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Institutional Holders of SPYV

There is a long list of 828 institutional holders of SPYV within the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of SPYV by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-SPYV table below, the initial column indicates the name of each top institutional holder of SPYV, with a link to that fund's top holdings. The next columns indicate the amount of SPYV stock held by each of the institutional holders of SPYV, followed by the SPYV position size held by the institution, and finally the date of the quarterly 13F filing period the holdings data represents for that institution.

HolderAmountPosition Size
($ in 1000's)
 As of
Financial Engines Advisors L.L.C.74,423,549$3,470,370 12/31/2023
     SPYV74,423,549$3,470,370 12/31/2023
LPL Financial LLC31,296,439$1,459,353 12/31/2023
     SPYV31,296,439$1,459,353 12/31/2023
Allworth Financial LP19,403,272$972,104 03/31/2024
     SPYV19,403,272$972,104 03/31/2024
Envestnet Asset Management Inc.13,117,502$611,669 12/31/2023
     SPYV13,117,502$611,669 12/31/2023
Morgan Stanley8,725,424$406,867 12/31/2023
     SPYV8,725,424$406,867 12/31/2023
Horizon Investments LLC8,391,408$391,291 12/31/2023
     SPYV8,391,408$391,291 12/31/2023
Valmark Advisers Inc.7,355,060$342,966 12/31/2023
     SPYV7,355,060$342,966 12/31/2023
Advisor Group Holdings Inc.7,276,451$339,351 12/31/2023
     SPYV7,276,451$339,351 12/31/2023
UBS Group AG6,520,757$304,063 12/31/2023
     SPYV6,520,757$304,063 12/31/2023
Bank of America Corp DE5,459,366$254,570 12/31/2023
     SPYV5,459,366$254,570 12/31/2023
Ameriprise Financial Inc.5,353,394$249,658 12/31/2023
     SPYV5,353,394$249,658 12/31/2023
CWM LLC4,920,831$246,534 03/31/2024
     SPYV4,920,831$246,534 03/31/2024
Royal Bank of Canada4,498,686$209,775 12/31/2023
     SPYV4,498,686$209,775 12/31/2023
Raymond James Financial Services Advisors Inc.4,175,982$209,217 03/31/2024
     SPYV4,175,982$209,217 03/31/2024
Clark Capital Management Group Inc.4,409,173$205,600 12/31/2023
     SPYV4,409,173$205,600 12/31/2023
Willis Johnson & Associates Inc.3,722,350$186,490 03/31/2024
     SPYV3,722,350$186,490 03/31/2024
JPMorgan Chase & Co.3,745,449$174,650 12/31/2023
     SPYV3,745,449$174,650 12/31/2023
Franklin Resources Inc.3,676,239$171,423 12/31/2023
     SPYV3,676,239$171,423 12/31/2023
Betterment LLC3,364,361$156,880 12/31/2023
     SPYV3,364,361$156,880 12/31/2023
Advisory Alpha LLC3,346,409$156,047 12/31/2023
     SPYV3,346,409$156,047 12/31/2023
TIAA Trust National Association3,210,129$149,688 12/31/2023
     SPYV3,210,129$149,688 12/31/2023
Bank of New York Mellon Corp2,973,779$148,986 03/31/2024
     SPYV2,973,779$148,986 03/31/2024
David Loasby3,098,780$144,527 12/31/2023
     SPYV3,098,780$144,527 12/31/2023
Cerity Partners LLC3,087,568$143,973 12/31/2023
     SPYV3,087,568$143,973 12/31/2023
Equitable Holdings Inc.2,998,780$139,833 12/31/2023
     SPYV2,998,780$139,833 12/31/2023
First National Trust Co2,492,507$124,875 03/31/2024
     SPYV2,492,507$124,875 03/31/2024
Townsquare Capital LLC2,386,077$111,263 12/31/2023
     SPYV2,386,077$111,263 12/31/2023
Quotient Wealth Partners LLC2,358,774$109,990 12/31/2023
     SPYV2,358,774$109,990 12/31/2023
Mariner LLC2,325,050$108,417 12/31/2023
     SPYV2,325,050$108,417 12/31/2023
Connecticut Wealth Management LLC2,322,228$108,285 12/31/2023
     SPYV2,322,228$108,285 12/31/2023
Private Advisor Group LLC2,220,660$103,549 12/31/2023
     SPYV2,220,660$103,549 12/31/2023
Lutz Financial Services LLC2,207,137$102,919 12/31/2023
     SPYV2,207,137$102,919 12/31/2023
Simon Quick Advisors LLC1,940,553$97,222 03/31/2024
     SPYV1,940,553$97,222 03/31/2024
AE Wealth Management LLC2,021,616$94,692 12/31/2023
     SPYV2,021,616$94,692 12/31/2023
NorthRock Partners LLC1,970,786$91,898 12/31/2023
     SPYV1,970,786$91,898 12/31/2023
Financial Gravity Asset Management Inc.1,877,647$91,417 12/31/2023
     SPYV1,877,647$91,417 12/31/2023
KWB Wealth1,635,323$81,930 03/31/2024
     SPYV1,635,323$81,930 03/31/2024
Cetera Advisor Networks LLC1,750,704$81,635 12/31/2023
     SPYV1,750,704$81,635 12/31/2023
HighTower Advisors LLC1,749,446$81,592 12/31/2023
     SPYV1,749,446$81,592 12/31/2023
OLD National Bancorp IN1,624,641$81,395 03/31/2024
     SPYV1,624,641$81,395 03/31/2024
N.E.W. Advisory Services LLC1,570,914$78,703 03/31/2024
     SPYV1,570,914$78,703 03/31/2024
ERTS Wealth Advisors LLC1,542,886$77,299 03/31/2024
     SPYV1,542,886$77,299 03/31/2024
Putnam FL Investment Management Co.1,651,630$77,015 12/31/2023
     SPYV1,651,630$77,015 12/31/2023
Goldman Sachs Group Inc.1,638,572$76,407 12/31/2023
     SPYV1,638,572$76,407 12/31/2023
Gerber Kawasaki Wealth & Investment Management1,498,847$69,891 12/31/2023
     SPYV1,498,847$69,891 12/31/2023
Magnus Financial Group LLC1,482,883$69,147 12/31/2023
     SPYV1,482,883$69,147 12/31/2023
Octavia Wealth Advisors LLC1,359,038$68,088 03/31/2024
     SPYV1,359,038$68,088 03/31/2024
Orion Portfolio Solutions LLC1,345,651$63,165 12/31/2023
     SPYV1,345,651$63,165 12/31/2023
Angeles Wealth Management LLC1,337,856$62,384 12/31/2023
     SPYV1,337,856$62,384 12/31/2023
Janney Montgomery Scott LLC1,275,414$59,472 12/31/2023
     SPYV1,275,414$59,472 12/31/2023

See All: Funds Holding SPYV
See Details: Top 10 Hedge Funds Holding SPYV
Also See: SPYV Holdings Changes

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