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 |
|---|---|---|---|---|---|
|
Foronjy Financial LLC
Los Osos, CA |
Aug 14, 2025 Q2 2025 |
176,652
shares
|
$9.42 Million
4.33% of portfolio
|
Q2 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
175,512
shares
|
$9.36 Million
0.02% of portfolio
|
Q1 2025
Added 3.69%
|
|
|
Smithbridge Asset Management Inc
|
Jul 29, 2025 Q2 2025 |
174,450
shares
|
$9.3 Million
1.63% of portfolio
|
Q2 2025
Added 17.97%
|
|
|
Stone Point Wealth LLC
|
Jul 17, 2025 Q2 2025 |
174,359
shares
|
$9.3 Million
2.87% of portfolio
|
Q2 2025
Reduced 9.28%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Aug 11, 2025 Q2 2025 |
173,022
shares
|
$9.22 Million
1.34% of portfolio
|
Q2 2025
Added 6.14%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Aug 12, 2025 Q2 2025 |
172,588
shares
|
$9.2 Million
0.77% of portfolio
|
Q2 2025
Added 15.08%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
170,978
shares
|
$9.11 Million
1.76% of portfolio
|
Q2 2025
Added 14.95%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Aug 13, 2025 Q2 2025 |
170,691
shares
|
$9.1 Million
0.36% of portfolio
|
Q2 2025
Reduced 10.15%
|
|
|
Waller Financial Planning Group, Inc
|
Jul 02, 2025 Q2 2025 |
166,373
shares
|
$8.87 Million
2.1% of portfolio
|
Q2 2025
Added 24.98%
|
|
|
Collier Financial
Denver, CO |
Apr 15, 2025 Q1 2025 |
166,349
shares
|
$8.87 Million
7.22% of portfolio
|
Q1 2025
New holding
|
|
|
Juncture Wealth Strategies, LLC
|
Jul 08, 2025 Q2 2025 |
165,137
shares
|
$8.8 Million
3.08% of portfolio
|
Q2 2025
Reduced 5.93%
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Aug 08, 2025 Q2 2025 |
164,662
shares
|
$8.78 Million
6.16% of portfolio
|
Q2 2025
Added 10064.32%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
163,483
shares
|
$8.72 Million
1.82% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
|
Gunma Bank,Ltd.
|
Jul 14, 2025 Q2 2025 |
163,200
shares
|
$8.7 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
|
$8.68 Million
0.0% of portfolio
|
Q2 2025
Added 398.3%
|
|
|
Cobblestone Asset Management LLC
Richmond, VA |
Jul 14, 2025 Q2 2025 |
162,352
shares
|
$8.65 Million
4.47% of portfolio
|
Q2 2025
Added 5.03%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
162,094
shares
|
$8.64 Million
0.09% of portfolio
|
Q1 2025
Reduced 45.42%
|
|
|
Promus Capital, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
161,514
shares
|
$8.61 Million
7.49% of portfolio
|
Q2 2025
Added 20.71%
|
|
|
Auour Investments LLC
Wenham, MA |
Jul 31, 2025 Q2 2025 |
161,314
shares
|
$8.6 Million
2.99% of portfolio
|
Q2 2025
Added 3.09%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
158,232
shares
|
$8.44 Million
0.34% of portfolio
|
Q3 2022
Reduced 6.05%
|
|
|
Cardinal Strategic Wealth Guidance
|
Jul 21, 2025 Q2 2025 |
158,229
shares
|
$8.44 Million
2.42% of portfolio
|
Q2 2025
Added 11.09%
|
|
|
Trilogy Capital Inc.
|
Jul 18, 2025 Q2 2025 |
158,035
shares
|
$8.42 Million
0.4% of portfolio
|
Q2 2025
Added 4.3%
|
|
|
Quent Capital, LLC
|
Jul 21, 2025 Q2 2025 |
157,945
shares
|
$8.42 Million
0.83% of portfolio
|
Q2 2025
Reduced 3.38%
|
|
|
Laurel Wealth Planning LLC
Edina, MN |
Aug 08, 2025 Q2 2025 |
156,650
shares
|
$8.35 Million
4.85% of portfolio
|
Q2 2025
Added 3.57%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
156,373
shares
|
$8.34 Million
0.2% of portfolio
|
Q2 2025
Reduced 11.06%
|