Institutional Ownership Spdr Portfolio S&P 500 Value E (SPYV)
This table provides information about the institutional ownership of Spdr Portfolio S&P 500 Value E (SPYV). We have compiled data on the 1,135 institutions that hold shares in the stock, with a total of 441 Million shares, which have been reported (via 13F filing form) to have a value of $23.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 12, 2025 Q1 2025 |
78,809,775
shares
|
$4.2 Billion
8.66% of portfolio
|
Q1 2025
Added 0.76%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
42,792,448
shares
|
$2.28 Billion
0.89% of portfolio
|
Q1 2025
Added 3.35%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
16,630,130
shares
|
$887 Million
4.32% of portfolio
|
Q2 2025
Added 2.61%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
9,809,307
shares
|
$523 Million
0.04% of portfolio
|
Q1 2025
Added 6.78%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
8,980,322
shares
|
$479 Million
0.13% of portfolio
|
Q1 2025
Added 11.83%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
8,271,615
shares
|
$441 Million
6.12% of portfolio
|
Q2 2025
Added 4.11%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
6,800,995
shares
|
$363 Million
0.03% of portfolio
|
Q1 2025
Added 25.0%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
6,718,939
shares
|
$358 Million
0.07% of portfolio
|
Q1 2025
Reduced 3.42%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
6,140,956
shares
|
$327 Million
0.03% of portfolio
|
Q1 2025
Added 3.29%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
5,740,575
shares
|
$306 Million
0.11% of portfolio
|
Q1 2025
Added 4.31%
|
|
|
Advisory Alpha, LLC
|
Aug 01, 2025 Q2 2025 |
5,213,790
shares
|
$278 Million
8.58% of portfolio
|
Q2 2025
Added 3.78%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
5,059,600
shares
|
$270 Million
6.55% of portfolio
|
Q1 2025
Reduced 12.73%
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
4,625,524
shares
|
$247 Million
7.11% of portfolio
|
Q2 2025
Added 4.06%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
4,456,511
shares
|
$238 Million
0.42% of portfolio
|
Q2 2025
Added 26.08%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
4,436,910
shares
|
$237 Million
2.26% of portfolio
|
Q1 2025
Added 12.77%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Jul 29, 2025 Q2 2025 |
4,384,101
shares
|
$234 Million
6.75% of portfolio
|
Q2 2025
Added 3.9%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
4,232,189
shares
|
$226 Million
0.3% of portfolio
|
Q3 2024
Added 0.65%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
4,219,989
shares
|
$225 Million
0.05% of portfolio
|
Q1 2025
Reduced 21.03%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
Aug 05, 2025 Q2 2025 |
4,189,223
shares
|
$223 Million
3.74% of portfolio
|
Q2 2025
Reduced 4.66%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
4,188,320
shares
|
$223 Million
0.77% of portfolio
|
Q2 2025
Added 2.51%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
4,182,883
shares
|
$223 Million
0.07% of portfolio
|
Q2 2025
Reduced 7.12%
|
|
|
Willis Johnson & Associates, Inc.
|
May 15, 2025 Q1 2025 |
4,133,351
shares
|
$220 Million
16.0% of portfolio
|
Q1 2025
Added 1.95%
|
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2025 Q1 2025 |
3,938,408
shares
|
$210 Million
0.06% of portfolio
|
Q1 2025
Added 1.07%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
3,884,241
shares
|
$207 Million
0.47% of portfolio
|
Q4 2024
Reduced 11.6%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Aug 05, 2025 Q2 2025 |
3,823,232
shares
|
$204 Million
0.52% of portfolio
|
Q2 2025
Added 30.57%
|