Public ownership evidence

State Street SPDR Portfolio S&P 500 Value ETF (SPYV) Ownership Disclosures

Read SPYV insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

State Street SPDR Portfolio S&P 500 Value ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
B. Riley Wealth Advisors, Inc.
Report period
2025-03-31
Available
2026-08-29
Reported shares
18,367
Value (USD)
$938,027
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001464811-26-000009
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read SPYV fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read SPYV fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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B. Riley Wealth Advisors, Inc.2025-03-312026-08-2918,367$938,027None
Corient Private Wealth LP2026-06-302026-08-2837,879$2,302,678None
Corient Private Wealth LP2026-06-302026-08-28732,215$44,511,375None
Redwood Investment Management, LLC2024-12-312026-08-28511,184$26,142,000None
Redwood Investment Management, LLC2025-03-312026-08-2826,951$1,376,000None
TUCKER ASSET MANAGEMENT LLC2026-06-302026-08-284,836$293,980None
TUCKER ASSET MANAGEMENT LLC2026-03-312026-08-283,923$221,963None
AFFINITY WEALTH LLC2025-12-312026-08-27175$9,942None
Legacy Edge Advisors, LLC2025-09-302026-08-2721,854$1,209,182None
Dakota Wealth Management2025-09-302026-08-27628,645$34,782,932None
Dakota Wealth Management2025-12-312026-08-27688,529$39,115,357None
Dakota Wealth Management2026-03-312026-08-271,145,536$64,814,450None
Redwood Investment Management, LLC2025-06-302026-08-2726,620$1,393,000None
Redwood Investment Management, LLC2025-09-302026-08-2726,962$1,492,000None
Redwood Investment Management, LLC2025-12-312026-08-2727,212$1,546,000None
MLG Wealth Management DBA Pine Grove Financial Group2025-12-312026-08-2618,049$1,025,365None
Financial Insights, Inc.2026-06-302026-08-2618,245$1,109,114None
Kirkwood Financial Services2026-06-302026-08-2612,113$736,362None
TOBIAS FINANCIAL ADVISORS, INC.2026-06-302026-08-2623,568$1,432,690None
CARLSON FINANCIAL, INC.2026-06-302026-08-253,714$225,771None
CARLSON FINANCIAL, INC.2026-03-312026-08-253,706$209,657None
CARLSON FINANCIAL, INC.2025-12-312026-08-253,699$210,114None
Rehmann Capital Advisory Group2026-06-302026-08-2140,670$2,472,329None
GILL CAPITAL PARTNERS, LLC2026-06-302026-08-215,918$359,755None
Kingsview Wealth Management, LLC2026-06-302026-08-20525,435$31,941,169None
Archer Investment Corp2026-06-302026-08-202,410$146,504None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-20494,457$30,058,035None
Madrid Financial Services2025-12-312026-08-19169,364$9,621,568None
Madrid Financial Services2025-09-302026-08-19169,013$9,351,497None
Madrid Financial Services2025-06-302026-08-19173,173$9,063,907None
Madrid Financial Services2025-03-312026-08-19165,309$8,442,315None
Madrid Financial Services2024-12-312026-08-19158,706$8,116,238None
Beacon Pointe Advisors, LLC2026-06-302026-08-1983,631$5,083,942None
Copia Wealth Management2026-06-302026-08-1951,681$3,141,688None
JDM Financial Group LLC2026-06-302026-08-1970,373$4,277,951None
Leo H. Evart, Inc.2026-06-302026-08-19445$27,052None
Ensign Peak Advisors, Inc2026-03-312026-08-1946,335$2,621,634None
Ensign Peak Advisors, Inc2025-12-312026-08-1946,335$2,632,291None
Ensign Peak Advisors, Inc2025-09-302026-08-1946,335$2,563,716None
Glenview Trust Co2026-06-302026-08-194,834$293,858None
PIN OAK INVESTMENT ADVISORS INC2026-06-302026-08-193,026$184,000None
Legacy Edge Advisors, LLC2025-06-302026-08-1818,754$981,584None
Legacy Edge Advisors, LLC2025-03-312026-08-1819,055$973,139None
Legacy Edge Advisors, LLC2024-09-302026-08-1815,831$836,827None
Legacy Edge Advisors, LLC2024-06-302026-08-1813,779$671,588None
Legacy Edge Advisors, LLC2024-12-312026-08-1817,561$897,367None
Strive Financial Group ,LLC2026-06-302026-08-181,648$100,189None
WNY Asset Management, LLC2026-06-302026-08-185,849$355,561None
Coastal Bridge Advisors, LLC2026-06-302026-08-1827,319$1,660,723None
Triton Financial Group Inc2026-06-302026-08-1819,004$1,155,253None

90-day public filing window, up to 50 source positions.

B. Riley Wealth Advisors, Inc. ↗Corient Private Wealth LP ↗Corient Private Wealth LP ↗Redwood Investment Management, LLC ↗Redwood Investment Management, LLC ↗TUCKER ASSET MANAGEMENT LLC ↗TUCKER ASSET MANAGEMENT LLC ↗AFFINITY WEALTH LLC ↗Legacy Edge Advisors, LLC ↗Dakota Wealth Management ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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