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 |
|---|---|---|---|---|---|
|
American Money Management, LLC
|
Aug 13, 2025 Q2 2025 |
74,235
shares
|
$3.96 Million
0.7% of portfolio
|
Q2 2025
Reduced 1.46%
|
|
|
Copia Wealth Management
Bend, OR |
Jul 28, 2025 Q2 2025 |
73,785
shares
|
$3.93 Million
3.26% of portfolio
|
Q2 2025
Reduced 0.12%
|
|
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
Jul 25, 2025 Q2 2025 |
73,002
shares
|
$3.89 Million
2.58% of portfolio
|
Q2 2025
Added 22.07%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
72,422
shares
|
$3.86 Million
0.2% of portfolio
|
Q2 2025
Reduced 26.93%
|
|
|
Keener Financial Planning LLC
Keller, TX |
Jul 24, 2025 Q2 2025 |
72,222
shares
|
$3.85 Million
1.88% of portfolio
|
Q2 2025
Added 7.24%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
71,921
shares
|
$3.83 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.13%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
71,739
shares
|
$3.82 Million
0.14% of portfolio
|
Q2 2025
Reduced 30.08%
|
|
|
Topel & Distasi Wealth Management, LLC
|
Aug 07, 2025 Q2 2025 |
71,279
shares
|
$3.8 Million
1.96% of portfolio
|
Q1 2025
Reduced 22.27%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Aug 12, 2025 Q2 2025 |
70,901
shares
|
$3.78 Million
0.3% of portfolio
|
Q2 2025
Reduced 6.49%
|
|
|
Ceera Investments, LLC
Bellaire, TX |
Aug 05, 2025 Q2 2025 |
70,778
shares
|
$3.77 Million
1.24% of portfolio
|
Q2 2025
Added 211.52%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
70,624
shares
|
$3.76 Million
0.01% of portfolio
|
Q2 2025
Added 5.6%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jul 22, 2025 Q2 2025 |
70,172
shares
|
$3.74 Million
1.79% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Milestone Asset Management Group, LLC
Avon, CT |
Aug 01, 2025 Q2 2025 |
68,995
shares
|
$3.68 Million
2.67% of portfolio
|
Q2 2025
Added 2.87%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
68,227
shares
|
$3.64 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.41%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
67,942
shares
|
$3.62 Million
0.04% of portfolio
|
Q2 2025
Reduced 60.53%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
67,372
shares
|
$3.59 Million
2.97% of portfolio
|
Q1 2025
Added 29.46%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
67,119
shares
|
$3.58 Million
0.05% of portfolio
|
Q2 2025
Reduced 76.31%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
66,725
shares
|
$3.56 Million
1.69% of portfolio
|
Q2 2025
Added 14.27%
|
|
|
Burney CO
Reston, VA |
Aug 05, 2025 Q2 2025 |
66,513
shares
|
$3.55 Million
0.14% of portfolio
|
Q2 2025
Added 40.25%
|
|
|
Svb Wealth LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
65,766
shares
|
$3.51 Million
0.19% of portfolio
|
Q2 2025
Reduced 23.31%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Aug 01, 2025 Q2 2025 |
65,699
shares
|
$3.5 Million
1.62% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 13, 2025 Q2 2025 |
65,600
shares
|
$3.5 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
65,283
shares
|
$3.48 Million
0.08% of portfolio
|
Q2 2025
Reduced 11.15%
|
|
|
Cornerstone Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
63,943
shares
|
$3.41 Million
0.21% of portfolio
|
Q2 2025
Reduced 1.53%
|
|
|
Idaho Trust Bank
Boise, ID |
Aug 13, 2025 Q2 2025 |
63,679
shares
|
$3.39 Million
1.19% of portfolio
|
Q2 2025
Reduced 2.62%
|