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 |
|---|---|---|---|---|---|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
90,683
shares
|
$4.83 Million
0.02% of portfolio
|
Q2 2025
Reduced 2.62%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
89,397
shares
|
$4.77 Million
0.47% of portfolio
|
Q2 2025
Reduced 13.66%
|
|
|
Clarus Wealth Advisors
|
Jul 09, 2025 Q2 2025 |
88,250
shares
|
$4.7 Million
2.16% of portfolio
|
Q2 2025
Added 2.01%
|
|
|
Pacific Financial Group Inc
|
Jul 21, 2025 Q2 2025 |
87,693
shares
|
$4.67 Million
3.6% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
85,606
shares
|
$4.56 Million
0.27% of portfolio
|
Q1 2025
Added 3.07%
|
|
|
Citizens Financial Group Inc
|
Aug 08, 2025 Q2 2025 |
85,200
shares
|
$4.54 Million
0.07% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
Aug 05, 2025 Q2 2025 |
85,139
shares
|
$4.54 Million
1.38% of portfolio
|
Q2 2025
Added 18.41%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Aug 11, 2025 Q2 2025 |
84,995
shares
|
$4.53 Million
0.52% of portfolio
|
Q2 2025
Added 18.77%
|
|
|
Sharkey, Howes & Javer
|
Jul 10, 2025 Q2 2025 |
84,663
shares
|
$4.51 Million
0.65% of portfolio
|
Q2 2025
Added 9.08%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
83,568
shares
|
$4.46 Million
0.37% of portfolio
|
Q1 2025
Added 1.45%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
83,525
shares
|
$4.45 Million
0.04% of portfolio
|
Q2 2025
Added 185.43%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
82,823
shares
|
$4.42 Million
1.35% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
81,252
shares
|
$4.33 Million
0.52% of portfolio
|
Q2 2025
Reduced 1.07%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Aug 05, 2025 Q2 2025 |
80,100
shares
|
$4.27 Million
2.97% of portfolio
|
Q4 2023
Reduced 1.85%
|
|
|
Salomon & Ludwin, LLC
|
Jul 29, 2025 Q2 2025 |
79,406
shares
|
$4.23 Million
0.41% of portfolio
|
Q2 2025
Added 12.52%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
79,390
shares
|
$4.23 Million
0.09% of portfolio
|
Q2 2025
Added 15.24%
|
|
|
Fullen Financial Group
|
May 30, 2023 Q1 2023 |
79,368
shares
|
$4.23 Million
1.75% of portfolio
|
Q1 2023
Reduced 0.34%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
79,247
shares
|
$4.22 Million
0.77% of portfolio
|
Q2 2025
Added 53.39%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Aug 04, 2025 Q2 2025 |
79,080
shares
|
$4.22 Million
0.23% of portfolio
|
Q2 2025
Reduced 44.42%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
78,082
shares
|
$4.16 Million
0.08% of portfolio
|
Q3 2022
Reduced 63.08%
|
|
|
Partners In Financial Planning
Salem, VA |
Aug 04, 2025 Q2 2025 |
77,848
shares
|
$4.15 Million
0.75% of portfolio
|
Q2 2025
Added 64.78%
|
|
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
Aug 13, 2025 Q2 2025 |
77,251
shares
|
$4.12 Million
2.57% of portfolio
|
Q2 2025
Reduced 28.44%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 18, 2025 Q2 2025 |
75,299
shares
|
$4.01 Million
0.68% of portfolio
|
Q2 2025
Reduced 1.58%
|
|
|
Pfg Advisors
|
Aug 07, 2025 Q2 2025 |
74,611
shares
|
$3.98 Million
0.13% of portfolio
|
Q2 2025
Added 113.52%
|
|
|
Members Wealth LLC
Media, PA |
Apr 15, 2025 Q1 2025 |
74,339
shares
|
$3.96 Million
2.86% of portfolio
|
Q2 2024
Added 21.3%
|