SPYV · Insider trading · 13F holders · Congress trades
State Street Spdr Portfolio S&p 500 Valu (SPYV)
Who is buying and selling SPYV: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 420
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
SPYV at a glance
- No open-market insider purchases or sales of SPYV were filed in the last 90 days.
- 420 13F filers hold SPYV among their 50 largest positions, worth $20.8B combined. The biggest bets by portfolio weight are Willis Johnson & Associates, Inc. (21.2%), Leicht Financial Planning & Wealth Management, Inc. (20.7%) and Higgins & Schmidt Wealth Strategies LLC (16.5%). In their latest 13Fs, 2 managers opened a new position and 78 added to one.
- No member of Congress has disclosed a trade in SPYV.
SPYV insider trading
No open-market insider purchases or sales of SPYV were filed in the last 90 days.
Who owns SPYV? Hedge funds and superinvestors
420 13F filers hold SPYV among their 50 largest positions, worth $20.8B combined. The biggest bets by portfolio weight are Willis Johnson & Associates, Inc. (21.2%), Leicht Financial Planning & Wealth Management, Inc. (20.7%) and Higgins & Schmidt Wealth Strategies LLC (16.5%). In their latest 13Fs, 2 managers opened a new position and 78 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Financial Engines Advisors L.L.C.Wealth manager | 9.0% | $5.0B | 82,942,783 | +1.9% shares | Q2 2026 |
| LPL Financial LLCWealth manager | 0.7% | $3.2B | 52,010,628 | +1.0% shares | Q2 2026 |
| Allworth Financial LPInvestment manager | 4.8% | $1.1B | 18,476,358 | -6.5% shares | Q2 2026 |
| Valmark Advisers, Inc.Wealth manager | 6.0% | $563.0M | 9,260,907 | +2.9% shares | Q2 2026 |
| Willis Johnson & Associates, Inc.Investment manager | 21.2% | $380.1M | 6,252,618 | +3.1% shares | Q2 2026 |
| Equitable Holdings, Inc.Insurance company | 1.9% | $319.6M | 5,262,630 | +7.4% shares | Q2 2026 |
| Connecticut Wealth Management, LLCWealth manager | 11.2% | $304.8M | 4,986,061 | +6.9% shares | Q3 2026 |
| Advisory Alpha, LLCWealth manager | 7.4% | $300.2M | 4,938,446 | -0.1% shares | Q2 2026 |
| NorthRock Partners, LLCWealth manager | 4.3% | $297.2M | 4,889,672 | +6.6% shares | Q2 2026 |
| Vantagepoint Investment Advisers LLCHedge fund | 2.0% | $263.0M | 4,302,423 | +0.0% shares | Q3 2026 |
| Dynasty Wealth Management, LLCInstitutional asset manager | 1.8% | $248.2M | 4,083,530 | +2.8% shares | Q2 2026 |
| Quotient Wealth Partners, LLCWealth manager | 5.7% | $239.5M | 3,939,693 | +2.6% shares | Q2 2026 |
| Cwm, LLCWealth manager | 0.6% | $235.5M | 4,161,823 | +1.9% shares | Q1 2026 |
| AE Wealth Management LLCWealth manager | 1.0% | $217.8M | 3,582,797 | -0.1% shares | Q2 2026 |
| Tiaa-Cref Individual & Institutional Services, LLCWealth manager | 0.7% | $212.5M | 3,495,135 | -5.9% shares | Q2 2026 |
| Diversify Advisory Services, LLCWealth manager | 2.9% | $194.0M | 3,073,276 | +9.0% shares | Q3 2026 |
| Diversify Wealth Management, LLCWealth manager | 2.9% | $194.0M | 3,073,276 | +9.0% shares | Q3 2026 |
| Private Advisor Group, LLCWealth manager | 0.8% | $185.5M | 3,052,238 | +10.4% shares | Q2 2026 |
| Horizon Investments, LLCMutual fund manager | 2.0% | $185.3M | 3,048,861 | -42.8% shares | Q2 2026 |
| Gerber Kawasaki Wealth & Investment ManagementWealth manager | 4.4% | $172.4M | 2,819,507 | +4.7% shares | Q3 2026 |
| Octavia Wealth Advisors, LLCWealth manager | 14.8% | $171.3M | 2,818,236 | +3.5% shares | Q2 2026 |
| Lutz Financial Services LLCWealth manager | 9.2% | $151.8M | 2,496,836 | +2.6% shares | Q2 2026 |
| Angeles Wealth Management, LLCWealth manager | 6.5% | $148.4M | 2,427,158 | +5.0% shares | Q3 2026 |
| Benjamin Edwards IncInvestment manager | 1.3% | $144.4M | 2,375,737 | +19.9% shares | Q2 2026 |
| AlphaStar Capital Management, LLCWealth manager | 8.0% | $133.2M | 2,179,469 | +7.2% shares | Q3 2026 |
| Betterment LLCWealth manager | 0.2% | $131.2M | 2,158,735 | -3.9% shares | Q2 2026 |
| Old National Bancorp /in/Bank & trust | 2.4% | $122.9M | 2,010,412 | +4.6% shares | Q3 2026 |
| Magnus Financial Group LLCWealth manager | 8.2% | $122.7M | 2,006,798 | +3.9% shares | Q3 2026 |
| Nicolet Bankshares IncBank & trust | 3.7% | $115.8M | 1,884,218 | -0.1% shares | Q2 2026 |
| IHT Wealth Management, LLCWealth manager | 2.4% | $111.2M | 1,828,577 | +11.0% shares | Q2 2026 |
The 30 largest of 420 positions, by value. Each manager counts with its latest 13F (Q3 2026: 200, Q2 2026: 213, Q1 2026: 7). Screen SPYV in the grand portfolio →
SPYV stock trades by members of Congress
No member of Congress has disclosed a trade in SPYV.
SPYV questions and answers
Are insiders buying SPYV stock?
No open-market insider purchases or sales of SPYV were filed in the last 90 days.
Which hedge funds own SPYV?
420 13F filers hold SPYV among their 50 largest positions, worth $20.8B combined. The biggest bets by portfolio weight are Willis Johnson & Associates, Inc. (21.2%), Leicht Financial Planning & Wealth Management, Inc. (20.7%) and Higgins & Schmidt Wealth Strategies LLC (16.5%). In their latest 13Fs, 2 managers opened a new position and 78 added to one.
Has Congress traded SPYV?
No member of Congress has disclosed a trade in SPYV.
Who is the largest holder of SPYV?
Among 13F filers, Financial Engines Advisors L.L.C. reports the largest SPYV position, $5.0B (82,942,783 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Willis Johnson & Associates, Inc.'s: 21.2% of its portfolio.
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