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 1,181 institutions that hold shares in the stock, with a total of 475 Million shares, which have been reported (via 13F filing form) to have a value of $26.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bell Bank
|
Oct 21, 2025 Q3 2025 |
1,571,923
shares
|
$88.3 Million
3.78% of portfolio
|
Q3 2025
Added 3.68%
|
|
|
Simon Quick Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
1,554,593
shares
|
$87.3 Million
3.93% of portfolio
|
Q3 2025
Reduced 1.17%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
1,514,054
shares
|
$85 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
|
$78.7 Million
6.99% of portfolio
|
Q3 2025
Added 2.1%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
1,391,783
shares
|
$78.2 Million
2.09% of portfolio
|
Q3 2025
Added 3.94%
|
|
|
Founders Financial Securities LLC
|
Oct 15, 2025 Q3 2025 |
1,305,042
shares
|
$73.3 Million
5.28% of portfolio
|
Q3 2025
Added 32.37%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
1,284,416
shares
|
$72.1 Million
4.44% of portfolio
|
Q2 2025
Reduced 3.25%
|
|
|
Wellington Management Group LLP
Boston, MA |
Nov 14, 2025 Q3 2025 |
1,244,355
shares
|
$69.9 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Flputnam Investment Management CO
Portland, ME |
Oct 10, 2025 Q3 2025 |
1,209,694
shares
|
$67.9 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
|
$67.2 Million
1.77% of portfolio
|
Q3 2022
Added 2.64%
|
|
|
Klingman & Associates, LLC
|
Oct 27, 2025 Q3 2025 |
1,194,210
shares
|
$67.1 Million
3.36% of portfolio
|
Q3 2025
Reduced 0.16%
|
|
|
Flagship Harbor Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
1,171,396
shares
|
$65.8 Million
3.05% of portfolio
|
Q2 2024
Reduced 13.67%
|
|
|
Exchange Traded Concepts, LLC
|
Oct 14, 2025 Q3 2025 |
1,132,054
shares
|
$63.6 Million
0.6% of portfolio
|
Q3 2025
Added 62.87%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Aug 05, 2025 Q2 2025 |
1,106,745
shares
|
$62.2 Million
12.81% of portfolio
|
Q2 2025
Added 39.67%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Nov 13, 2025 Q3 2025 |
1,058,711
shares
|
$59.5 Million
9.6% of portfolio
|
Q3 2025
Reduced 4.3%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
1,035,656
shares
|
$58.2 Million
2.17% of portfolio
|
Q3 2025
Added 3.4%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
1,035,549
shares
|
$58.2 Million
0.57% of portfolio
|
Q3 2025
Added 3.51%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Nov 10, 2025 Q3 2025 |
1,023,271
shares
|
$57.5 Million
3.3% of portfolio
|
Q3 2025
Added 12.39%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Nov 12, 2025 Q3 2025 |
1,000,972
shares
|
$56.2 Million
8.05% of portfolio
|
Q3 2025
Added 1.13%
|
|
|
Compton Financial Group, LLC
|
Nov 12, 2025 Q3 2025 |
999,983
shares
|
$56.2 Million
13.33% of portfolio
|
Q3 2025
Added 2.84%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
987,312
shares
|
$55.5 Million
0.09% of portfolio
|
Q3 2025
Added 5.2%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
983,800
shares
|
$55.3 Million
0.16% of portfolio
|
Q3 2025
Added 8.14%
|
|
|
Facet Wealth, Inc.
|
Oct 30, 2025 Q3 2025 |
964,290
shares
|
$54.2 Million
1.11% of portfolio
|
Q3 2025
Reduced 3.17%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
954,320
shares
|
$53.6 Million
0.15% of portfolio
|
Q3 2025
Reduced 0.24%
|
|
|
Whitcomb & Hess, Inc.
|
Oct 09, 2025 Q3 2025 |
904,840
shares
|
$50.8 Million
13.81% of portfolio
|
Q3 2025
Added 2.18%
|
|