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 1,151 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 $23.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Simon Quick Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
1,573,204
shares
|
$83.9 Million
3.36% of portfolio
|
Q2 2025
Reduced 12.41%
|
|
|
Bell Bank
|
Jul 11, 2025 Q2 2025 |
1,516,195
shares
|
$80.8 Million
3.71% of portfolio
|
Q2 2025
Added 5.15%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
1,484,953
shares
|
$79.2 Million
0.1% of portfolio
|
Q2 2025
Added 5.53%
|
|
|
Kwb Wealth
Redlands, CA |
Jul 16, 2025 Q2 2025 |
1,469,549
shares
|
$78.3 Million
9.08% of portfolio
|
Q2 2025
Reduced 3.31%
|
|
|
N.E.W. Advisory Services LLC
|
Aug 18, 2025 Q2 2025 |
1,372,477
shares
|
$73.2 Million
7.05% of portfolio
|
Q2 2025
Reduced 27.77%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
1,339,077
shares
|
$71.4 Million
2.04% of portfolio
|
Q2 2025
Added 12.56%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
1,284,416
shares
|
$68.5 Million
4.44% of portfolio
|
Q2 2025
Reduced 3.25%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Aug 12, 2025 Q2 2025 |
1,231,071
shares
|
$65.6 Million
1.14% of portfolio
|
Q2 2025
Reduced 3.19%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
1,196,499
shares
|
$63.8 Million
1.77% of portfolio
|
Q3 2022
Added 2.64%
|
|
|
Klingman & Associates, LLC
|
Jul 30, 2025 Q2 2025 |
1,196,168
shares
|
$63.8 Million
3.47% of portfolio
|
Q2 2025
Added 5.67%
|
|
|
Flagship Harbor Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
1,145,512
shares
|
$61.1 Million
3.04% of portfolio
|
Q2 2025
Reduced 22.31%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Aug 05, 2025 Q2 2025 |
1,106,745
shares
|
$59 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
|
$59 Million
10.21% of portfolio
|
Q2 2025
Added 2.07%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
1,001,606
shares
|
$53.4 Million
2.2% of portfolio
|
Q2 2025
Added 5.71%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
1,000,442
shares
|
$53.3 Million
0.57% of portfolio
|
Q2 2025
Added 32.74%
|
|
|
Facet Wealth, Inc.
|
Aug 01, 2025 Q2 2025 |
995,809
shares
|
$53.1 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
|
$52.8 Million
7.29% of portfolio
|
Q2 2025
Added 3960.94%
|
|
|
Founders Financial Securities LLC
|
Aug 06, 2025 Q2 2025 |
985,939
shares
|
$52.6 Million
4.12% of portfolio
|
Q2 2025
Added 9.93%
|
|
|
Compton Financial Group, LLC
|
Aug 05, 2025 Q2 2025 |
972,397
shares
|
$51.8 Million
13.24% of portfolio
|
Q2 2025
Added 32.15%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
956,585
shares
|
$51 Million
0.15% of portfolio
|
Q2 2025
Added 3.75%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
910,472
shares
|
$48.5 Million
3.02% of portfolio
|
Q2 2025
Added 12.22%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
909,779
shares
|
$48.5 Million
0.14% of portfolio
|
Q2 2025
Added 20.08%
|
|
|
Whitcomb & Hess, Inc.
|
Jul 03, 2025 Q2 2025 |
885,530
shares
|
$47.2 Million
14.04% of portfolio
|
Q2 2025
Added 1.54%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
836,916
shares
|
$44.6 Million
1.16% of portfolio
|
Q2 2025
Reduced 35.96%
|
|
|
Garrett Investment Advisors LLC
|
Jul 14, 2025 Q2 2025 |
830,617
shares
|
$44.3 Million
4.27% of portfolio
|
Q2 2025
Added 8.16%
|