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 |
|---|---|---|---|---|---|
|
River Street Advisors LLC
Aurora, IL |
Jul 21, 2025 Q2 2025 |
32,575
shares
|
$1.74 Million
0.73% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Aug 04, 2025 Q2 2025 |
32,486
shares
|
$1.73 Million
1.44% of portfolio
|
Q2 2025
Added 1.54%
|
|
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
Aug 06, 2025 Q2 2025 |
32,486
shares
|
$1.73 Million
1.4% of portfolio
|
Q2 2025
Added 0.42%
|
|
|
E&G Advisors, LP
|
Jul 14, 2025 Q2 2025 |
32,442
shares
|
$1.73 Million
0.45% of portfolio
|
Q2 2025
Reduced 0.63%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Aug 13, 2025 Q2 2025 |
32,093
shares
|
$1.71 Million
0.76% of portfolio
|
Q2 2025
Added 9.39%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 14, 2025 Q2 2025 |
32,084
shares
|
$1.71 Million
0.12% of portfolio
|
Q2 2025
Reduced 21.17%
|
|
|
Private Client Services, LLC
Louisville, KY |
Jul 01, 2025 Q2 2025 |
31,887
shares
|
$1.7 Million
0.65% of portfolio
|
Q2 2025
Reduced 4.64%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Aug 04, 2025 Q2 2025 |
31,700
shares
|
$1.69 Million
0.26% of portfolio
|
Q2 2025
Reduced 1.54%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Aug 07, 2025 Q2 2025 |
31,493
shares
|
$1.68 Million
0.15% of portfolio
|
Q2 2025
Added 13.28%
|
|
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
Aug 08, 2025 Q2 2025 |
30,824
shares
|
$1.64 Million
1.3% of portfolio
|
Q2 2025
New holding
|
|
|
Hutchinson Financial Advisors, Inc
Glen Allen, VA |
Aug 04, 2025 Q2 2025 |
30,588
shares
|
$1.63 Million
1.82% of portfolio
|
Q2 2025
New holding
|
|
|
Dagco, Inc.
|
Aug 14, 2025 Q2 2025 |
30,527
shares
|
$1.63 Million
0.46% of portfolio
|
Q2 2025
Added 1.37%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
30,316
shares
|
$1.62 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.63%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Aug 19, 2025 Q2 2025 |
30,302
shares
|
$1.62 Million
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
Aug 12, 2025 Q2 2025 |
30,244
shares
|
$1.61 Million
0.23% of portfolio
|
Q2 2025
Added 6.33%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Aug 11, 2025 Q2 2025 |
30,099
shares
|
$1.6 Million
0.37% of portfolio
|
Q2 2025
Reduced 48.12%
|
|
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
Jul 25, 2025 Q2 2025 |
30,077
shares
|
$1.6 Million
1.36% of portfolio
|
Q2 2025
Reduced 61.61%
|
|
|
Foresight Wealth Management, LLC
|
Feb 13, 2023 Q4 2022 |
29,880
shares
|
$1.59 Million
16.65% of portfolio
|
Q4 2022
Reduced 91.14%
|
|
|
Intrua Financial, LLC
Houston, TX |
Aug 08, 2025 Q2 2025 |
29,827
shares
|
$1.59 Million
0.23% of portfolio
|
Q2 2025
Reduced 32.63%
|
|
|
Wealth Management Resources, Inc.
|
Jul 24, 2025 Q2 2025 |
29,561
shares
|
$1.58 Million
0.53% of portfolio
|
Q2 2025
Added 2.89%
|
|
|
Riverpoint Wealth Management Holdings, LLC
|
Jul 25, 2025 Q2 2025 |
29,266
shares
|
$1.56 Million
0.36% of portfolio
|
Q2 2025
Reduced 1.59%
|
|
|
Onyx Bridge Wealth Group LLC
|
Jul 30, 2025 Q2 2025 |
29,136
shares
|
$1.55 Million
0.22% of portfolio
|
Q2 2025
Reduced 19.28%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
29,090
shares
|
$1.55 Million
0.11% of portfolio
|
Q2 2025
Reduced 8.39%
|
|
|
Invesco Ltd.
Atlanta, GA |
Aug 13, 2025 Q2 2025 |
28,844
shares
|
$1.54 Million
0.0% of portfolio
|
Q2 2025
Reduced 5.96%
|
|
|
Fiduciary Trust CO
Boston, MA |
Aug 13, 2025 Q2 2025 |
28,759
shares
|
$1.53 Million
0.02% of portfolio
|
Q3 2024
New holding
|