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 |
|---|---|---|---|---|---|
|
Ford Financial Group, LLC
|
May 11, 2023 Q1 2023 |
12,158
shares
|
$648,142
20.99% of portfolio
|
Q1 2023
Reduced 98.55%
|
|
|
Prospect Financial Services LLC
Melville, NY |
Apr 11, 2025 Q1 2025 |
12,093
shares
|
$644,677
0.34% of portfolio
|
Q1 2025
Added 46.03%
|
|
|
626 Financial, LLC
|
Jul 23, 2025 Q2 2025 |
12,026
shares
|
$641,106
0.34% of portfolio
|
Q3 2024
Reduced 16.35%
|
|
|
Investments & Financial Planning, LLC
Lexington, KY |
Apr 30, 2025 Q1 2025 |
11,956
shares
|
$637,374
0.4% of portfolio
|
Q1 2025
Added 6.54%
|
|
|
Beacon Financial Group
|
Jul 09, 2025 Q2 2025 |
11,793
shares
|
$628,684
0.07% of portfolio
|
Q3 2024
Added 3.88%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jul 21, 2025 Q2 2025 |
11,652
shares
|
$621,168
0.08% of portfolio
|
Q2 2025
Reduced 2.62%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
11,396
shares
|
$607,520
0.02% of portfolio
|
Q1 2025
Reduced 0.36%
|
|
|
First Trust Advisors LP
Wheaton, IL |
May 14, 2025 Q1 2025 |
11,352
shares
|
$605,175
0.0% of portfolio
|
Q1 2025
Reduced 10.41%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
11,326
shares
|
$603,789
0.04% of portfolio
|
Q1 2025
Reduced 17.33%
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Jul 16, 2025 Q2 2025 |
11,266
shares
|
$600,590
0.4% of portfolio
|
Q2 2025
Reduced 0.56%
|
|
|
Northern Capital Management, Inc.
|
May 09, 2025 Q1 2025 |
11,248
shares
|
$599,630
0.37% of portfolio
|
Q1 2025
New holding
|
|
|
Cowa, LLC
Tulsa, OK |
May 13, 2025 Q1 2025 |
11,200
shares
|
$597,072
0.24% of portfolio
|
Q3 2024
Reduced 0.84%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
11,165
shares
|
$595,206
0.25% of portfolio
|
Q4 2024
Added 13.34%
|
|
|
Empirical Asset Management, LLC
|
May 12, 2025 Q1 2025 |
11,161
shares
|
$594,992
0.19% of portfolio
|
Q1 2025
Added 16.75%
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Apr 08, 2025 Q1 2025 |
11,124
shares
|
$593,020
0.39% of portfolio
|
Q1 2025
Reduced 12.81%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
11,040
shares
|
$588,542
0.07% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Altfest L J & CO Inc
|
May 09, 2025 Q1 2025 |
11,038
shares
|
$588,435
0.09% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
Herold Advisors, Inc.
|
May 13, 2025 Q1 2025 |
10,945
shares
|
$583,477
0.13% of portfolio
|
Q1 2025
Added 44.93%
|
|
|
Twin Capital Management Inc
|
May 05, 2025 Q1 2025 |
10,929
shares
|
$582,624
0.07% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
Jul 17, 2025 Q2 2025 |
10,867
shares
|
$579,319
0.47% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
10,810
shares
|
$576,281
0.02% of portfolio
|
Q1 2025
Added 1.89%
|
|
|
Community Bank, N.A.
|
Apr 21, 2025 Q1 2025 |
10,806
shares
|
$576,067
0.08% of portfolio
|
Q1 2025
Reduced 1.32%
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
10,746
shares
|
$572,869
0.18% of portfolio
|
Q2 2025
Reduced 12.73%
|
|
|
Carnegie Capital Asset Management, LLC
|
May 06, 2025 Q1 2025 |
10,739
shares
|
$572,496
0.01% of portfolio
|
Q4 2024
Reduced 0.62%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
10,721
shares
|
$571,536
0.08% of portfolio
|
Q2 2025
Added 3.32%
|