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 1,112 institutions that hold shares in the stock, with a total of 452 Million shares, which have been reported (via 13F filing form) to have a value of $22.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Victory Financial Group, LLC
Austin, TX |
May 12, 2025 Q1 2025 |
10,554
shares
|
$540,786
0.1% of portfolio
|
Q1 2025
Added 3.02%
|
|
|
Sei Investments CO
Oaks, PA |
May 14, 2025 Q1 2025 |
10,543
shares
|
$540,223
0.0% of portfolio
|
Q1 2025
Added 16.81%
|
|
|
Detalus Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
10,539
shares
|
$540,018
0.18% of portfolio
|
Q1 2025
Reduced 11.38%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
May 02, 2025 Q1 2025 |
10,512
shares
|
$538,634
0.1% of portfolio
|
Q1 2025
Added 5.82%
|
|
|
Jackson Creek Investment Advisors LLC
|
May 05, 2025 Q1 2025 |
10,430
shares
|
$534,433
0.17% of portfolio
|
Q1 2025
Added 2.7%
|
|
|
Hbw Advisory Services LLC
|
Apr 09, 2025 Q1 2025 |
10,423
shares
|
$534,074
0.08% of portfolio
|
Q1 2025
Added 17.23%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Apr 22, 2025 Q1 2025 |
10,376
shares
|
$531,666
0.08% of portfolio
|
Q1 2025
Added 2.81%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
10,134
shares
|
$519,266
0.03% of portfolio
|
Q1 2025
Added 12.88%
|
|
|
Crescent Sterling, Ltd.
Metairie, LA |
Apr 14, 2025 Q1 2025 |
10,112
shares
|
$518,138
0.53% of portfolio
|
Q1 2025
Reduced 0.98%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
9,993
shares
|
$512,041
0.02% of portfolio
|
Q1 2025
Added 75.75%
|
|
|
Hrt Financial LP
New York, NY |
May 15, 2025 Q1 2025 |
9,721
shares
|
$498,104
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Arbor Wealth Advisors LLC
Troy, MI |
Apr 14, 2025 Q1 2025 |
9,650
shares
|
$494,466
0.44% of portfolio
|
Q4 2023
New holding
|
|
|
Two Sigma Investments, LP
New York, NY |
May 15, 2025 Q1 2025 |
9,600
shares
|
$491,904
0.0% of portfolio
|
Q1 2025
Reduced 90.26%
|
|
|
Innovative Wealth Building LLC
California, MD |
Apr 25, 2025 Q1 2025 |
9,569
shares
|
$490,315
0.45% of portfolio
|
Q1 2025
Reduced 25.78%
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
May 14, 2025 Q1 2025 |
9,480
shares
|
$485,755
0.14% of portfolio
|
Q1 2025
Reduced 5.46%
|
|
|
Darrow Company, Inc.
|
May 12, 2025 Q1 2025 |
9,438
shares
|
$483,603
0.27% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Tilson Financial Group, Inc.
New Providence, NJ |
Apr 29, 2025 Q1 2025 |
9,383
shares
|
$480,784
0.19% of portfolio
|
Q1 2025
Reduced 2.53%
|
|
|
Everhart Financial Group, Inc.
|
Apr 16, 2025 Q1 2025 |
9,243
shares
|
$473,611
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
May 08, 2025 Q1 2025 |
9,110
shares
|
$466,796
1.42% of portfolio
|
Q1 2025
Added 48.44%
|
|
|
Fortitude Financial, LLC
Spokane, WA |
Jun 11, 2025 Q1 2025 |
9,110
shares
|
$466,796
0.44% of portfolio
|
Q4 2024
New holding
|
|
|
Thoroughbred Financial Services, LLC
|
May 09, 2025 Q1 2025 |
9,096
shares
|
$466,079
0.03% of portfolio
|
Q1 2025
Reduced 3.15%
|
|
|
Investment Partners, Ltd.
|
Apr 29, 2025 Q1 2025 |
9,002
shares
|
$461,262
0.19% of portfolio
|
Q4 2022
Reduced 3.04%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
8,929
shares
|
$457,521
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
8,899
shares
|
$455,984
0.01% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Sage Mountain Advisors LLC
|
May 02, 2025 Q1 2025 |
8,853
shares
|
$453,627
0.03% of portfolio
|
Q2 2024
Reduced 10.38%
|