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 |
|---|---|---|---|---|---|
|
Schrum Private Wealth Management LLC
|
Jul 23, 2025 Q2 2025 |
20,739
shares
|
$1.11 Million
0.88% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Coastal Bridge Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
20,695
shares
|
$1.1 Million
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Centerpoint Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
20,531
shares
|
$1.09 Million
0.36% of portfolio
|
Q2 2024
Reduced 0.13%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Aug 05, 2025 Q2 2025 |
20,465
shares
|
$1.09 Million
0.45% of portfolio
|
Q2 2025
Added 18.28%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jul 10, 2025 Q2 2025 |
20,309
shares
|
$1.08 Million
0.14% of portfolio
|
Q2 2025
Reduced 58.58%
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
Aug 14, 2025 Q2 2025 |
20,017
shares
|
$1.07 Million
0.26% of portfolio
|
Q2 2025
Added 111.15%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Aug 13, 2025 Q2 2025 |
19,784
shares
|
$1.05 Million
0.18% of portfolio
|
Q2 2025
Reduced 2.27%
|
|
|
Regions Financial Corp
|
Jul 29, 2025 Q2 2025 |
19,614
shares
|
$1.05 Million
0.01% of portfolio
|
Q2 2025
Added 7.36%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Aug 11, 2025 Q2 2025 |
19,343
shares
|
$1.03 Million
0.1% of portfolio
|
Q2 2025
Reduced 11.96%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Aug 12, 2025 Q2 2025 |
19,215
shares
|
$1.02 Million
0.05% of portfolio
|
Q2 2025
Reduced 2.56%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Aug 04, 2025 Q2 2025 |
19,132
shares
|
$1.02 Million
0.07% of portfolio
|
Q2 2025
Added 4.75%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jul 17, 2025 Q2 2025 |
19,105
shares
|
$1.02 Million
0.01% of portfolio
|
Q2 2025
Reduced 4.5%
|
|
|
Argent Trust CO
Nashville, TN |
Aug 12, 2025 Q2 2025 |
19,076
shares
|
$1.02 Million
0.04% of portfolio
|
Q1 2025
Added 6.12%
|
|
|
White Pine Capital LLC
Golden Valley, MN |
Aug 12, 2025 Q2 2025 |
19,012
shares
|
$1.01 Million
0.33% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
18,752
shares
|
$999,669
0.34% of portfolio
|
Q1 2024
Added 1.54%
|
|
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
Jul 31, 2025 Q2 2025 |
18,752
shares
|
$999,669
0.03% of portfolio
|
Q1 2025
Reduced 98.04%
|
|
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
Jul 30, 2025 Q2 2025 |
18,590
shares
|
$991,032
0.72% of portfolio
|
Q2 2025
Reduced 46.27%
|
|
|
Spring Capital Management, LLC
|
Jul 11, 2025 Q2 2025 |
18,490
shares
|
$985,701
0.51% of portfolio
|
Q1 2025
New holding
|
|
|
Sequent Planning LLC
Omaha, NE |
Aug 14, 2025 Q2 2025 |
18,340
shares
|
$977,705
0.3% of portfolio
|
Q2 2025
Added 14.5%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Jul 28, 2025 Q2 2025 |
18,326
shares
|
$976,959
0.17% of portfolio
|
Q2 2025
Added 10.75%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
18,083
shares
|
$964,004
0.08% of portfolio
|
Q2 2025
Added 477.18%
|
|
|
Waldron Private Wealth LLC
|
Jul 31, 2025 Q2 2025 |
17,922
shares
|
$955,421
0.04% of portfolio
|
Q4 2024
Added 1.29%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
17,899
shares
|
$954,195
0.68% of portfolio
|
Q1 2023
Reduced 5.66%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Jul 25, 2025 Q2 2025 |
17,804
shares
|
$949,131
0.07% of portfolio
|
Q2 2025
Reduced 19.48%
|
|
|
Swmg, LLC
Fort Worth, TX |
Jul 29, 2025 Q2 2025 |
17,468
shares
|
$931,219
0.33% of portfolio
|
Q2 2025
Added 23.39%
|