SPDR SERIES TRUST

$SPYV
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Smart money positioned

19 of the Top-200 alpha managers hold $SPYV as of the latest 13F snapshot.

13F holders
1,117
Insider buys · 90d
0
Congress · 90d
0

Smart Money · top-200 alpha cohort

19 holders · Q1 2026

$SPYV is held by 19 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 13.08%, with an average of 1.18% of portfolio. Largest holder: Collier Financial at 13.08%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.

01
Collier Financial
13.08% held
α +14.2pts
02
Sharpepoint LLC
3.34% held
α +11.4pts
03
Pacific Financial Group Inc.
2.79% held
α +14.3pts
04
Courier Capital LLC
2.50% NEW
α +14.9pts
05
Costello Asset Management, INC
0.27% held
α +14.3pts

Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.

Institutional holders

Top 10 of 1,117 · Source: 13F-HR
01
Castlekeep Investment Advisors LLC
9.35% of portfolio
81,414,415 sh
02
Banyan Capital Management, Inc.
0.03% of portfolio
64,981,210 sh
03
Orrstown Financial Services Inc.
0.15% of portfolio
64,444,137 sh
04
Fpr Partners LLC
4.55% of portfolio
39,534,164 sh
05
Sheaff Brock Investment Advisors, LLC
0.23% of portfolio
11,229,876 sh
06
Valmark Advisers, Inc.
6.12% of portfolio
8,740,145 sh
07
Edgehill Endowment Partners, LLC
10.21% of portfolio
8,589,292 sh
08
South Shore Capital Advisors
19.99% of portfolio
6,067,330 sh
09
American Asset Management Inc.
7.65% of portfolio
4,945,272 sh
10
Marquette Asset Management, LLC
0.07% of portfolio
4,802,123 sh
See all 1,117 13F holders · Pro →

Insider activity · last 90 days

No insider activity

No Form 4 filings on record for $SPYV in the recent window.

Congress trades · last 90 days

4 disclosures · STOCK Act
Chuck Fleischmann
House · Tennessee · Traded Jan 28
BOUGHT
$SPYVSPDR Series Trust - SPDR Portfolio S&P 500 Value ETF
$1K–$15K
Feb 9STOCK
Chuck Fleischmann
House · Tennessee · Traded Apr 16
BOUGHT
$SPYVSPDR Series Trust - SPDR Portfolio S&P 500 Value ETF
$1K–$15K
May 13STOCK
Chuck Fleischmann
House · Tennessee · Traded Jan 28
BOUGHT
$SPYVSPDR Series Trust - SPDR Portfolio S&P 500 Value ETF
$1K–$15K
Feb 10STOCK
Chuck Fleischmann
House · Tennessee · Traded Jul 16
SOLD
$SPYVSPDR Series Trust - SPDR Portfolio S&P 500 Value ETF
$1K–$15K
Aug 16STOCK

Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 04:27 UTC.