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 |
|---|---|---|---|---|---|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
154,854
shares
|
$8.26 Million
0.16% of portfolio
|
Q2 2025
Added 22.9%
|
|
|
1900 Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
153,987
shares
|
$8.21 Million
0.66% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
153,644
shares
|
$8.19 Million
1.65% of portfolio
|
Q2 2025
Added 8.1%
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
150,528
shares
|
$8.02 Million
4.18% of portfolio
|
Q2 2025
Added 1.52%
|
|
|
Lynch & Associates
|
Jul 15, 2025 Q2 2025 |
150,508
shares
|
$8.02 Million
1.62% of portfolio
|
Q2 2025
Added 1.94%
|
|
|
Tme Financial, Inc.
Huntington Beach, CA |
Aug 05, 2025 Q2 2025 |
148,436
shares
|
$7.91 Million
6.28% of portfolio
|
Q2 2025
Added 6.11%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Aug 11, 2025 Q2 2025 |
148,347
shares
|
$7.91 Million
1.63% of portfolio
|
Q2 2025
Reduced 7.38%
|
|
|
Uptown Financial Advisors LLC
Dallas, TX |
Jul 10, 2025 Q2 2025 |
142,144
shares
|
$7.58 Million
6.37% of portfolio
|
Q2 2025
Added 9.8%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
141,049
shares
|
$7.52 Million
1.01% of portfolio
|
Q1 2023
Reduced 6.07%
|
|
|
Independent Wealth Network Inc.
|
Jul 16, 2025 Q2 2025 |
140,868
shares
|
$7.51 Million
2.87% of portfolio
|
Q2 2025
Added 3.44%
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Apr 29, 2025 Q1 2025 |
140,563
shares
|
$7.49 Million
2.53% of portfolio
|
Q1 2025
Added 9.57%
|
|
|
Partnership Wealth Management, LLC
Towson, MD |
Jul 08, 2025 Q2 2025 |
138,907
shares
|
$7.41 Million
5.89% of portfolio
|
Q2 2025
Added 0.89%
|
|
|
Red Crane Wealth Management, LLC
San Francisco, CA |
Jul 30, 2025 Q2 2025 |
138,663
shares
|
$7.39 Million
6.61% of portfolio
|
Q2 2025
Added 2.95%
|
|
|
Motive Wealth Advisors
|
Jul 15, 2025 Q2 2025 |
138,516
shares
|
$7.38 Million
3.34% of portfolio
|
Q2 2025
Added 26.27%
|
|
|
Venture Visionary Partners LLC
|
Jul 17, 2025 Q2 2025 |
135,902
shares
|
$7.24 Million
0.28% of portfolio
|
Q2 2025
Added 4.31%
|
|
|
Stratos Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
135,687
shares
|
$7.23 Million
0.39% of portfolio
|
Q2 2025
Added 0.65%
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Aug 13, 2025 Q2 2025 |
135,407
shares
|
$7.22 Million
3.14% of portfolio
|
Q2 2025
Reduced 2.26%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
135,384
shares
|
$7.22 Million
0.52% of portfolio
|
Q4 2022
Added 14.32%
|
|
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
Jul 23, 2025 Q2 2025 |
135,269
shares
|
$7.21 Million
5.79% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Jul 11, 2025 Q2 2025 |
135,009
shares
|
$7.2 Million
1.52% of portfolio
|
Q2 2025
Reduced 4.94%
|
|
|
Bensler, LLC
Bellevue, WA |
Aug 06, 2025 Q2 2025 |
133,986
shares
|
$7.14 Million
0.78% of portfolio
|
Q2 2025
Added 6.03%
|
|
|
Ignite Planners, LLC
|
Aug 08, 2025 Q2 2025 |
133,758
shares
|
$7.13 Million
1.34% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Jul 10, 2025 Q2 2025 |
133,154
shares
|
$7.1 Million
2.54% of portfolio
|
Q2 2025
Added 9.03%
|
|
|
Altman Advisors, Inc.
Chicago, IL |
Aug 07, 2025 Q2 2025 |
132,856
shares
|
$7.08 Million
2.73% of portfolio
|
Q2 2025
Added 2.25%
|
|
|
First Ascent Asset Management, LLC
|
Feb 05, 2024 Q4 2023 |
131,931
shares
|
$7.03 Million
0.69% of portfolio
|
Q4 2023
Added 9.26%
|