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 |
|---|---|---|---|---|---|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
63,195
shares
|
$3.37 Million
0.51% of portfolio
|
Q2 2025
Reduced 3.19%
|
|
|
Hrt Financial LP
New York, NY |
Aug 14, 2025 Q2 2025 |
62,533
shares
|
$3.33 Million
0.02% of portfolio
|
Q2 2025
Added 543.28%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
62,530
shares
|
$3.33 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.85%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
61,393
shares
|
$3.27 Million
0.06% of portfolio
|
Q2 2025
Reduced 0.75%
|
|
|
American Investment Services, Inc.
|
Aug 13, 2025 Q2 2025 |
60,808
shares
|
$3.24 Million
0.85% of portfolio
|
Q2 2025
Reduced 3.08%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Jul 10, 2025 Q2 2025 |
59,458
shares
|
$3.17 Million
0.97% of portfolio
|
Q2 2025
Added 153.03%
|
|
|
Graney & King, LLC
Latham, NY |
Aug 14, 2025 Q2 2025 |
59,213
shares
|
$3.16 Million
2.08% of portfolio
|
Q2 2025
Reduced 81.55%
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Jul 14, 2025 Q2 2025 |
59,176
shares
|
$3.15 Million
0.6% of portfolio
|
Q2 2025
Reduced 3.32%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
58,783
shares
|
$3.13 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
|
$3.12 Million
0.07% of portfolio
|
Q2 2025
Added 13.24%
|
|
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
Aug 13, 2025 Q2 2025 |
57,596
shares
|
$3.07 Million
0.84% of portfolio
|
Q2 2025
Added 2.17%
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
57,476
shares
|
$3.06 Million
0.13% of portfolio
|
Q2 2025
Added 21.9%
|
|
|
Marshall Wace, LLP
London, X0 |
Aug 13, 2025 Q2 2025 |
57,469
shares
|
$3.06 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Prism Advisors, Inc.
|
Jul 08, 2025 Q2 2025 |
56,424
shares
|
$3.01 Million
0.87% of portfolio
|
Q2 2025
Reduced 10.28%
|
|
|
Demars Financial Group, LLC
|
Jul 29, 2025 Q2 2025 |
55,874
shares
|
$2.98 Million
1.12% of portfolio
|
Q2 2025
Reduced 99.68%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
55,560
shares
|
$2.96 Million
0.03% of portfolio
|
Q3 2024
Added 1.81%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jul 09, 2025 Q2 2025 |
55,154
shares
|
$2.94 Million
0.47% of portfolio
|
Q2 2025
Added 1.57%
|
|
|
Keystone Financial Group
|
Aug 13, 2025 Q2 2025 |
54,655
shares
|
$2.91 Million
0.27% of portfolio
|
Q2 2025
Reduced 3.93%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Aug 13, 2025 Q2 2025 |
54,553
shares
|
$2.91 Million
0.69% of portfolio
|
Q2 2025
Reduced 7.04%
|
|
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
Jul 23, 2025 Q2 2025 |
54,289
shares
|
$2.89 Million
1.69% of portfolio
|
Q2 2025
Added 1.73%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Aug 13, 2025 Q2 2025 |
54,272
shares
|
$2.89 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
|
$2.89 Million
0.59% of portfolio
|
Q2 2025
Added 1.3%
|
|
|
Cordatus Wealth Management LLC
Newtown, PA |
Aug 11, 2025 Q2 2025 |
54,098
shares
|
$2.88 Million
0.7% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jul 10, 2025 Q2 2025 |
53,677
shares
|
$2.86 Million
1.05% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
53,387
shares
|
$2.85 Million
0.69% of portfolio
|
Q1 2024
Reduced 0.73%
|