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 |
|---|---|---|---|---|---|
|
Quantinno Capital Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
43,879
shares
|
$2.41 Million
0.01% of portfolio
|
Q2 2025
Reduced 27.38%
|
|
|
Lee Danner & Bass Inc
|
Jul 31, 2025 Q2 2025 |
43,756
shares
|
$2.4 Million
0.18% of portfolio
|
Q2 2025
Reduced 17.06%
|
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
Jul 08, 2025 Q2 2025 |
43,420
shares
|
$2.38 Million
1.18% of portfolio
|
Q1 2025
Reduced 1.8%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Oct 14, 2025 Q3 2025 |
43,333
shares
|
$2.38 Million
0.42% of portfolio
|
Q3 2025
Reduced 2.17%
|
|
|
Sunesis Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
43,133
shares
|
$2.37 Million
1.25% of portfolio
|
Q3 2024
Reduced 26.04%
|
|
|
Fcg Investment CO
Germantown, TN |
Oct 08, 2025 Q3 2025 |
43,111
shares
|
$2.36 Million
1.12% of portfolio
|
Q3 2025
Added 8.91%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Aug 14, 2025 Q2 2025 |
43,000
shares
|
$2.36 Million
0.02% of portfolio
|
Q2 2025
Reduced 17.17%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
42,990
shares
|
$2.36 Million
0.26% of portfolio
|
Q1 2025
Added 266.93%
|
|
|
My Personal Cfo, LLC
|
Oct 20, 2025 Q3 2025 |
42,850
shares
|
$2.35 Million
0.94% of portfolio
|
Q3 2025
New holding
|
|
|
Foundation Wealth Management, Llc\Pa
Media, PA |
Oct 20, 2025 Q3 2025 |
42,850
shares
|
$2.35 Million
0.92% of portfolio
|
Q2 2025
Reduced 2.08%
|
|
|
Ritholtz Wealth Management
|
Oct 28, 2025 Q3 2025 |
42,483
shares
|
$2.33 Million
0.05% of portfolio
|
Q3 2025
Added 5.85%
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Aug 08, 2025 Q2 2025 |
42,478
shares
|
$2.33 Million
0.43% of portfolio
|
Q2 2025
Added 1.66%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
42,431
shares
|
$2.33 Million
0.01% of portfolio
|
Q2 2025
Reduced 12.69%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
42,208
shares
|
$2.31 Million
0.13% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Wells Financial Advisors Inc
|
Oct 20, 2025 Q3 2025 |
41,845
shares
|
$2.29 Million
3.2% of portfolio
|
Q3 2025
Reduced 4.31%
|
|
|
Total Clarity Wealth Management, Inc.
|
Jul 25, 2025 Q2 2025 |
40,910
shares
|
$2.24 Million
0.65% of portfolio
|
Q2 2025
Reduced 37.31%
|
|
|
Wealth Advisors Northwest LLC
Portland, OR |
Oct 08, 2025 Q3 2025 |
40,674
shares
|
$2.23 Million
1.09% of portfolio
|
Q3 2025
Reduced 3.71%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
40,061
shares
|
$2.2 Million
0.06% of portfolio
|
Q3 2025
Reduced 0.71%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
39,923
shares
|
$2.19 Million
0.13% of portfolio
|
Q3 2025
Reduced 16.92%
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Oct 27, 2025 Q3 2025 |
39,406
shares
|
$2.16 Million
0.03% of portfolio
|
Q3 2025
Reduced 2.0%
|
|
|
Old Mission Capital LLC
|
Aug 14, 2025 Q2 2025 |
39,003
shares
|
$2.14 Million
0.01% of portfolio
|
Q2 2025
Reduced 18.52%
|
|
|
Milestones Private Investment Advisors LLC
Fairport, NY |
Oct 22, 2025 Q3 2025 |
38,577
shares
|
$2.12 Million
1.46% of portfolio
|
Q3 2025
Added 1.05%
|
|
|
Wj Wealth Management, LLC
|
Jul 28, 2025 Q2 2025 |
38,302
shares
|
$2.1 Million
0.74% of portfolio
|
Q2 2025
Reduced 5.08%
|
|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
38,281
shares
|
$2.1 Million
0.53% of portfolio
|
Q2 2024
Added 0.8%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Aug 14, 2025 Q2 2025 |
38,168
shares
|
$2.09 Million
1.26% of portfolio
|
Q2 2025
Reduced 2.52%
|