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 |
|---|---|---|---|---|---|
|
Altfest L J & CO Inc
|
Oct 21, 2025 Q3 2025 |
10,499
shares
|
$575,765
0.08% of portfolio
|
Q3 2025
Added 1.8%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
10,320
shares
|
$565,948
0.02% of portfolio
|
Q2 2025
Reduced 61.92%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Oct 31, 2025 Q3 2025 |
10,074
shares
|
$552,458
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
9,993
shares
|
$548,016
0.02% of portfolio
|
Q1 2025
Added 75.75%
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
9,978
shares
|
$547,193
0.2% of portfolio
|
Q2 2025
Added 19.53%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
9,974
shares
|
$546,974
0.17% of portfolio
|
Q3 2025
Reduced 7.18%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Aug 14, 2025 Q2 2025 |
9,913
shares
|
$543,628
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Pathway Financial Advisors LLC
|
Oct 10, 2025 Q3 2025 |
9,730
shares
|
$533,593
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
9,687
shares
|
$531,235
0.03% of portfolio
|
Q3 2025
Added 2.95%
|
|
|
Arbor Wealth Advisors LLC
Troy, MI |
Oct 09, 2025 Q3 2025 |
9,650
shares
|
$529,206
0.4% of portfolio
|
Q4 2023
New holding
|
|
|
Darrow Company, Inc.
|
Oct 28, 2025 Q3 2025 |
9,500
shares
|
$520,980
0.25% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Aug 08, 2025 Q2 2025 |
9,392
shares
|
$515,057
0.0% of portfolio
|
Q2 2025
Added 26.37%
|
|
|
Sei Investments CO
Oaks, PA |
Aug 14, 2025 Q2 2025 |
9,194
shares
|
$504,198
0.0% of portfolio
|
Q2 2025
Reduced 12.8%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Jul 22, 2025 Q2 2025 |
9,051
shares
|
$496,356
0.12% of portfolio
|
Q2 2025
Reduced 70.1%
|
|
|
Investment Partners, Ltd.
|
Aug 08, 2025 Q2 2025 |
9,002
shares
|
$493,669
0.18% of portfolio
|
Q4 2022
Reduced 3.04%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
8,996
shares
|
$493,340
0.17% of portfolio
|
Q2 2025
Added 0.75%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
8,940
shares
|
$490,269
0.0% of portfolio
|
Q2 2025
Added 87.93%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Oct 16, 2025 Q3 2025 |
8,840
shares
|
$484,785
0.05% of portfolio
|
Q3 2024
Added 2.31%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 24, 2025 Q3 2025 |
8,840
shares
|
$484,785
0.11% of portfolio
|
Q2 2025
Added 14.05%
|
|
|
Yhb Investment Advisors, Inc.
|
Oct 08, 2025 Q3 2025 |
8,745
shares
|
$479,575
0.04% of portfolio
|
Q3 2025
Added 1.91%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Oct 23, 2025 Q3 2025 |
8,686
shares
|
$476,340
0.19% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Kraematon Investment Advisors, Inc
|
Jul 22, 2025 Q2 2025 |
8,588
shares
|
$470,965
0.45% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Crescent Sterling, Ltd.
Metairie, LA |
Oct 14, 2025 Q3 2025 |
8,588
shares
|
$470,965
0.5% of portfolio
|
Q3 2025
Added 1.12%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
8,577
shares
|
$470,362
0.0% of portfolio
|
Q2 2025
Reduced 81.11%
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
8,543
shares
|
$468,498
0.02% of portfolio
|
Q3 2025
Reduced 42.43%
|