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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
11,276
shares
|
$618,375
0.02% of portfolio
|
Q2 2025
Reduced 1.05%
|
|
|
Centaurus Financial, Inc.
|
Aug 29, 2025 Q2 2025 |
11,262
shares
|
$617,608
0.04% of portfolio
|
Q2 2025
Reduced 0.57%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Aug 12, 2025 Q2 2025 |
11,217
shares
|
$615,140
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Km Capital Management Ltd.
Austin, TX |
Aug 08, 2025 Q2 2025 |
11,215
shares
|
$615,030
0.29% of portfolio
|
Q2 2025
Added 69.8%
|
|
|
Hbw Advisory Services LLC
|
Oct 16, 2025 Q3 2025 |
11,201
shares
|
$614,262
0.08% of portfolio
|
Q3 2025
Added 7.56%
|
|
|
Cowa, LLC
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
11,200
shares
|
$614,208
0.22% of portfolio
|
Q3 2024
Reduced 0.84%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
11,165
shares
|
$612,288
0.25% of portfolio
|
Q4 2024
Added 13.34%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Aug 14, 2025 Q2 2025 |
11,118
shares
|
$609,711
0.15% of portfolio
|
Q2 2025
Reduced 36.75%
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
11,049
shares
|
$605,927
0.01% of portfolio
|
Q2 2025
Added 70.88%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
11,040
shares
|
$605,433
0.07% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Community Bank, N.A.
|
Jul 25, 2025 Q2 2025 |
11,029
shares
|
$604,830
0.08% of portfolio
|
Q2 2025
Added 2.06%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Oct 10, 2025 Q3 2025 |
10,924
shares
|
$599,072
0.04% of portfolio
|
Q3 2025
Added 8.7%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
10,913
shares
|
$598,468
0.02% of portfolio
|
Q2 2025
Added 0.95%
|
|
|
Aviso Wealth Management
Bellevue, WA |
Aug 11, 2025 Q2 2025 |
10,881
shares
|
$596,714
0.27% of portfolio
|
Q2 2025
Added 40.93%
|
|
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
Jul 17, 2025 Q2 2025 |
10,867
shares
|
$595,946
0.47% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
10,800
shares
|
$592,272
0.0% of portfolio
|
Q2 2025
Added 28.48%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
10,777
shares
|
$591,010
0.01% of portfolio
|
Q3 2025
Added 1.46%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Oct 20, 2025 Q3 2025 |
10,771
shares
|
$590,681
0.07% of portfolio
|
Q3 2025
Reduced 21.85%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 16, 2025 Q3 2025 |
10,739
shares
|
$588,926
0.01% of portfolio
|
Q4 2024
Reduced 0.62%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
10,721
shares
|
$587,939
0.08% of portfolio
|
Q2 2025
Added 3.32%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
10,600
shares
|
$581,304
0.03% of portfolio
|
Q3 2024
Added 65.63%
|
|
|
Kovack Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
10,581
shares
|
$580,262
0.06% of portfolio
|
Q2 2025
Reduced 14.79%
|
|
|
Jackson Creek Investment Advisors LLC
|
Aug 13, 2025 Q2 2025 |
10,546
shares
|
$578,342
0.15% of portfolio
|
Q2 2025
Added 1.11%
|
|
|
Detalus Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
10,539
shares
|
$577,958
0.16% of portfolio
|
Q1 2025
Reduced 11.38%
|