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 1,156 institutions that hold shares in the stock, with a total of 443 Million shares, which have been reported (via 13F filing form) to have a value of $24.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Oct 22, 2025 Q3 2025 |
210,425
shares
|
$11.5 Million
4.95% of portfolio
|
Q3 2025
Reduced 0.71%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Oct 17, 2025 Q3 2025 |
206,547
shares
|
$11.3 Million
1.35% of portfolio
|
Q3 2025
Reduced 4.2%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Aug 11, 2025 Q2 2025 |
204,765
shares
|
$11.2 Million
0.03% of portfolio
|
Q2 2025
Reduced 11.89%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
204,531
shares
|
$11.2 Million
0.2% of portfolio
|
Q3 2022
Reduced 66.19%
|
|
|
Merit Financial Group, LLC
|
Oct 20, 2025 Q3 2025 |
204,367
shares
|
$11.2 Million
0.12% of portfolio
|
Q3 2025
Reduced 14.4%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
204,161
shares
|
$11.2 Million
0.19% of portfolio
|
Q3 2025
Added 12.78%
|
|
|
Wrapmanager Inc
|
Aug 08, 2025 Q2 2025 |
202,031
shares
|
$11.1 Million
2.61% of portfolio
|
Q2 2025
Reduced 3.43%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
198,387
shares
|
$10.9 Million
0.05% of portfolio
|
Q2 2025
Added 43.5%
|
|
|
Gen Wealth Group, Inc.
|
Jul 16, 2025 Q2 2025 |
195,086
shares
|
$10.7 Million
2.08% of portfolio
|
Q2 2025
Added 2.87%
|
|
|
M&T Bank Corp
|
Aug 13, 2025 Q2 2025 |
194,981
shares
|
$10.7 Million
0.04% of portfolio
|
Q2 2025
Reduced 0.36%
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
194,914
shares
|
$10.7 Million
1.42% of portfolio
|
Q3 2024
Added 15.04%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Aug 08, 2025 Q2 2025 |
193,124
shares
|
$10.6 Million
4.55% of portfolio
|
Q2 2025
Added 2.11%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
192,560
shares
|
$10.6 Million
0.25% of portfolio
|
Q2 2025
Added 3.71%
|
|
|
Private Wealth Group, LLC
|
Oct 22, 2025 Q3 2025 |
189,510
shares
|
$10.4 Million
5.31% of portfolio
|
Q3 2025
Added 6.34%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
188,256
shares
|
$10.3 Million
0.06% of portfolio
|
Q2 2025
Reduced 4.87%
|
|
|
Oak Harvest Investment Services
|
Oct 17, 2025 Q3 2025 |
185,617
shares
|
$10.2 Million
1.25% of portfolio
|
Q3 2025
Reduced 0.83%
|
|
|
Hunting Hill Global Capital, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
183,379
shares
|
$10.1 Million
3.94% of portfolio
|
Q2 2025
New holding
|
|
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
Jul 31, 2025 Q2 2025 |
182,945
shares
|
$10 Million
5.67% of portfolio
|
Q2 2025
Added 21.85%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
182,374
shares
|
$10 Million
0.02% of portfolio
|
Q2 2025
Added 18.52%
|
|
|
Pecaut & Co.
|
Aug 14, 2025 Q2 2025 |
181,480
shares
|
$9.95 Million
3.28% of portfolio
|
Q2 2025
Added 5.0%
|
|
|
Bcs Wealth Management
|
Oct 22, 2025 Q3 2025 |
176,721
shares
|
$9.69 Million
2.39% of portfolio
|
Q3 2025
Reduced 0.13%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
176,237
shares
|
$9.66 Million
0.15% of portfolio
|
Q3 2025
Added 13.81%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
175,512
shares
|
$9.63 Million
0.02% of portfolio
|
Q1 2025
Added 3.69%
|
|
|
Smithbridge Asset Management Inc
|
Jul 29, 2025 Q2 2025 |
174,450
shares
|
$9.57 Million
1.63% of portfolio
|
Q2 2025
Added 17.97%
|
|
|
Soa Wealth Advisors, Llc.
|
Oct 21, 2025 Q3 2025 |
173,141
shares
|
$9.5 Million
1.0% of portfolio
|
Q3 2025
Reduced 26.85%
|