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 1,160 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 $24.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
25,047
shares
|
$1.37 Million
0.04% of portfolio
|
Q2 2025
Added 53.2%
|
|
|
Northern Capital Management, Inc.
|
Jul 29, 2025 Q2 2025 |
24,844
shares
|
$1.36 Million
0.76% of portfolio
|
Q2 2025
Added 120.87%
|
|
|
Redw Wealth LLC
|
Aug 04, 2025 Q2 2025 |
24,706
shares
|
$1.35 Million
0.52% of portfolio
|
Q2 2025
Added 0.0%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Oct 21, 2025 Q3 2025 |
24,668
shares
|
$1.35 Million
0.23% of portfolio
|
Q3 2025
Reduced 5.08%
|
|
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
Oct 02, 2025 Q3 2025 |
23,858
shares
|
$1.31 Million
0.81% of portfolio
|
Q3 2025
Added 0.46%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Aug 11, 2025 Q2 2025 |
23,217
shares
|
$1.27 Million
0.14% of portfolio
|
Q2 2025
Added 0.67%
|
|
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
Mar 10, 2025 Q4 2024 |
23,093
shares
|
$1.27 Million
1.53% of portfolio
|
Q4 2024
New holding
|
|
|
Rik Saylor Financial, Inc.
Fairfield, OH |
Jul 28, 2025 Q2 2025 |
22,971
shares
|
$1.26 Million
0.93% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Matauro, LLC
New York, NY |
Oct 10, 2025 Q3 2025 |
22,901
shares
|
$1.26 Million
0.2% of portfolio
|
Q3 2025
Added 3.56%
|
|
|
Sanchez Wealth Management Group
|
Aug 07, 2025 Q2 2025 |
22,894
shares
|
$1.26 Million
0.31% of portfolio
|
Q2 2025
Reduced 27.83%
|
|
|
Ellevest, Inc.
|
Aug 05, 2025 Q2 2025 |
22,551
shares
|
$1.24 Million
0.19% of portfolio
|
Q2 2025
Added 1.32%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Oct 17, 2025 Q3 2025 |
22,357
shares
|
$1.23 Million
0.74% of portfolio
|
Q3 2025
Reduced 3.28%
|
|
|
Howard Wealth Management, LLC
Madison, CT |
Aug 11, 2025 Q2 2025 |
22,311
shares
|
$1.22 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
|
$1.22 Million
0.01% of portfolio
|
Q2 2025
Added 21.53%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
22,165
shares
|
$1.22 Million
0.01% of portfolio
|
Q2 2025
Reduced 5.63%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
22,056
shares
|
$1.21 Million
0.01% of portfolio
|
Q1 2025
Added 0.42%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
22,042
shares
|
$1.21 Million
0.04% of portfolio
|
Q2 2025
Added 1.08%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
21,921
shares
|
$1.2 Million
0.02% of portfolio
|
Q2 2025
Added 4.69%
|
|
|
Calton & Associates, Inc.
|
Aug 12, 2025 Q2 2025 |
21,651
shares
|
$1.19 Million
0.21% of portfolio
|
Q2 2025
Reduced 34.03%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Oct 07, 2025 Q3 2025 |
21,577
shares
|
$1.18 Million
0.25% of portfolio
|
Q3 2025
Added 109.55%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
21,439
shares
|
$1.18 Million
0.15% of portfolio
|
Q3 2025
Added 5.56%
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Oct 07, 2025 Q3 2025 |
21,278
shares
|
$1.17 Million
0.49% of portfolio
|
Q3 2025
Reduced 0.13%
|
|
|
Tt Capital Management LLC
Coto De Caza, CA |
Aug 14, 2025 Q2 2025 |
21,266
shares
|
$1.17 Million
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
21,263
shares
|
$1.17 Million
0.1% of portfolio
|
Q2 2025
Reduced 8.05%
|
|
|
Cullen/Frost Bankers, Inc.
|
Jul 30, 2025 Q2 2025 |
21,263
shares
|
$1.17 Million
0.01% of portfolio
|
Q2 2025
Added 0.53%
|