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 |
|---|---|---|---|---|---|
|
Herold Advisors, Inc.
|
Aug 14, 2025 Q2 2025 |
12,839
shares
|
$704,090
0.15% of portfolio
|
Q2 2025
Added 17.3%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Oct 09, 2025 Q3 2025 |
12,648
shares
|
$693,616
0.06% of portfolio
|
Q3 2025
Reduced 95.51%
|
|
|
Warren Street Wealth Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
12,629
shares
|
$692,574
0.22% of portfolio
|
Q3 2025
Added 2.6%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Oct 06, 2025 Q3 2025 |
12,485
shares
|
$684,677
0.25% of portfolio
|
Q3 2025
Reduced 1.27%
|
|
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
Oct 28, 2025 Q3 2025 |
12,452
shares
|
$682,867
0.62% of portfolio
|
Q3 2025
Reduced 1.9%
|
|
|
Grimes & Company, Inc.
|
Oct 27, 2025 Q3 2025 |
12,388
shares
|
$679,357
0.02% of portfolio
|
Q3 2025
Added 0.55%
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Aug 12, 2025 Q2 2025 |
12,373
shares
|
$678,535
0.48% of portfolio
|
Q2 2025
Added 8.05%
|
|
|
Brown Advisory Inc
|
Aug 13, 2025 Q2 2025 |
12,240
shares
|
$671,241
0.0% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
12,177
shares
|
$667,786
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Jacobi Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
12,170
shares
|
$667,402
0.04% of portfolio
|
Q2 2025
Reduced 97.73%
|
|
|
Ford Financial Group, LLC
|
May 11, 2023 Q1 2023 |
12,158
shares
|
$666,744
20.99% of portfolio
|
Q1 2023
Reduced 98.55%
|
|
|
Prospect Financial Services LLC
Melville, NY |
Aug 05, 2025 Q2 2025 |
12,093
shares
|
$663,180
0.34% of portfolio
|
Q2 2025
Reduced 23.31%
|
|
|
626 Financial, LLC
|
Aug 04, 2025 Q2 2025 |
12,026
shares
|
$659,505
0.31% of portfolio
|
Q3 2024
Reduced 16.35%
|
|
|
Investments & Financial Planning, LLC
Lexington, KY |
Aug 12, 2025 Q2 2025 |
12,001
shares
|
$658,134
0.36% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Oct 10, 2025 Q3 2025 |
11,799
shares
|
$647,057
0.52% of portfolio
|
Q3 2025
Reduced 9.72%
|
|
|
Beacon Financial Group
|
Oct 07, 2025 Q3 2025 |
11,793
shares
|
$646,728
0.07% of portfolio
|
Q3 2024
Added 3.88%
|
|
|
Syon Capital LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
11,645
shares
|
$638,611
0.04% of portfolio
|
Q2 2025
Reduced 41.4%
|
|
|
Empirical Asset Management, LLC
|
Jul 29, 2025 Q2 2025 |
11,614
shares
|
$636,911
0.19% of portfolio
|
Q2 2025
Added 4.06%
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Oct 15, 2025 Q3 2025 |
11,593
shares
|
$635,760
0.49% of portfolio
|
Q3 2025
Added 2.89%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 23, 2025 Q3 2025 |
11,560
shares
|
$633,950
0.23% of portfolio
|
Q3 2025
Reduced 5.86%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
11,525
shares
|
$632,031
0.01% of portfolio
|
Q3 2025
Reduced 5.74%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 11, 2025 Q2 2025 |
11,442
shares
|
$627,479
0.01% of portfolio
|
Q2 2025
Added 28.58%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Aug 08, 2025 Q2 2025 |
11,404
shares
|
$625,395
0.11% of portfolio
|
Q2 2025
Added 8.49%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Aug 13, 2025 Q2 2025 |
11,380
shares
|
$624,079
0.0% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Oct 15, 2025 Q3 2025 |
11,302
shares
|
$619,801
0.36% of portfolio
|
Q3 2025
Added 0.32%
|