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 |
|---|---|---|---|---|---|
|
Tme Financial, Inc.
Huntington Beach, CA |
Aug 05, 2025 Q2 2025 |
148,436
shares
|
$8.14 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
|
$8.14 Million
1.63% of portfolio
|
Q2 2025
Reduced 7.38%
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
Oct 20, 2025 Q3 2025 |
148,075
shares
|
$8.12 Million
4.21% of portfolio
|
Q3 2025
Reduced 1.63%
|
|
|
Independent Wealth Network Inc.
|
Oct 15, 2025 Q3 2025 |
147,540
shares
|
$8.09 Million
2.8% of portfolio
|
Q3 2025
Added 4.74%
|
|
|
Uptown Financial Advisors LLC
Dallas, TX |
Oct 15, 2025 Q3 2025 |
146,458
shares
|
$8.03 Million
6.68% of portfolio
|
Q3 2025
Added 3.03%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
141,049
shares
|
$7.74 Million
1.01% of portfolio
|
Q1 2023
Reduced 6.07%
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Apr 29, 2025 Q1 2025 |
140,563
shares
|
$7.71 Million
2.53% of portfolio
|
Q1 2025
Added 9.57%
|
|
|
Partnership Wealth Management, LLC
Towson, MD |
Oct 08, 2025 Q3 2025 |
139,542
shares
|
$7.65 Million
5.95% of portfolio
|
Q3 2025
Added 0.46%
|
|
|
Red Crane Wealth Management, LLC
San Francisco, CA |
Jul 30, 2025 Q2 2025 |
138,663
shares
|
$7.6 Million
6.61% of portfolio
|
Q2 2025
Added 2.95%
|
|
|
Motive Wealth Advisors
|
Oct 20, 2025 Q3 2025 |
137,952
shares
|
$7.57 Million
3.35% of portfolio
|
Q3 2025
Reduced 0.41%
|
|
|
Stone Point Wealth LLC
|
Oct 22, 2025 Q3 2025 |
136,816
shares
|
$7.5 Million
2.18% of portfolio
|
Q3 2025
Reduced 21.53%
|
|
|
Stratos Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
135,687
shares
|
$7.44 Million
0.39% of portfolio
|
Q2 2025
Added 0.65%
|
|
|
Centennial Wealth Advisory LLC
|
Oct 22, 2025 Q3 2025 |
135,559
shares
|
$7.43 Million
2.33% of portfolio
|
Q3 2025
Added 3.97%
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Aug 13, 2025 Q2 2025 |
135,407
shares
|
$7.43 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
|
$7.42 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
|
$7.42 Million
5.79% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Bensler, LLC
Bellevue, WA |
Aug 06, 2025 Q2 2025 |
133,986
shares
|
$7.35 Million
0.78% of portfolio
|
Q2 2025
Added 6.03%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Oct 14, 2025 Q3 2025 |
133,608
shares
|
$7.33 Million
1.45% of portfolio
|
Q3 2025
Reduced 1.04%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Jul 10, 2025 Q2 2025 |
133,154
shares
|
$7.3 Million
2.54% of portfolio
|
Q2 2025
Added 9.03%
|
|
|
Altman Advisors, Inc.
Chicago, IL |
Aug 07, 2025 Q2 2025 |
132,856
shares
|
$7.29 Million
2.73% of portfolio
|
Q2 2025
Added 2.25%
|
|
|
Ignite Planners, LLC
|
Oct 07, 2025 Q3 2025 |
132,375
shares
|
$7.26 Million
1.3% of portfolio
|
Q3 2025
Reduced 1.03%
|
|
|
First Ascent Asset Management, LLC
|
Feb 05, 2024 Q4 2023 |
131,931
shares
|
$7.24 Million
0.69% of portfolio
|
Q4 2023
Added 9.26%
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Oct 16, 2025 Q3 2025 |
131,070
shares
|
$7.19 Million
0.86% of portfolio
|
Q3 2025
Added 3.35%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
129,431
shares
|
$7.1 Million
0.48% of portfolio
|
Q2 2025
Added 5.18%
|
|
|
Penobscot Wealth Management
|
Aug 01, 2025 Q2 2025 |
127,031
shares
|
$6.97 Million
2.78% of portfolio
|
Q2 2025
Added 7.94%
|