§ EQUITY
USDSPYV
SS SPDR P S&P 500 VALUE ETF
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
596 increased/new, 428 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| Financial Engines Advisors L.L.C. | 81.4M | 9.4% | −0% |
| LPL Financial LLC | 51.5M | 0.8% | +3% |
| Goldman Sachs | 22.8M | 0.1% | n/a |
| Allworth Financial LP | 19.8M | 4.5% | +0% |
| Morgan Stanley | 9.4M | 0.0% | n/a |
| Valmark Advisers, Inc. | 9.0M | 6.0% | +3% |
◇ AC INTELLIGENCE
Top institutional owners for SPYV as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER82.2% · 1,071 holders
DEALER / BANK14.9% · 60 holders
QUALITY / COMPOUNDER1.9% · 11 holders
INCOME / DEFENSIVE0.9% · 16 holders
PASSIVE / INDEX0.0% · 5 holders
TACTICAL / MACRO0.0% · 1 holder
SYSTEMATIC / QUANT0.0% · 3 holders
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for SPYV in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention SPYV yet.