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 |
|---|---|---|---|---|---|
|
Scott Marsh Financial, LLC
Millcreek, UT |
Aug 14, 2025 Q2 2025 |
17,402
shares
|
$927,700
0.34% of portfolio
|
Q2 2025
New holding
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Jul 14, 2025 Q2 2025 |
17,367
shares
|
$925,834
0.14% of portfolio
|
Q2 2025
Reduced 36.26%
|
|
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
May 14, 2025 Q1 2025 |
17,348
shares
|
$924,821
0.57% of portfolio
|
Q1 2025
Reduced 8.58%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
17,119
shares
|
$912,613
0.07% of portfolio
|
Q1 2025
Reduced 5.07%
|
|
|
Lansing Street Advisors
|
Jul 23, 2025 Q2 2025 |
16,891
shares
|
$900,459
0.27% of portfolio
|
Q2 2025
Reduced 20.69%
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Aug 06, 2025 Q2 2025 |
16,819
shares
|
$896,620
0.44% of portfolio
|
Q2 2025
New holding
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
16,671
shares
|
$888,731
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Mason Investment Advisory Services, Inc.
Reston, VA |
Aug 05, 2025 Q2 2025 |
16,559
shares
|
$882,760
0.05% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Cubist Systematic Strategies, LLC
Stamford, CT |
Aug 14, 2025 Q2 2025 |
16,435
shares
|
$876,149
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Jul 15, 2025 Q2 2025 |
16,205
shares
|
$863,888
0.39% of portfolio
|
Q2 2025
Added 4.14%
|
|
|
Hurley Capital, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
16,190
shares
|
$863,088
0.59% of portfolio
|
Q4 2024
New holding
|
|
|
Rkl Wealth Management LLC
|
Jul 18, 2025 Q2 2025 |
16,119
shares
|
$859,303
0.07% of portfolio
|
Q2 2025
Added 0.49%
|
|
|
Trh Financial, LLC
|
Jul 26, 2022 Q2 2022 |
16,033
shares
|
$854,719
0.2% of portfolio
|
Q2 2022
Reduced 35.54%
|
|
|
Headland Capital, LLC
Mt. Pleasant, SC |
Jul 22, 2025 Q2 2025 |
15,959
shares
|
$850,774
0.35% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Lowe Brockenbrough & CO Inc
|
Aug 11, 2025 Q2 2025 |
15,873
shares
|
$846,189
0.05% of portfolio
|
Q2 2025
Reduced 0.94%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Jul 25, 2025 Q2 2025 |
15,872
shares
|
$846,136
0.57% of portfolio
|
Q2 2025
Reduced 4.52%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Jul 29, 2025 Q2 2025 |
15,871
shares
|
$846,083
0.19% of portfolio
|
Q2 2025
Reduced 2.41%
|
|
|
Brown Miller Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
15,676
shares
|
$835,687
0.26% of portfolio
|
Q2 2025
New holding
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
15,645
shares
|
$834,034
0.03% of portfolio
|
Q2 2025
Reduced 7.38%
|
|
|
Ironwood Financial, LLC
|
Jul 23, 2025 Q2 2025 |
15,597
shares
|
$831,476
0.17% of portfolio
|
Q1 2025
Added 1.86%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
15,588
shares
|
$830,996
0.03% of portfolio
|
Q2 2025
Added 2.52%
|
|
|
Sequent Asset Management, LLC
|
Jul 31, 2025 Q2 2025 |
15,421
shares
|
$822,093
0.66% of portfolio
|
Q2 2025
Reduced 4.2%
|
|
|
Wall Capital Group, Inc.
|
Feb 07, 2024 Q4 2023 |
15,387
shares
|
$820,280
0.81% of portfolio
|
Q4 2023
Added 54.02%
|
|
|
Lowery Thomas, LLC
San Francisco, CA |
Jul 18, 2025 Q2 2025 |
15,367
shares
|
$819,214
0.52% of portfolio
|
Q2 2025
Reduced 12.92%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
15,322
shares
|
$816,815
0.19% of portfolio
|
Q1 2024
New holding
|