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 |
|---|---|---|---|---|---|
|
Vance Wealth, Inc.
Santa Clarita, CA |
Aug 13, 2025 Q2 2025 |
52,928
shares
|
$2.82 Million
0.97% of portfolio
|
Q2 2025
Reduced 8.02%
|
|
|
Psi Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
52,916
shares
|
$2.82 Million
1.39% of portfolio
|
Q2 2025
Added 1.79%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
52,801
shares
|
$2.81 Million
0.01% of portfolio
|
Q2 2025
Added 1.04%
|
|
|
Shum Financial Group, Inc.
Alameda, CA |
Apr 22, 2025 Q1 2025 |
52,660
shares
|
$2.81 Million
2.33% of portfolio
|
Q1 2025
Added 2.22%
|
|
|
Corda Investment Management, Llc.
Houston, TX |
Jul 29, 2025 Q2 2025 |
52,162
shares
|
$2.78 Million
0.21% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Friday Financial
Dubuque, IA |
Jul 14, 2025 Q2 2025 |
51,837
shares
|
$2.76 Million
1.38% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
51,332
shares
|
$2.74 Million
0.02% of portfolio
|
Q2 2025
Reduced 4.75%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jul 14, 2025 Q2 2025 |
51,319
shares
|
$2.74 Million
0.77% of portfolio
|
Q2 2025
Added 7.05%
|
|
|
Kera Capital Partners, Inc.
Sacramento, CA |
Jul 01, 2025 Q2 2025 |
50,978
shares
|
$2.72 Million
0.55% of portfolio
|
Q2 2025
Added 264.52%
|
|
|
Yukon Wealth Management, Inc.
Overland Park, KS |
Aug 01, 2025 Q2 2025 |
50,767
shares
|
$2.71 Million
0.95% of portfolio
|
Q2 2025
Reduced 20.02%
|
|
|
Money Concepts Capital Corp
|
Aug 14, 2025 Q2 2025 |
50,214
shares
|
$2.68 Million
0.19% of portfolio
|
Q2 2025
Reduced 9.39%
|
|
|
Wambolt & Associates, LLC
|
Aug 12, 2025 Q2 2025 |
49,619
shares
|
$2.65 Million
0.89% of portfolio
|
Q2 2025
Reduced 2.41%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Aug 14, 2025 Q2 2025 |
49,001
shares
|
$2.61 Million
0.43% of portfolio
|
Q2 2025
Added 4.25%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Aug 11, 2025 Q2 2025 |
48,325
shares
|
$2.58 Million
2.12% of portfolio
|
Q2 2025
Added 18.44%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
48,053
shares
|
$2.56 Million
0.17% of portfolio
|
Q2 2025
Added 3.25%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
48,010
shares
|
$2.56 Million
0.02% of portfolio
|
Q2 2025
Added 11.59%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Jul 15, 2025 Q2 2025 |
47,775
shares
|
$2.55 Million
1.64% of portfolio
|
Q2 2025
Added 24.96%
|
|
|
1 St Source Bank
|
Aug 07, 2025 Q2 2025 |
47,608
shares
|
$2.54 Million
0.14% of portfolio
|
Q2 2025
Added 3.58%
|
|
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
Jul 24, 2025 Q2 2025 |
47,549
shares
|
$2.53 Million
1.58% of portfolio
|
Q2 2025
Reduced 0.24%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Aug 13, 2025 Q2 2025 |
47,303
shares
|
$2.52 Million
0.39% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
Jul 28, 2025 Q2 2025 |
47,252
shares
|
$2.52 Million
1.47% of portfolio
|
Q2 2025
Added 5.89%
|
|
|
Innealta Capital, LLC
Austin, TX |
Aug 06, 2025 Q2 2025 |
47,198
shares
|
$2.52 Million
1.35% of portfolio
|
Q2 2025
Added 28.46%
|
|
|
Colton Groome Financial Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
46,850
shares
|
$2.5 Million
0.84% of portfolio
|
Q2 2025
Reduced 8.83%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Aug 07, 2025 Q2 2025 |
46,553
shares
|
$2.48 Million
0.38% of portfolio
|
Q2 2025
New holding
|
|
|
Wrenne Financial Planning LLC
Lexington, KY |
Aug 13, 2025 Q2 2025 |
46,542
shares
|
$2.48 Million
1.14% of portfolio
|
Q2 2025
Added 6.56%
|