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 1,155 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 |
|---|---|---|---|---|---|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
61,393
shares
|
$3.37 Million
0.06% of portfolio
|
Q2 2025
Reduced 0.75%
|
|
|
American Investment Services, Inc.
|
Aug 13, 2025 Q2 2025 |
60,808
shares
|
$3.33 Million
0.85% of portfolio
|
Q2 2025
Reduced 3.08%
|
|
|
Graney & King, LLC
Latham, NY |
Aug 14, 2025 Q2 2025 |
59,213
shares
|
$3.25 Million
2.08% of portfolio
|
Q2 2025
Reduced 81.55%
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Oct 15, 2025 Q3 2025 |
59,176
shares
|
$3.25 Million
0.59% of portfolio
|
Q2 2025
Reduced 3.32%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
58,783
shares
|
$3.22 Million
0.1% of portfolio
|
Q2 2025
Added 90.8%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
58,577
shares
|
$3.21 Million
0.07% of portfolio
|
Q2 2025
Added 13.24%
|
|
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
Aug 13, 2025 Q2 2025 |
57,596
shares
|
$3.16 Million
0.84% of portfolio
|
Q2 2025
Added 2.17%
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
57,476
shares
|
$3.15 Million
0.13% of portfolio
|
Q2 2025
Added 21.9%
|
|
|
Marshall Wace, LLP
London, X0 |
Aug 13, 2025 Q2 2025 |
57,469
shares
|
$3.15 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Shum Financial Group, Inc.
Alameda, CA |
Oct 20, 2025 Q3 2025 |
56,376
shares
|
$3.09 Million
2.33% of portfolio
|
Q3 2025
Added 7.06%
|
|
|
Demars Financial Group, LLC
|
Jul 29, 2025 Q2 2025 |
55,874
shares
|
$3.06 Million
1.12% of portfolio
|
Q2 2025
Reduced 99.68%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
55,560
shares
|
$3.05 Million
0.03% of portfolio
|
Q3 2024
Added 1.81%
|
|
|
Prism Advisors, Inc.
|
Oct 14, 2025 Q3 2025 |
55,367
shares
|
$3.04 Million
0.9% of portfolio
|
Q3 2025
Reduced 1.87%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jul 09, 2025 Q2 2025 |
55,154
shares
|
$3.02 Million
0.47% of portfolio
|
Q2 2025
Added 1.57%
|
|
|
Keystone Financial Group
|
Aug 13, 2025 Q2 2025 |
54,655
shares
|
$3 Million
0.27% of portfolio
|
Q2 2025
Reduced 3.93%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Oct 24, 2025 Q3 2025 |
54,624
shares
|
$3 Million
0.87% of portfolio
|
Q3 2025
Added 6.44%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Aug 13, 2025 Q2 2025 |
54,553
shares
|
$2.99 Million
0.69% of portfolio
|
Q2 2025
Reduced 7.04%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Aug 13, 2025 Q2 2025 |
54,272
shares
|
$2.98 Million
0.2% of portfolio
|
Q2 2025
Reduced 3.39%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Aug 13, 2025 Q2 2025 |
54,259
shares
|
$2.98 Million
0.59% of portfolio
|
Q2 2025
Added 1.3%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Oct 21, 2025 Q3 2025 |
53,641
shares
|
$2.94 Million
1.06% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
53,387
shares
|
$2.93 Million
0.69% of portfolio
|
Q1 2024
Reduced 0.73%
|
|
|
Corda Investment Management, Llc.
Houston, TX |
Oct 24, 2025 Q3 2025 |
53,243
shares
|
$2.92 Million
0.21% of portfolio
|
Q3 2025
Added 2.07%
|
|
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
Oct 15, 2025 Q3 2025 |
52,985
shares
|
$2.91 Million
1.64% of portfolio
|
Q3 2025
Reduced 2.4%
|
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
Aug 13, 2025 Q2 2025 |
52,928
shares
|
$2.9 Million
0.97% of portfolio
|
Q2 2025
Reduced 8.02%
|
|
|
Psi Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
52,916
shares
|
$2.9 Million
1.39% of portfolio
|
Q2 2025
Added 1.79%
|