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 |
|---|---|---|---|---|---|
|
Copley Financial Group, Inc.
San Diego, CA |
Jun 27, 2025 Q1 2025 |
10,718
shares
|
$571,376
0.42% of portfolio
|
Q1 2025
Added 6.84%
|
|
|
Miracle Mile Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
10,622
shares
|
$566,258
0.01% of portfolio
|
Q2 2025
Reduced 18.51%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
10,600
shares
|
$565,086
0.03% of portfolio
|
Q3 2024
Added 65.63%
|
|
|
Victory Financial Group, LLC
Austin, TX |
May 12, 2025 Q1 2025 |
10,554
shares
|
$562,633
0.1% of portfolio
|
Q1 2025
Added 3.02%
|
|
|
Sei Investments CO
Oaks, PA |
May 14, 2025 Q1 2025 |
10,543
shares
|
$562,047
0.0% of portfolio
|
Q1 2025
Added 16.81%
|
|
|
Detalus Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
10,539
shares
|
$561,834
0.17% of portfolio
|
Q1 2025
Reduced 11.38%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
May 02, 2025 Q1 2025 |
10,512
shares
|
$560,394
0.1% of portfolio
|
Q1 2025
Added 5.82%
|
|
|
Jackson Creek Investment Advisors LLC
|
May 05, 2025 Q1 2025 |
10,430
shares
|
$556,023
0.17% of portfolio
|
Q1 2025
Added 2.7%
|
|
|
Hbw Advisory Services LLC
|
Jul 02, 2025 Q2 2025 |
10,414
shares
|
$555,170
0.08% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Acute Investment Advisory, LLC
Mesa, AZ |
Jul 21, 2025 Q2 2025 |
10,384
shares
|
$553,571
4.43% of portfolio
|
Q2 2025
New holding
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Jul 09, 2025 Q2 2025 |
10,297
shares
|
$548,933
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
10,134
shares
|
$540,243
0.03% of portfolio
|
Q1 2025
Added 12.88%
|
|
|
Crescent Sterling, Ltd.
Metairie, LA |
Apr 14, 2025 Q1 2025 |
10,112
shares
|
$539,070
0.53% of portfolio
|
Q1 2025
Reduced 0.98%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
10,050
shares
|
$535,765
0.04% of portfolio
|
Q2 2025
Reduced 14.61%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
9,993
shares
|
$532,726
0.02% of portfolio
|
Q1 2025
Added 75.75%
|
|
|
Hrt Financial LP
New York, NY |
May 15, 2025 Q1 2025 |
9,721
shares
|
$518,226
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Arbor Wealth Advisors LLC
Troy, MI |
Jul 09, 2025 Q2 2025 |
9,650
shares
|
$514,441
0.41% of portfolio
|
Q4 2023
New holding
|
|
|
Two Sigma Investments, LP
New York, NY |
May 15, 2025 Q1 2025 |
9,600
shares
|
$511,776
0.0% of portfolio
|
Q1 2025
Reduced 90.26%
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
May 14, 2025 Q1 2025 |
9,480
shares
|
$505,378
0.14% of portfolio
|
Q1 2025
Reduced 5.46%
|
|
|
Darrow Company, Inc.
|
May 12, 2025 Q1 2025 |
9,438
shares
|
$503,139
0.27% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Tilson Financial Group, Inc.
New Providence, NJ |
Apr 29, 2025 Q1 2025 |
9,383
shares
|
$500,207
0.19% of portfolio
|
Q1 2025
Reduced 2.53%
|
|
|
Everhart Financial Group, Inc.
|
Apr 16, 2025 Q1 2025 |
9,243
shares
|
$492,744
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
May 08, 2025 Q1 2025 |
9,110
shares
|
$485,654
1.42% of portfolio
|
Q1 2025
Added 48.44%
|
|
|
Fortitude Financial, LLC
Spokane, WA |
Jun 11, 2025 Q1 2025 |
9,110
shares
|
$485,654
0.44% of portfolio
|
Q4 2024
New holding
|
|
|
Thoroughbred Financial Services, LLC
|
May 09, 2025 Q1 2025 |
9,096
shares
|
$484,907
0.03% of portfolio
|
Q1 2025
Reduced 3.15%
|