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 |
|---|---|---|---|---|---|
|
Arbor Trust Wealth Advisors, LLC
|
Aug 07, 2025 Q2 2025 |
107,243
shares
|
$5.72 Million
2.81% of portfolio
|
Q2 2025
Reduced 12.31%
|
|
|
Occidental Asset Management, LLC
|
Jul 14, 2025 Q2 2025 |
106,574
shares
|
$5.68 Million
0.78% of portfolio
|
Q2 2025
Added 2.74%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
106,305
shares
|
$5.67 Million
0.05% of portfolio
|
Q2 2025
Added 7.61%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Aug 13, 2025 Q2 2025 |
105,604
shares
|
$5.63 Million
1.05% of portfolio
|
Q2 2025
Added 11.28%
|
|
|
Phoenix Wealth Advisors
|
Aug 08, 2025 Q2 2025 |
105,210
shares
|
$5.61 Million
2.34% of portfolio
|
Q2 2025
Reduced 10.92%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Aug 12, 2025 Q2 2025 |
104,524
shares
|
$5.57 Million
0.5% of portfolio
|
Q2 2025
Reduced 4.45%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
104,077
shares
|
$5.55 Million
0.03% of portfolio
|
Q2 2025
Added 453.93%
|
|
|
Hsbc Holdings PLC
London, X0 |
Aug 13, 2025 Q2 2025 |
103,627
shares
|
$5.52 Million
0.0% of portfolio
|
Q2 2025
Added 86.5%
|
|
|
Buttonwood Financial Group, LLC
|
Jul 14, 2025 Q2 2025 |
102,531
shares
|
$5.47 Million
3.03% of portfolio
|
Q2 2025
Added 2.03%
|
|
|
Jnba Financial Advisors
|
Jul 24, 2025 Q2 2025 |
102,445
shares
|
$5.46 Million
0.52% of portfolio
|
Q2 2025
Reduced 5.37%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
101,219
shares
|
$5.4 Million
0.04% of portfolio
|
Q2 2025
Added 21.52%
|
|
|
Decision Map Wealth Management, LLC
Great Falls, VA |
Jul 30, 2025 Q2 2025 |
99,426
shares
|
$5.3 Million
3.57% of portfolio
|
Q2 2025
Added 3.07%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
99,192
shares
|
$5.29 Million
0.14% of portfolio
|
Q2 2025
Added 2.56%
|
|
|
Horizon Family Wealth, Inc.
|
Aug 08, 2025 Q2 2025 |
98,160
shares
|
$5.23 Million
3.41% of portfolio
|
Q2 2025
Added 7.7%
|
|
|
Sharpepoint LLC
Phoenix, AZ |
Aug 11, 2025 Q2 2025 |
97,271
shares
|
$5.19 Million
5.24% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
95,318
shares
|
$5.08 Million
0.23% of portfolio
|
Q2 2025
Added 72.99%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Jul 21, 2025 Q2 2025 |
95,318
shares
|
$5.08 Million
0.89% of portfolio
|
Q2 2025
Added 72.99%
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Jul 08, 2025 Q2 2025 |
94,615
shares
|
$5.04 Million
3.58% of portfolio
|
Q2 2025
Added 15.92%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
May 14, 2025 Q1 2025 |
94,239
shares
|
$5.02 Million
0.9% of portfolio
|
Q1 2025
Added 1.26%
|
|
|
City Center Advisors, LLC
Troy, MI |
Jul 02, 2025 Q2 2025 |
94,036
shares
|
$5.01 Million
5.28% of portfolio
|
Q2 2025
Added 16.52%
|
|
|
Brinker Capital Investments, LLC
|
Aug 14, 2025 Q2 2025 |
93,910
shares
|
$5.01 Million
0.01% of portfolio
|
Q2 2025
Reduced 42.06%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
93,351
shares
|
$4.98 Million
0.04% of portfolio
|
Q2 2025
Reduced 10.56%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jul 17, 2025 Q2 2025 |
93,195
shares
|
$4.97 Million
0.45% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
92,899
shares
|
$4.95 Million
0.08% of portfolio
|
Q2 2025
Added 8.95%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
91,561
shares
|
$4.88 Million
0.0% of portfolio
|
Q2 2025
Added 39.12%
|