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 |
|---|---|---|---|---|---|
|
Centennial Wealth Advisory LLC
|
Jul 17, 2025 Q2 2025 |
130,380
shares
|
$6.95 Million
2.37% of portfolio
|
Q2 2025
Added 17.28%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
129,431
shares
|
$6.9 Million
0.48% of portfolio
|
Q2 2025
Added 5.18%
|
|
|
Penobscot Wealth Management
|
Aug 01, 2025 Q2 2025 |
127,031
shares
|
$6.77 Million
2.78% of portfolio
|
Q2 2025
Added 7.94%
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Jul 21, 2025 Q2 2025 |
126,822
shares
|
$6.76 Million
0.84% of portfolio
|
Q2 2025
Reduced 1.24%
|
|
|
Snider Financial Group
Bellevue, WA |
Aug 05, 2025 Q2 2025 |
126,662
shares
|
$6.75 Million
1.93% of portfolio
|
Q2 2025
Added 4.67%
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
126,386
shares
|
$6.74 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
|
$6.71 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
|
$6.66 Million
3.94% of portfolio
|
Q2 2025
Added 15.12%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
123,397
shares
|
$6.58 Million
0.09% of portfolio
|
Q2 2025
Reduced 0.85%
|
|
|
Fure Financial Corp
Bloomington, MN |
Nov 09, 2022 Q3 2022 |
122,328
shares
|
$6.52 Million
3.46% of portfolio
|
Q3 2022
Reduced 32.99%
|
|
|
Intergy Private Wealth, LLC
|
Jul 23, 2025 Q2 2025 |
122,277
shares
|
$6.52 Million
2.2% of portfolio
|
Q2 2025
Added 0.0%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
121,945
shares
|
$6.5 Million
0.11% of portfolio
|
Q4 2024
Reduced 23.45%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
119,455
shares
|
$6.37 Million
0.17% of portfolio
|
Q2 2025
Added 5.95%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
119,448
shares
|
$6.37 Million
0.23% of portfolio
|
Q2 2025
Reduced 11.77%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
117,355
shares
|
$6.26 Million
0.75% of portfolio
|
Q2 2025
Added 3.56%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Aug 13, 2025 Q2 2025 |
116,307
shares
|
$6.2 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
|
$6.18 Million
0.51% of portfolio
|
Q2 2025
Reduced 2.89%
|
|
|
My Purposeful Wealth Corp.
Omaha, NE |
Aug 13, 2025 Q2 2025 |
115,122
shares
|
$6.14 Million
2.18% of portfolio
|
Q2 2025
Added 2.57%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Aug 15, 2025 Q2 2025 |
113,946
shares
|
$6.07 Million
1.32% of portfolio
|
Q2 2025
Reduced 32.13%
|
|
|
Cooper Financial Group
|
Jul 17, 2025 Q2 2025 |
109,965
shares
|
$5.86 Million
0.71% of portfolio
|
Q2 2025
Reduced 13.22%
|
|
|
Iag Wealth Partners, LLC
|
Aug 13, 2025 Q2 2025 |
109,310
shares
|
$5.83 Million
0.84% of portfolio
|
Q2 2025
Added 37.25%
|
|
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
Jul 14, 2025 Q2 2025 |
108,559
shares
|
$5.79 Million
3.17% of portfolio
|
Q2 2025
Reduced 42.21%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
108,058
shares
|
$5.76 Million
0.5% of portfolio
|
Q4 2023
Added 9.69%
|
|
|
Koshinski Asset Management, Inc.
|
Jul 29, 2025 Q2 2025 |
107,876
shares
|
$5.75 Million
0.43% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Tag Stone Capital, Inc.
|
Aug 11, 2025 Q2 2025 |
107,838
shares
|
$5.75 Million
2.57% of portfolio
|
Q2 2025
Added 7.18%
|