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 1,122 institutions that hold shares in the stock, with a total of 454 Million shares, which have been reported (via 13F filing form) to have a value of $24.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
14,791
shares
|
$788,508
0.05% of portfolio
|
Q2 2025
Added 1.17%
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
14,785
shares
|
$788,188
0.04% of portfolio
|
Q1 2025
Reduced 0.14%
|
|
|
Hickory Asset Management, Inc.
Concord, OH |
Jul 22, 2025 Q2 2025 |
14,727
shares
|
$785,096
0.64% of portfolio
|
Q2 2025
Reduced 2.62%
|
|
|
Awm Capital, LLC
|
Jul 22, 2025 Q2 2025 |
14,702
shares
|
$783,763
0.1% of portfolio
|
Q2 2025
Added 0.47%
|
|
|
Lantz Financial LLC
|
Jul 11, 2025 Q2 2025 |
14,657
shares
|
$781,364
0.2% of portfolio
|
Q2 2025
Added 7.31%
|
|
|
Aifg Consultants Ltd.
Halfmoon, NY |
Jul 21, 2025 Q2 2025 |
14,624
shares
|
$779,605
1.49% of portfolio
|
Q2 2025
Reduced 7.0%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
14,570
shares
|
$776,726
0.27% of portfolio
|
Q1 2024
Added 69.03%
|
|
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
May 12, 2025 Q1 2025 |
14,516
shares
|
$773,847
0.03% of portfolio
|
Q1 2025
Reduced 1.73%
|
|
|
Bcgm Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
14,494
shares
|
$772,675
0.25% of portfolio
|
Q1 2025
Reduced 1.03%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
14,180
shares
|
$755,935
0.0% of portfolio
|
Q1 2025
Reduced 2.74%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
14,174
shares
|
$755,615
0.02% of portfolio
|
Q2 2020
Added 2.31%
|
|
|
Swmg, LLC
Fort Worth, TX |
Apr 28, 2025 Q1 2025 |
14,157
shares
|
$754,709
0.29% of portfolio
|
Q1 2025
Added 89.29%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
May 19, 2025 Q1 2025 |
14,117
shares
|
$752,577
0.03% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
14,080
shares
|
$750,604
0.0% of portfolio
|
Q2 2023
Reduced 58.73%
|
|
|
Tempus Wealth Planning, LLC
|
Jul 16, 2025 Q2 2025 |
14,074
shares
|
$750,284
0.2% of portfolio
|
Q2 2025
Reduced 6.89%
|
|
|
Harrison & CO Wealth Management, LLC
|
Jan 17, 2023 Q4 2022 |
13,988
shares
|
$745,700
0.53% of portfolio
|
Q4 2022
Added 11.75%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
May 09, 2025 Q1 2025 |
13,933
shares
|
$742,768
0.55% of portfolio
|
Q1 2025
Added 3.72%
|
|
|
Ground Swell Capital, LLC
Folly Beach, SC |
May 13, 2025 Q1 2025 |
13,907
shares
|
$741,382
1.67% of portfolio
|
Q1 2025
New holding
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Jul 24, 2025 Q2 2025 |
13,775
shares
|
$734,345
0.5% of portfolio
|
Q2 2025
Added 25.99%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
13,732
shares
|
$732,052
0.23% of portfolio
|
Q4 2024
Added 2.45%
|
|
|
Advisor Os, LLC
|
May 06, 2025 Q1 2025 |
13,719
shares
|
$731,359
0.08% of portfolio
|
Q1 2025
Added 34.29%
|
|
|
Baker Tilly Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
13,716
shares
|
$731,199
0.26% of portfolio
|
Q2 2025
Reduced 20.92%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Apr 28, 2025 Q1 2025 |
13,514
shares
|
$720,431
0.02% of portfolio
|
Q1 2025
Reduced 16.05%
|
|
|
Lbmc Investment Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
13,475
shares
|
$718,352
0.05% of portfolio
|
Q2 2025
Added 0.47%
|
|
|
First National Bank Of Omaha
Omaha, NE |
Feb 11, 2025 Q4 2024 |
13,456
shares
|
$717,339
0.05% of portfolio
|
Q3 2024
Added 1.41%
|