,870,677 | 115M | -287,257 | -13.3% | 33Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Diversify Advisory Services, LLC | 2,818,867 | 173M |
| ELEVATION POINT WEALTH PARTNERS, LL | 767,081 | 47M |
| Global Retirement Partners, LLC | 425,501 | 26M |
| Financial Gravity Companies, Inc. | 194,516 | 12M |
| AXXCESS WEALTH MANAGEMENT, LLC | 169,765 | 10M |
| TOP Private Wealth LLC. | 142,308 | 9M |
| Penserra Capital Management LLC | 62,943 | 4M |
| D. E. Shaw & Co., Inc. | 56,621 | 3M |
| TUDOR INVESTMENT CORP ET AL | 45,417 | 3M |
| Spectrum Advisors, Inc. | 43,897 | 3M |
| Coppell Advisory Solutions LLC | 37,291 | 2M |
| Jupiter Topco LLC | 35,993 | 2M |
| Point72 Asset Management, L.P. | 35,399 | 2M |
| Bluespring Wealth Management, LLC | 26,663 | 2M |
| Confluence Wealth Services, Inc. | 25,169 | 2M |
| MISSION WEALTH MANAGEMENT, LP | 18,574 | 1M |
| TRUST CO OF TOLEDO NA /OH | 17,000 | 1M |
| Jefferies Financial Group Inc. | 15,000 | 922K |
| J. M. Brown & Associates Inc. | 14,928 | 918K |
| IMA Advisory Services, Inc. | 14,519 | 893K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Goodman Advisory Group, LLC | 322,865 | 20M |
| Mirae Asset Global Investments Co., | 200,000 | 12M |
| Capital Advisory Group Advisory Ser | 147,719 | 9M |
| Eaton Financial Holdings Company, L | 112,479 | 7M |
| OPPENHEIMER & CO INC | 89,702 | 6M |
| Macco Financial Group, Inc. | 89,048 | 5M |
| Kensington Asset Management, LLC | 41,880 | 3M |
| Redhawk Wealth Advisors, Inc. | 30,363 | 2M |
| JANE STREET GROUP, LLC | 26,347 | 2M |
| GTS SECURITIES LLC | 25,859 | 2M |
| Pinnacle Family Advisors, LLC | 19,390 | 1M |
| WealthPLAN Partners, LLC | 17,042 | 1M |
| DIVERSIFIED MANAGEMENT INC | 16,478 | 1M |
| Sowell Financial Services LLC | 14,848 | 913K |
| Bank Julius Baer & Co. Ltd, Zurich | 13,898 | 854K |
| Emergent Wealth Advisors, LLC | 13,779 | 847K |
| OPAL CAPITAL LLC | 13,702 | 842K |
| Alteri Wealth LLC | 12,755 | 784K |
| Richmond Investment Services, LLC | 11,842 | 728K |
| Ascentis Independent Advisors | 11,769 | 724K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| BANK OF AMERICA CORP /DE | +10,250,046 | +141.7% | 17,485,355 |
| MANUFACTURERS LIFE INSURANCE COMPAN | +5,981,186 | +1807.9% | 6,312,030 |
| Financial Engines Advisors L.L.C. | +1,528,368 | +1.9% | 82,942,783 |
| JONES FINANCIAL COMPANIES LLLP | +890,496 | +60.3% | 2,368,033 |
| ROYAL BANK OF CANADA | +581,876 | +13.5% | 4,880,123 |
| RAYMOND JAMES FINANCIAL INC | +576,556 | +9.0% | 6,984,307 |
| LPL Financial LLC | +524,937 | +1.0% | 52,010,628 |
| COMMONWEALTH EQUITY SERVICES, LLC | +483,210 | +28.7% | 2,167,693 |
| STIFEL FINANCIAL CORP | +481,695 | +18.1% | 3,144,532 |
| MCF Advisors LLC | +445,193 | +5428.5% | 453,394 |
| BENJAMIN EDWARDS INC | +394,140 | +19.9% | 2,375,737 |
| PRUDENTIAL FINANCIAL INC | +379,168 | +72.1% | 904,959 |
| Connecticut Wealth Management, LLC | +371,293 | +8.6% | 4,665,939 |
| Equitable Holdings, Inc. | +363,890 | +7.4% | 5,262,630 |
| GOLDMAN SACHS GROUP INC | +350,749 | +1.5% | 23,183,404 |
| MORGAN STANLEY | +338,120 | +3.6% | 9,712,590 |
| Janney Montgomery Scott LLC | +309,278 | +57.9% | 843,541 |
| True Blue Financial, LLC | +307,623 | +2007.7% | 322,945 |
| NorthRock Partners, LLC | +303,367 | +6.6% | 4,889,672 |
| Private Advisor Group, LLC | +287,604 | +10.4% | 3,052,238 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Independent Advisor Alliance | -2,696,058 | -97.0% | 84,129 |
| Horizon Investments, LLC | -2,283,315 | -42.8% | 3,048,861 |
| Allworth Financial LP | -1,290,724 | -6.5% | 18,476,358 |
| Mariner, LLC | -530,711 | -25.3% | 1,564,264 |
| Compton Financial Group, LLC | -516,559 | -47.6% | 569,655 |
| ENVESTNET ASSET MANAGEMENT INC | -501,965 | -10.5% | 4,300,158 |
| CoreCap Advisors, LLC | -479,670 | -40.1% | 715,808 |
| Convergence Financial, LLC | -390,316 | -24.4% | 1,211,498 |
| Modern Wealth Management, LLC | -341,774 | -77.8% | 97,451 |
| WOODARD & CO ASSET MANAGEMENT GROUP | -326,236 | -51.0% | 313,553 |
| JPMORGAN CHASE & CO | -305,831 | -4.4% | 6,598,736 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | -287,257 | -13.3% | 1,870,677 |
| Corient Private Wealth LP | -263,352 | -25.5% | 770,094 |
| KWB Wealth | -262,271 | -16.1% | 1,365,288 |
| Measured Wealth Private Client Grou | -240,089 | -58.0% | 174,125 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONA | -219,494 | -5.9% | 3,495,135 |
| ATTICUS WEALTH MANAGEMENT, LLC | -180,128 | -69.8% | 77,884 |
| FRANKLIN RESOURCES INC | -174,540 | -96.6% | 6,155 |
| Gateway Wealth Partners, LLC | -167,567 | -45.7% | 199,142 |
| Shepherd Financial Partners LLC | -160,978 | -22.6% | 552,003 |