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 |
|---|---|---|---|---|---|
|
Redwood Financial Network Corp
|
Aug 14, 2025 Q2 2025 |
28,453
shares
|
$1.52 Million
1.03% of portfolio
|
Q2 2025
Added 3.62%
|
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
Aug 04, 2025 Q2 2025 |
28,386
shares
|
$1.51 Million
0.38% of portfolio
|
Q2 2025
Reduced 10.0%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
28,309
shares
|
$1.51 Million
0.31% of portfolio
|
Q2 2025
Reduced 3.77%
|
|
|
Seven Mile Advisory
Ewing, NJ |
Aug 14, 2025 Q2 2025 |
28,006
shares
|
$1.49 Million
0.88% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
27,903
shares
|
$1.49 Million
0.45% of portfolio
|
Q2 2025
Reduced 1.24%
|
|
|
H. L. Ormond & Company, LLC
Greenville, NC |
Nov 14, 2022 Q3 2022 |
27,897
shares
|
$1.49 Million
1.54% of portfolio
|
Q3 2022
Reduced 0.11%
|
|
|
Index Fund Advisors, Inc.
|
Jul 25, 2025 Q2 2025 |
27,616
shares
|
$1.47 Million
0.08% of portfolio
|
Q2 2025
Added 0.94%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
27,507
shares
|
$1.47 Million
0.07% of portfolio
|
Q2 2025
Reduced 3.66%
|
|
|
Flagship Private Wealth, LLC
|
Aug 06, 2025 Q2 2025 |
27,505
shares
|
$1.47 Million
0.62% of portfolio
|
Q2 2025
Added 0.72%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Aug 14, 2025 Q2 2025 |
27,440
shares
|
$1.46 Million
1.75% of portfolio
|
Q2 2025
Reduced 0.83%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
27,259
shares
|
$1.45 Million
0.02% of portfolio
|
Q3 2023
Reduced 70.06%
|
|
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
Jul 23, 2025 Q2 2025 |
27,233
shares
|
$1.45 Million
1.37% of portfolio
|
Q2 2025
Added 13.15%
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Aug 05, 2025 Q2 2025 |
27,039
shares
|
$1.44 Million
0.69% of portfolio
|
Q2 2025
Added 7.1%
|
|
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
Jul 29, 2025 Q2 2025 |
27,000
shares
|
$1.44 Million
0.49% of portfolio
|
Q4 2024
New holding
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
26,841
shares
|
$1.43 Million
0.02% of portfolio
|
Q3 2024
Added 168.41%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Aug 14, 2025 Q2 2025 |
26,620
shares
|
$1.42 Million
0.15% of portfolio
|
Q2 2025
Reduced 1.23%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Jul 25, 2025 Q2 2025 |
25,988
shares
|
$1.39 Million
0.26% of portfolio
|
Q2 2025
Reduced 6.56%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
25,938
shares
|
$1.38 Million
0.0% of portfolio
|
Q2 2025
Reduced 27.47%
|
|
|
Cwa Asset Management Group, LLC
|
Jul 17, 2025 Q2 2025 |
25,863
shares
|
$1.38 Million
0.06% of portfolio
|
Q2 2025
Reduced 11.82%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
25,530
shares
|
$1.36 Million
0.2% of portfolio
|
Q3 2024
Reduced 1.97%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
25,457
shares
|
$1.36 Million
0.2% of portfolio
|
Q3 2024
Reduced 1.64%
|
|
|
Transcend Capital Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
25,219
shares
|
$1.34 Million
0.1% of portfolio
|
Q2 2025
Added 14.01%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
25,047
shares
|
$1.34 Million
0.04% of portfolio
|
Q2 2025
Added 53.2%
|
|
|
Cornerstone Wealth Group, LLC
|
Jul 28, 2025 Q2 2025 |
24,878
shares
|
$1.33 Million
0.1% of portfolio
|
Q2 2025
Added 40.92%
|
|
|
Northern Capital Management, Inc.
|
Jul 29, 2025 Q2 2025 |
24,844
shares
|
$1.32 Million
0.76% of portfolio
|
Q2 2025
Added 120.87%
|