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 |
|---|---|---|---|---|---|
|
Mkt Advisors LLC
Escondido, CA |
Jul 16, 2025 Q2 2025 |
24,805
shares
|
$1.32 Million
0.52% of portfolio
|
Q2 2025
Added 30.36%
|
|
|
Redw Wealth LLC
|
Aug 04, 2025 Q2 2025 |
24,706
shares
|
$1.32 Million
0.52% of portfolio
|
Q2 2025
Added 0.0%
|
|
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
Jul 09, 2025 Q2 2025 |
23,748
shares
|
$1.27 Million
0.92% of portfolio
|
Q2 2025
New holding
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Aug 11, 2025 Q2 2025 |
23,217
shares
|
$1.24 Million
0.14% of portfolio
|
Q2 2025
Added 0.67%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Aug 05, 2025 Q2 2025 |
23,114
shares
|
$1.23 Million
0.62% of portfolio
|
Q2 2025
Reduced 2.91%
|
|
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
Mar 10, 2025 Q4 2024 |
23,093
shares
|
$1.23 Million
1.53% of portfolio
|
Q4 2024
New holding
|
|
|
Rik Saylor Financial, Inc.
Fairfield, OH |
Jul 28, 2025 Q2 2025 |
22,971
shares
|
$1.22 Million
0.93% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Sanchez Wealth Management Group
|
Aug 07, 2025 Q2 2025 |
22,894
shares
|
$1.22 Million
0.31% of portfolio
|
Q2 2025
Reduced 27.83%
|
|
|
Ellevest, Inc.
|
Aug 05, 2025 Q2 2025 |
22,551
shares
|
$1.2 Million
0.19% of portfolio
|
Q2 2025
Added 1.32%
|
|
|
Howard Wealth Management, LLC
Madison, CT |
Aug 11, 2025 Q2 2025 |
22,311
shares
|
$1.19 Million
0.59% of portfolio
|
Q2 2025
Reduced 1.76%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Aug 14, 2025 Q2 2025 |
22,216
shares
|
$1.18 Million
0.01% of portfolio
|
Q2 2025
Added 21.53%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
22,165
shares
|
$1.18 Million
0.01% of portfolio
|
Q2 2025
Reduced 5.63%
|
|
|
Matauro, LLC
New York, NY |
Jul 21, 2025 Q2 2025 |
22,114
shares
|
$1.18 Million
0.22% of portfolio
|
Q2 2025
Reduced 17.56%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
22,056
shares
|
$1.18 Million
0.01% of portfolio
|
Q1 2025
Added 0.42%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
22,042
shares
|
$1.18 Million
0.04% of portfolio
|
Q2 2025
Added 1.08%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
21,921
shares
|
$1.17 Million
0.02% of portfolio
|
Q2 2025
Added 4.69%
|
|
|
Calton & Associates, Inc.
|
Aug 12, 2025 Q2 2025 |
21,651
shares
|
$1.15 Million
0.21% of portfolio
|
Q2 2025
Reduced 34.03%
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Jul 09, 2025 Q2 2025 |
21,306
shares
|
$1.14 Million
0.5% of portfolio
|
Q2 2025
Reduced 3.05%
|
|
|
Tt Capital Management LLC
Coto De Caza, CA |
Aug 14, 2025 Q2 2025 |
21,266
shares
|
$1.13 Million
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
21,263
shares
|
$1.13 Million
0.1% of portfolio
|
Q2 2025
Reduced 8.05%
|
|
|
Cullen/Frost Bankers, Inc.
|
Jul 30, 2025 Q2 2025 |
21,263
shares
|
$1.13 Million
0.01% of portfolio
|
Q2 2025
Added 0.53%
|
|
|
Advisor Os, LLC
|
Aug 14, 2025 Q2 2025 |
21,241
shares
|
$1.13 Million
0.11% of portfolio
|
Q2 2025
Added 54.83%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Aug 08, 2025 Q2 2025 |
20,979
shares
|
$1.12 Million
0.02% of portfolio
|
Q2 2025
Added 2.18%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
20,954
shares
|
$1.12 Million
0.01% of portfolio
|
Q2 2025
Reduced 11.75%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
20,815
shares
|
$1.11 Million
0.04% of portfolio
|
Q4 2023
New holding
|