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 1,156 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 |
|---|---|---|---|---|---|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
52,801
shares
|
$2.9 Million
0.01% of portfolio
|
Q2 2025
Added 1.04%
|
|
|
Friday Financial
Dubuque, IA |
Oct 07, 2025 Q3 2025 |
52,658
shares
|
$2.89 Million
1.22% of portfolio
|
Q3 2025
Added 1.58%
|
|
|
Kera Capital Partners, Inc.
Sacramento, CA |
Oct 27, 2025 Q3 2025 |
52,453
shares
|
$2.88 Million
0.46% of portfolio
|
Q3 2025
Added 2.89%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
51,332
shares
|
$2.82 Million
0.02% of portfolio
|
Q2 2025
Reduced 4.75%
|
|
|
Cordatus Wealth Management LLC
Newtown, PA |
Oct 22, 2025 Q3 2025 |
51,069
shares
|
$2.8 Million
0.68% of portfolio
|
Q3 2025
Reduced 5.6%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Oct 24, 2025 Q3 2025 |
50,875
shares
|
$2.79 Million
1.65% of portfolio
|
Q3 2025
Added 6.49%
|
|
|
Yukon Wealth Management, Inc.
Overland Park, KS |
Aug 01, 2025 Q2 2025 |
50,767
shares
|
$2.78 Million
0.95% of portfolio
|
Q2 2025
Reduced 20.02%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Oct 21, 2025 Q3 2025 |
50,765
shares
|
$2.78 Million
0.4% of portfolio
|
Q3 2025
Added 9.05%
|
|
|
Money Concepts Capital Corp
|
Aug 14, 2025 Q2 2025 |
50,214
shares
|
$2.75 Million
0.19% of portfolio
|
Q2 2025
Reduced 9.39%
|
|
|
Wambolt & Associates, LLC
|
Aug 12, 2025 Q2 2025 |
49,619
shares
|
$2.72 Million
0.89% of portfolio
|
Q2 2025
Reduced 2.41%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Aug 14, 2025 Q2 2025 |
49,001
shares
|
$2.69 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
|
$2.65 Million
2.12% of portfolio
|
Q2 2025
Added 18.44%
|
|
|
Norden Group LLC
Provo, UT |
Oct 15, 2025 Q3 2025 |
48,164
shares
|
$2.64 Million
0.27% of portfolio
|
Q3 2025
Added 8.44%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
48,010
shares
|
$2.63 Million
0.02% of portfolio
|
Q2 2025
Added 11.59%
|
|
|
1 St Source Bank
|
Aug 07, 2025 Q2 2025 |
47,608
shares
|
$2.61 Million
0.14% of portfolio
|
Q2 2025
Added 3.58%
|
|
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
Oct 22, 2025 Q3 2025 |
47,549
shares
|
$2.61 Million
1.49% of portfolio
|
Q2 2025
Reduced 0.24%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Aug 13, 2025 Q2 2025 |
47,303
shares
|
$2.59 Million
0.39% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
Jul 28, 2025 Q2 2025 |
47,252
shares
|
$2.59 Million
1.47% of portfolio
|
Q2 2025
Added 5.89%
|
|
|
Innealta Capital, LLC
Austin, TX |
Aug 06, 2025 Q2 2025 |
47,198
shares
|
$2.59 Million
1.35% of portfolio
|
Q2 2025
Added 28.46%
|
|
|
Colton Groome Financial Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
46,850
shares
|
$2.57 Million
0.84% of portfolio
|
Q2 2025
Reduced 8.83%
|
|
|
Wrenne Financial Planning LLC
Lexington, KY |
Aug 13, 2025 Q2 2025 |
46,542
shares
|
$2.55 Million
1.14% of portfolio
|
Q2 2025
Added 6.56%
|
|
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
Aug 04, 2025 Q2 2025 |
46,188
shares
|
$2.53 Million
2.13% of portfolio
|
Q2 2025
Added 7.52%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Aug 14, 2025 Q2 2025 |
45,422
shares
|
$2.49 Million
0.25% of portfolio
|
Q2 2025
Reduced 22.34%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jul 29, 2025 Q2 2025 |
44,772
shares
|
$2.46 Million
0.12% of portfolio
|
Q2 2025
Reduced 13.98%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
43,910
shares
|
$2.41 Million
0.09% of portfolio
|
Q2 2025
Added 24.22%
|