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 |
|---|---|---|---|---|---|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
3,455,643
shares
|
$184 Million
0.33% of portfolio
|
Q2 2025
Added 0.5%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Aug 13, 2025 Q2 2025 |
3,131,577
shares
|
$167 Million
14.3% of portfolio
|
Q2 2025
Added 5.14%
|
|
|
Connecticut Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
3,051,332
shares
|
$163 Million
7.66% of portfolio
|
Q2 2025
Added 11.44%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
3,010,747
shares
|
$161 Million
2.12% of portfolio
|
Q2 2023
Reduced 4.97%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
2,925,054
shares
|
$156 Million
0.88% of portfolio
|
Q2 2025
Reduced 14.26%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
2,839,061
shares
|
$151 Million
0.02% of portfolio
|
Q2 2025
Added 99.37%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
2,667,344
shares
|
$142 Million
0.42% of portfolio
|
Q2 2023
Added 32.71%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
2,608,841
shares
|
$139 Million
1.16% of portfolio
|
Q2 2025
Added 22.58%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
2,512,074
shares
|
$134 Million
0.28% of portfolio
|
Q2 2025
Reduced 2.44%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
2,392,796
shares
|
$128 Million
0.16% of portfolio
|
Q2 2025
Reduced 2.92%
|
|
|
Lutz Financial Services LLC
|
Jul 29, 2025 Q2 2025 |
2,206,774
shares
|
$118 Million
8.98% of portfolio
|
Q2 2025
Reduced 0.05%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
2,110,741
shares
|
$113 Million
0.11% of portfolio
|
Q2 2025
Added 15.12%
|
|
|
First National Trust CO
|
Aug 01, 2025 Q2 2025 |
2,103,940
shares
|
$112 Million
4.19% of portfolio
|
Q2 2025
Added 7.22%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Aug 13, 2025 Q2 2025 |
2,096,598
shares
|
$112 Million
4.29% of portfolio
|
Q2 2025
Added 4.16%
|
|
|
Octavia Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
2,064,818
shares
|
$110 Million
12.41% of portfolio
|
Q2 2025
Added 3.51%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
1,933,939
shares
|
$103 Million
0.15% of portfolio
|
Q2 2025
Added 6.14%
|
|
|
Alpha Star Capital Management, LLC
|
Aug 04, 2025 Q2 2025 |
1,880,110
shares
|
$100 Million
6.78% of portfolio
|
Q2 2025
Added 22.55%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
1,838,839
shares
|
$98 Million
0.13% of portfolio
|
Q2 2025
Added 103.59%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
1,813,974
shares
|
$96.7 Million
0.07% of portfolio
|
Q2 2025
Added 18.48%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
1,807,047
shares
|
$96.3 Million
0.5% of portfolio
|
Q2 2025
Added 5144.51%
|
|
|
Angeles Wealth Management, LLC
|
Jul 29, 2025 Q2 2025 |
1,782,982
shares
|
$95.1 Million
6.44% of portfolio
|
Q2 2025
Reduced 7.03%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
1,770,576
shares
|
$94.4 Million
8.76% of portfolio
|
Q2 2025
Added 2.69%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
1,673,891
shares
|
$89.2 Million
0.02% of portfolio
|
Q2 2025
Added 3.64%
|
|
|
Old National Bancorp
|
Jul 22, 2025 Q2 2025 |
1,613,259
shares
|
$86 Million
1.52% of portfolio
|
Q2 2025
Reduced 4.38%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Aug 14, 2025 Q2 2025 |
1,596,810
shares
|
$85.1 Million
1.12% of portfolio
|
Q2 2025
Added 24.12%
|