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 |
|---|---|---|---|---|---|
|
Portside Wealth Group, LLC
Provo, UT |
Aug 11, 2025 Q2 2025 |
173,022
shares
|
$9.49 Million
1.34% of portfolio
|
Q2 2025
Added 6.14%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Aug 12, 2025 Q2 2025 |
172,588
shares
|
$9.46 Million
0.77% of portfolio
|
Q2 2025
Added 15.08%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
170,978
shares
|
$9.38 Million
1.76% of portfolio
|
Q2 2025
Added 14.95%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Aug 13, 2025 Q2 2025 |
170,691
shares
|
$9.36 Million
0.36% of portfolio
|
Q2 2025
Reduced 10.15%
|
|
|
Waller Financial Planning Group, Inc
|
Oct 09, 2025 Q3 2025 |
170,185
shares
|
$9.33 Million
2.17% of portfolio
|
Q3 2025
Added 2.29%
|
|
|
Cobblestone Asset Management LLC
Richmond, VA |
Oct 20, 2025 Q3 2025 |
168,816
shares
|
$9.26 Million
4.27% of portfolio
|
Q3 2025
Added 3.98%
|
|
|
Collier Financial
Denver, CO |
Apr 15, 2025 Q1 2025 |
166,349
shares
|
$9.12 Million
7.22% of portfolio
|
Q1 2025
New holding
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
165,443
shares
|
$9.07 Million
0.07% of portfolio
|
Q3 2025
Added 55.63%
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Aug 08, 2025 Q2 2025 |
164,662
shares
|
$9.03 Million
6.16% of portfolio
|
Q2 2025
Added 10064.32%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
163,483
shares
|
$8.97 Million
1.82% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
|
Gunma Bank,Ltd.
|
Jul 14, 2025 Q2 2025 |
163,200
shares
|
$8.95 Million
2.79% of portfolio
|
Q2 2025
Reduced 7.38%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
162,833
shares
|
$8.93 Million
0.0% of portfolio
|
Q2 2025
Added 398.3%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
162,094
shares
|
$8.89 Million
0.09% of portfolio
|
Q1 2025
Reduced 45.42%
|
|
|
Promus Capital, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
161,514
shares
|
$8.86 Million
7.49% of portfolio
|
Q2 2025
Added 18.67%
|
|
|
Auour Investments LLC
Wenham, MA |
Jul 31, 2025 Q2 2025 |
161,314
shares
|
$8.85 Million
2.99% of portfolio
|
Q2 2025
Added 3.09%
|
|
|
Cardinal Strategic Wealth Guidance
|
Oct 22, 2025 Q3 2025 |
159,522
shares
|
$8.75 Million
2.42% of portfolio
|
Q3 2025
Added 0.82%
|
|
|
Laurel Wealth Planning LLC
Edina, MN |
Oct 20, 2025 Q3 2025 |
158,913
shares
|
$8.71 Million
4.89% of portfolio
|
Q3 2025
Added 1.44%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
158,232
shares
|
$8.68 Million
0.34% of portfolio
|
Q3 2022
Reduced 6.05%
|
|
|
Foronjy Financial LLC
Los Osos, CA |
Oct 22, 2025 Q3 2025 |
156,959
shares
|
$8.61 Million
3.8% of portfolio
|
Q3 2025
Reduced 11.15%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
156,373
shares
|
$8.58 Million
0.2% of portfolio
|
Q2 2025
Reduced 11.06%
|
|
|
Quent Capital, LLC
|
Oct 27, 2025 Q3 2025 |
155,472
shares
|
$8.53 Million
0.76% of portfolio
|
Q3 2025
Reduced 1.57%
|
|
|
Lynch & Associates
|
Oct 07, 2025 Q3 2025 |
154,921
shares
|
$8.5 Million
1.69% of portfolio
|
Q3 2025
Added 2.93%
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
153,644
shares
|
$8.43 Million
1.65% of portfolio
|
Q2 2025
Added 8.1%
|
|
|
1900 Wealth Management LLC
|
Oct 17, 2025 Q3 2025 |
151,902
shares
|
$8.33 Million
0.61% of portfolio
|
Q3 2025
Reduced 1.35%
|
|
|
Juncture Wealth Strategies, LLC
|
Oct 14, 2025 Q3 2025 |
151,695
shares
|
$8.32 Million
2.82% of portfolio
|
Q3 2025
Reduced 8.14%
|