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 |
|---|---|---|---|---|---|
|
Scott Marsh Financial, LLC
Millcreek, UT |
Aug 14, 2025 Q2 2025 |
17,402
shares
|
$954,325
0.34% of portfolio
|
Q2 2025
New holding
|
|
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
Aug 27, 2025 Q2 2025 |
17,395
shares
|
$953,941
0.54% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
17,030
shares
|
$933,925
0.16% of portfolio
|
Q3 2025
Reduced 7.07%
|
|
|
Lansing Street Advisors
|
Jul 23, 2025 Q2 2025 |
16,891
shares
|
$926,302
0.27% of portfolio
|
Q2 2025
Reduced 20.69%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
16,671
shares
|
$914,237
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Mason Investment Advisory Services, Inc.
Reston, VA |
Aug 05, 2025 Q2 2025 |
16,559
shares
|
$908,095
0.05% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Brown Miller Wealth Management, LLC
|
Oct 21, 2025 Q3 2025 |
16,444
shares
|
$901,788
0.27% of portfolio
|
Q3 2025
Added 4.9%
|
|
|
Cubist Systematic Strategies, LLC
Stamford, CT |
Aug 14, 2025 Q2 2025 |
16,435
shares
|
$901,295
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Jul 15, 2025 Q2 2025 |
16,205
shares
|
$888,682
0.39% of portfolio
|
Q2 2025
Added 4.14%
|
|
|
Hurley Capital, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
16,190
shares
|
$887,859
0.59% of portfolio
|
Q4 2024
New holding
|
|
|
Rkl Wealth Management LLC
|
Jul 18, 2025 Q2 2025 |
16,119
shares
|
$883,965
0.07% of portfolio
|
Q2 2025
Added 0.49%
|
|
|
Trh Financial, LLC
|
Jul 26, 2022 Q2 2022 |
16,033
shares
|
$879,249
0.2% of portfolio
|
Q2 2022
Reduced 35.54%
|
|
|
Headland Capital, LLC
Mt. Pleasant, SC |
Jul 22, 2025 Q2 2025 |
15,959
shares
|
$875,191
0.35% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Lowe Brockenbrough & CO Inc
|
Aug 11, 2025 Q2 2025 |
15,873
shares
|
$870,475
0.05% of portfolio
|
Q2 2025
Reduced 0.94%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Jul 25, 2025 Q2 2025 |
15,872
shares
|
$870,420
0.57% of portfolio
|
Q2 2025
Reduced 4.52%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Jul 29, 2025 Q2 2025 |
15,871
shares
|
$870,365
0.19% of portfolio
|
Q2 2025
Reduced 2.41%
|
|
|
Integrated Capital Management, Inc.
|
Oct 07, 2025 Q3 2025 |
15,860
shares
|
$869,762
0.65% of portfolio
|
Q3 2025
Added 197.34%
|
|
|
Ironwood Financial, LLC
|
Oct 22, 2025 Q3 2025 |
15,597
shares
|
$855,339
0.15% of portfolio
|
Q1 2025
Added 1.86%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
15,588
shares
|
$854,845
0.03% of portfolio
|
Q2 2025
Added 2.52%
|
|
|
Sequent Asset Management, LLC
|
Oct 20, 2025 Q3 2025 |
15,421
shares
|
$845,687
0.65% of portfolio
|
Q2 2025
Reduced 4.2%
|
|
|
Wall Capital Group, Inc.
|
Feb 07, 2024 Q4 2023 |
15,387
shares
|
$843,823
0.81% of portfolio
|
Q4 2023
Added 54.02%
|
|
|
Lowery Thomas, LLC
San Francisco, CA |
Jul 18, 2025 Q2 2025 |
15,367
shares
|
$842,726
0.52% of portfolio
|
Q2 2025
Reduced 12.92%
|
|
|
Baker Tilly Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
15,334
shares
|
$840,916
0.2% of portfolio
|
Q3 2025
Added 11.8%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
15,322
shares
|
$840,258
0.19% of portfolio
|
Q1 2024
New holding
|
|
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
Oct 24, 2025 Q3 2025 |
15,276
shares
|
$837,735
0.34% of portfolio
|
Q3 2025
Added 0.24%
|