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 |
|---|---|---|---|---|---|
|
Snider Financial Group
Bellevue, WA |
Aug 05, 2025 Q2 2025 |
126,662
shares
|
$6.95 Million
1.93% of portfolio
|
Q2 2025
Added 4.67%
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
126,386
shares
|
$6.93 Million
0.08% of portfolio
|
Q2 2025
Added 1.34%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
125,830
shares
|
$6.9 Million
0.16% of portfolio
|
Q1 2024
Added 0.63%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Aug 11, 2025 Q2 2025 |
124,847
shares
|
$6.85 Million
3.94% of portfolio
|
Q2 2025
Added 15.12%
|
|
|
My Purposeful Wealth Corp.
Omaha, NE |
Oct 22, 2025 Q3 2025 |
123,614
shares
|
$6.78 Million
2.04% of portfolio
|
Q3 2025
Added 7.38%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
123,397
shares
|
$6.77 Million
0.09% of portfolio
|
Q2 2025
Reduced 0.85%
|
|
|
Fure Financial Corp
Bloomington, MN |
Nov 09, 2022 Q3 2022 |
122,328
shares
|
$6.71 Million
3.46% of portfolio
|
Q3 2022
Reduced 32.99%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 17, 2025 Q3 2025 |
121,945
shares
|
$6.69 Million
0.1% of portfolio
|
Q4 2024
Reduced 23.45%
|
|
|
Trilogy Capital Inc.
|
Oct 24, 2025 Q3 2025 |
119,692
shares
|
$6.56 Million
0.31% of portfolio
|
Q3 2025
Reduced 24.26%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
119,455
shares
|
$6.55 Million
0.17% of portfolio
|
Q2 2025
Added 5.95%
|
|
|
Intergy Private Wealth, LLC
|
Oct 14, 2025 Q3 2025 |
118,367
shares
|
$6.49 Million
2.07% of portfolio
|
Q3 2025
Reduced 3.2%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
117,355
shares
|
$6.44 Million
0.75% of portfolio
|
Q2 2025
Added 3.56%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Aug 13, 2025 Q2 2025 |
116,307
shares
|
$6.38 Million
0.01% of portfolio
|
Q2 2025
Reduced 14.65%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Jul 30, 2025 Q2 2025 |
116,008
shares
|
$6.36 Million
0.51% of portfolio
|
Q2 2025
Reduced 2.89%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
113,604
shares
|
$6.23 Million
0.23% of portfolio
|
Q3 2025
Reduced 4.89%
|
|
|
City Center Advisors, LLC
Troy, MI |
Oct 06, 2025 Q3 2025 |
110,046
shares
|
$6.03 Million
5.92% of portfolio
|
Q3 2025
Added 17.03%
|
|
|
Iag Wealth Partners, LLC
|
Aug 13, 2025 Q2 2025 |
109,310
shares
|
$5.99 Million
0.84% of portfolio
|
Q2 2025
Added 37.25%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
108,058
shares
|
$5.93 Million
0.5% of portfolio
|
Q4 2023
Added 9.69%
|
|
|
Koshinski Asset Management, Inc.
|
Jul 29, 2025 Q2 2025 |
107,876
shares
|
$5.92 Million
0.43% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Tag Stone Capital, Inc.
|
Aug 11, 2025 Q2 2025 |
107,838
shares
|
$5.91 Million
2.57% of portfolio
|
Q2 2025
Added 7.18%
|
|
|
Arbor Trust Wealth Advisors, LLC
|
Aug 07, 2025 Q2 2025 |
107,243
shares
|
$5.88 Million
2.81% of portfolio
|
Q2 2025
Reduced 12.31%
|
|
|
Occidental Asset Management, LLC
|
Jul 14, 2025 Q2 2025 |
106,574
shares
|
$5.84 Million
0.78% of portfolio
|
Q2 2025
Added 2.74%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Aug 13, 2025 Q2 2025 |
105,604
shares
|
$5.79 Million
1.05% of portfolio
|
Q2 2025
Added 11.28%
|
|
|
Phoenix Wealth Advisors
|
Aug 08, 2025 Q2 2025 |
105,210
shares
|
$5.77 Million
2.34% of portfolio
|
Q2 2025
Reduced 10.92%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Aug 12, 2025 Q2 2025 |
104,524
shares
|
$5.73 Million
0.5% of portfolio
|
Q2 2025
Reduced 4.45%
|