$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.
SPDR SERIES TRUST
13F holders
1,117
Net 13F flow · Q
—
Insider buys · 90d
0
Insider net · 90d
—
Congress · 90d
0
Convergence
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Institutional holders
Top 10 of 1,117 · Source: 13F-HR01
Castlekeep Investment Advisors LLC
—
—
02
Banyan Capital Management, Inc.
—
—
03
Orrstown Financial Services Inc.
—
—
04
Fpr Partners LLC
—
—
05
Sheaff Brock Investment Advisors, LLC
—
—
06
Valmark Advisers, Inc.
—
—
07
Edgehill Endowment Partners, LLC
—
—
08
South Shore Capital Advisors
—
—
09
American Asset Management Inc.
—
—
10
Marquette Asset Management, LLC
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—
Each fund name links to that filer's expert page. Share counts and per-fund weights are pending the 13F ingest fix (portfolios_expertholding.units is currently mis-populated — see the same caveat on the fund detail page's holdings table). Quarter-over-quarter delta ships with the metrics pipeline.
Smart Money · top-200 alpha cohort
19 holders · Q1 202601
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
06
RFG Advisory, LLC
0.12% NEW
α +16.2pts
07
Narus Financial Partners, LLC
0.12% held
α +11.1pts
08
Impact Partnership Wealth, LLC
0.08% held
α +10.3pts
09
Svb Wealth LLC
0.07% held
α +29.6pts
10
Focused Wealth Management, Inc
0.04% held
α +19.2pts
11
GM Advisory Group, LLC
0.03% held
α +16.5pts
12
Fiduciary Alliance LLC
0.01% held
α +16.8pts
13
Johnson Financial Group, Inc.
0.01% held
α +14.7pts
14
Venture Visionary Partners LLC
0.01% held
α +10.3pts
15
Truepoint, Inc.
0.01% held
α +21.4pts
16
Principal Securities, Inc.
0.01% held
α +21.3pts
17
Choate Investment Advisors
0.00% held
α +13.8pts
18
Citigroup Inc.
0.00% held
α +26.3pts
19
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.00% held
α +27.5pts
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.
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 ActConvergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence detection for $SPYV lands with the Pattern Engine.
Once the Pattern Engine ships, this section will surface every active convergence event involving $SPYV — the institutional managers and Congress members on the same name, the 30-day window, and the combined position size.
Source data: SEC EDGAR · 13F-HR · Form 4 · CapitolTrades · Last refreshed 06:17 UTC.