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 |
|---|---|---|---|---|---|
|
Advance Capital Management, Inc.
Southfield, MI |
Oct 10, 2025 Q3 2025 |
13,935
shares
|
$764,195
0.05% of portfolio
|
Q3 2025
Reduced 5.81%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Jul 30, 2025 Q2 2025 |
13,865
shares
|
$760,356
1.84% of portfolio
|
Q2 2025
Added 52.2%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
13,841
shares
|
$759,040
0.03% of portfolio
|
Q3 2025
Reduced 11.53%
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Jul 24, 2025 Q2 2025 |
13,775
shares
|
$755,421
0.5% of portfolio
|
Q2 2025
Added 25.99%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
13,745
shares
|
$753,775
0.04% of portfolio
|
Q2 2025
Added 859.85%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
13,718
shares
|
$752,295
0.01% of portfolio
|
Q2 2025
Reduced 20.31%
|
|
|
Caldwell Trust CO
Venice, FL |
Oct 23, 2025 Q3 2025 |
13,699
shares
|
$751,253
0.07% of portfolio
|
Q4 2021
Added 6.18%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Aug 07, 2025 Q2 2025 |
13,538
shares
|
$742,423
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Lbmc Investment Advisors, LLC
|
Oct 07, 2025 Q3 2025 |
13,535
shares
|
$742,259
0.05% of portfolio
|
Q3 2025
Added 0.45%
|
|
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
Aug 14, 2025 Q2 2025 |
13,497
shares
|
$740,175
0.03% of portfolio
|
Q2 2025
Reduced 7.02%
|
|
|
First National Bank Of Omaha
Omaha, NE |
Feb 11, 2025 Q4 2024 |
13,456
shares
|
$737,927
0.05% of portfolio
|
Q3 2024
Added 1.41%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Oct 20, 2025 Q3 2025 |
13,392
shares
|
$734,417
0.1% of portfolio
|
Q3 2025
Reduced 22.89%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Aug 14, 2025 Q2 2025 |
13,355
shares
|
$732,388
0.23% of portfolio
|
Q2 2025
Added 0.77%
|
|
|
Mcdonald Partners LLC
|
Aug 12, 2025 Q2 2025 |
13,348
shares
|
$732,004
0.17% of portfolio
|
Q2 2025
Added 5.51%
|
|
|
Fortune 45 LLC
|
Aug 04, 2025 Q2 2025 |
13,299
shares
|
$729,317
0.4% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
May 16, 2025 Q1 2025 |
13,286
shares
|
$728,604
0.52% of portfolio
|
Q1 2025
Added 36.52%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
13,148
shares
|
$721,036
0.06% of portfolio
|
Q2 2025
Added 1.32%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Aug 12, 2025 Q2 2025 |
13,106
shares
|
$718,733
0.03% of portfolio
|
Q2 2023
Reduced 30.63%
|
|
|
Wallington Asset Management, LLC
|
Oct 20, 2025 Q3 2025 |
13,100
shares
|
$718,404
0.1% of portfolio
|
Q3 2025
Reduced 2.57%
|
|
|
Embree Financial Group
Chicago, IL |
Oct 09, 2025 Q3 2025 |
13,048
shares
|
$715,552
0.1% of portfolio
|
Q3 2025
Added 0.45%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 08, 2025 Q3 2025 |
12,982
shares
|
$711,932
0.1% of portfolio
|
Q3 2025
Added 11.41%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
12,978
shares
|
$711,713
0.1% of portfolio
|
Q4 2024
Added 19.09%
|
|
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
Aug 13, 2025 Q2 2025 |
12,959
shares
|
$710,671
0.11% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Geller Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
12,938
shares
|
$709,519
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Oct 29, 2025 Q3 2025 |
12,882
shares
|
$706,448
0.26% of portfolio
|
Q3 2025
Reduced 4.16%
|