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 1,156 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 $24.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bell Bank
|
Oct 21, 2025 Q3 2025 |
1,571,923
shares
|
$86.2 Million
3.78% of portfolio
|
Q3 2025
Added 3.68%
|
|
|
Simon Quick Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
1,554,593
shares
|
$85.3 Million
3.93% of portfolio
|
Q3 2025
Reduced 1.17%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
1,514,054
shares
|
$83 Million
1.0% of portfolio
|
Q3 2025
Reduced 5.18%
|
|
|
N.E.W. Advisory Services LLC
|
Oct 27, 2025 Q3 2025 |
1,401,339
shares
|
$76.8 Million
6.99% of portfolio
|
Q3 2025
Added 2.1%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
1,339,077
shares
|
$73.4 Million
2.04% of portfolio
|
Q2 2025
Added 12.56%
|
|
|
Founders Financial Securities LLC
|
Oct 15, 2025 Q3 2025 |
1,305,042
shares
|
$71.6 Million
5.28% of portfolio
|
Q3 2025
Added 32.37%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
1,284,416
shares
|
$70.4 Million
4.44% of portfolio
|
Q2 2025
Reduced 3.25%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Oct 10, 2025 Q3 2025 |
1,209,694
shares
|
$66.3 Million
1.03% of portfolio
|
Q3 2025
Reduced 1.74%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
1,196,499
shares
|
$65.6 Million
1.77% of portfolio
|
Q3 2022
Added 2.64%
|
|
|
Klingman & Associates, LLC
|
Jul 30, 2025 Q2 2025 |
1,196,168
shares
|
$65.6 Million
3.47% of portfolio
|
Q2 2025
Added 5.67%
|
|
|
Flagship Harbor Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
1,145,512
shares
|
$62.8 Million
3.04% of portfolio
|
Q2 2025
Reduced 22.31%
|
|
|
Exchange Traded Concepts, LLC
|
Oct 14, 2025 Q3 2025 |
1,132,054
shares
|
$62.1 Million
0.6% of portfolio
|
Q3 2025
Added 62.87%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Aug 05, 2025 Q2 2025 |
1,106,745
shares
|
$60.7 Million
12.81% of portfolio
|
Q2 2025
Added 39.67%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Aug 13, 2025 Q2 2025 |
1,106,250
shares
|
$60.7 Million
10.21% of portfolio
|
Q2 2025
Added 2.07%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
1,035,656
shares
|
$56.8 Million
2.17% of portfolio
|
Q3 2025
Added 3.4%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
1,000,442
shares
|
$54.9 Million
0.57% of portfolio
|
Q2 2025
Added 32.74%
|
|
|
Facet Wealth, Inc.
|
Aug 01, 2025 Q2 2025 |
995,809
shares
|
$54.6 Million
1.19% of portfolio
|
Q2 2025
Reduced 18.9%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Aug 05, 2025 Q2 2025 |
989,774
shares
|
$54.3 Million
7.29% of portfolio
|
Q2 2025
Added 3960.94%
|
|
|
Compton Financial Group, LLC
|
Aug 05, 2025 Q2 2025 |
972,397
shares
|
$53.3 Million
13.24% of portfolio
|
Q2 2025
Added 32.15%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
956,585
shares
|
$52.5 Million
0.15% of portfolio
|
Q2 2025
Added 3.75%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Sep 26, 2025 Q2 2025 |
938,475
shares
|
$51.5 Million
0.07% of portfolio
|
Q2 2025
Reduced 48.96%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
910,472
shares
|
$49.9 Million
3.02% of portfolio
|
Q2 2025
Added 12.22%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
909,779
shares
|
$49.9 Million
0.14% of portfolio
|
Q2 2025
Added 20.08%
|
|
|
Whitcomb & Hess, Inc.
|
Oct 09, 2025 Q3 2025 |
904,840
shares
|
$49.6 Million
13.81% of portfolio
|
Q3 2025
Added 2.18%
|
|
|
Garrett Investment Advisors LLC
|
Oct 09, 2025 Q3 2025 |
879,811
shares
|
$48.2 Million
4.48% of portfolio
|
Q3 2025
Added 5.92%
|