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 |
|---|---|---|---|---|---|
|
Cooper Financial Group
|
Oct 07, 2025 Q3 2025 |
104,243
shares
|
$5.72 Million
0.67% of portfolio
|
Q3 2025
Reduced 5.2%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
104,077
shares
|
$5.71 Million
0.03% of portfolio
|
Q2 2025
Added 453.93%
|
|
|
Hsbc Holdings PLC
London, X0 |
Aug 13, 2025 Q2 2025 |
103,627
shares
|
$5.68 Million
0.0% of portfolio
|
Q2 2025
Added 86.5%
|
|
|
Decision Map Wealth Management, LLC
Great Falls, VA |
Oct 16, 2025 Q3 2025 |
103,061
shares
|
$5.65 Million
3.66% of portfolio
|
Q3 2025
Added 3.66%
|
|
|
Buttonwood Financial Group, LLC
|
Jul 14, 2025 Q2 2025 |
102,531
shares
|
$5.62 Million
3.03% of portfolio
|
Q2 2025
Added 2.03%
|
|
|
Jnba Financial Advisors
|
Jul 24, 2025 Q2 2025 |
102,445
shares
|
$5.62 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
|
$5.55 Million
0.04% of portfolio
|
Q2 2025
Added 21.52%
|
|
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
Oct 06, 2025 Q3 2025 |
100,589
shares
|
$5.52 Million
2.92% of portfolio
|
Q3 2025
Reduced 7.34%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
99,192
shares
|
$5.44 Million
0.14% of portfolio
|
Q2 2025
Added 2.56%
|
|
|
Horizon Family Wealth, Inc.
|
Aug 08, 2025 Q2 2025 |
98,160
shares
|
$5.38 Million
3.41% of portfolio
|
Q2 2025
Added 7.7%
|
|
|
Sharpepoint LLC
Phoenix, AZ |
Aug 11, 2025 Q2 2025 |
97,271
shares
|
$5.33 Million
5.24% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
95,318
shares
|
$5.23 Million
0.23% of portfolio
|
Q2 2025
Added 72.99%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Jul 21, 2025 Q2 2025 |
95,318
shares
|
$5.23 Million
0.89% of portfolio
|
Q2 2025
Added 72.99%
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Jul 08, 2025 Q2 2025 |
94,615
shares
|
$5.19 Million
3.58% of portfolio
|
Q2 2025
Added 15.92%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
May 14, 2025 Q1 2025 |
94,239
shares
|
$5.17 Million
0.9% of portfolio
|
Q1 2025
Added 1.26%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
93,910
shares
|
$5.15 Million
0.05% of portfolio
|
Q2 2025
Reduced 42.06%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
93,351
shares
|
$5.12 Million
0.04% of portfolio
|
Q2 2025
Reduced 10.56%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
92,899
shares
|
$5.09 Million
0.08% of portfolio
|
Q2 2025
Added 8.95%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
91,561
shares
|
$5.02 Million
0.0% of portfolio
|
Q2 2025
Added 39.12%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Oct 15, 2025 Q3 2025 |
91,201
shares
|
$5 Million
0.43% of portfolio
|
Q3 2025
Reduced 2.14%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Oct 08, 2025 Q3 2025 |
90,791
shares
|
$4.98 Million
0.99% of portfolio
|
Q3 2025
Reduced 20.32%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
90,683
shares
|
$4.97 Million
0.02% of portfolio
|
Q2 2025
Reduced 2.62%
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
89,062
shares
|
$4.88 Million
0.45% of portfolio
|
Q3 2025
Added 12.16%
|
|
|
Pacific Financial Group Inc
|
Jul 21, 2025 Q2 2025 |
87,693
shares
|
$4.81 Million
3.6% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Clarus Wealth Advisors
|
Oct 06, 2025 Q3 2025 |
85,965
shares
|
$4.71 Million
2.14% of portfolio
|
Q3 2025
Reduced 2.59%
|