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 1,151 institutions that hold shares in the stock, with a total of 444 Million shares, which have been reported (via 13F filing form) to have a value of $23.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 13, 2025 Q2 2025 |
81,086,542
shares
|
$4.32 Billion
8.5% of portfolio
|
Q2 2025
Added 2.89%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
45,142,578
shares
|
$2.41 Billion
0.83% of portfolio
|
Q2 2025
Added 5.49%
|
|
|
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 |
Aug 15, 2025 Q2 2025 |
9,796,229
shares
|
$522 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
8,271,615
shares
|
$441 Million
6.12% of portfolio
|
Q2 2025
Added 4.11%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
8,271,005
shares
|
$441 Million
0.11% of portfolio
|
Q2 2025
Reduced 7.9%
|
|
|
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
|
Aug 14, 2025 Q2 2025 |
6,609,996
shares
|
$352 Million
0.06% of portfolio
|
Q2 2025
Reduced 1.62%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
6,478,462
shares
|
$345 Million
0.03% of portfolio
|
Q2 2025
Added 5.5%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
5,821,052
shares
|
$310 Million
0.11% of portfolio
|
Q2 2025
Added 1.4%
|
|
|
Advisory Alpha, LLC
|
Aug 01, 2025 Q2 2025 |
5,213,790
shares
|
$278 Million
8.58% of portfolio
|
Q2 2025
Added 3.78%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
4,879,270
shares
|
$260 Million
2.22% of portfolio
|
Q2 2025
Added 9.97%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
4,757,058
shares
|
$254 Million
3.16% of portfolio
|
Q2 2025
Reduced 5.98%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
4,673,435
shares
|
$249 Million
0.05% of portfolio
|
Q2 2025
Added 10.75%
|
|
|
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%
|
|
|
Willis Johnson & Associates, Inc.
|
Aug 13, 2025 Q2 2025 |
4,392,930
shares
|
$234 Million
15.65% of portfolio
|
Q2 2025
Added 6.28%
|
|
|
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%
|
|
|
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%
|
|
|
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%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
3,709,949
shares
|
$198 Million
0.35% of portfolio
|
Q2 2025
Added 14.33%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
3,495,594
shares
|
$186 Million
0.41% of portfolio
|
Q2 2025
Reduced 10.01%
|