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 1,123 institutions that hold shares in the stock, with a total of 454 Million shares, which have been reported (via 13F filing form) to have a value of $24.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kpp Advisory Services LLC
Louisville, KY |
Jul 22, 2025 Q2 2025 |
9,051
shares
|
$482,508
0.12% of portfolio
|
Q2 2025
Reduced 70.1%
|
|
|
Investment Partners, Ltd.
|
Apr 29, 2025 Q1 2025 |
9,002
shares
|
$479,896
0.19% of portfolio
|
Q4 2022
Reduced 3.04%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
8,929
shares
|
$476,004
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
8,899
shares
|
$474,405
0.01% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Sage Mountain Advisors LLC
|
May 02, 2025 Q1 2025 |
8,853
shares
|
$471,953
0.03% of portfolio
|
Q2 2024
Reduced 10.38%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jul 22, 2025 Q2 2025 |
8,840
shares
|
$471,260
0.05% of portfolio
|
Q3 2024
Added 2.31%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
8,840
shares
|
$471,260
0.12% of portfolio
|
Q2 2025
Added 14.05%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
May 14, 2025 Q1 2025 |
8,775
shares
|
$467,795
0.0% of portfolio
|
Q1 2025
Reduced 59.3%
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
8,674
shares
|
$462,410
0.01% of portfolio
|
Q2 2025
Added 86.22%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Jul 22, 2025 Q2 2025 |
8,658
shares
|
$461,557
0.19% of portfolio
|
Q2 2025
Reduced 0.67%
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
8,640
shares
|
$460,598
0.09% of portfolio
|
Q1 2025
Added 1.04%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
May 14, 2025 Q1 2025 |
8,597
shares
|
$458,306
0.08% of portfolio
|
Q1 2025
Reduced 0.34%
|
|
|
Kraematon Investment Advisors, Inc
|
Jul 22, 2025 Q2 2025 |
8,588
shares
|
$457,826
0.45% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Yhb Investment Advisors, Inc.
|
Jul 10, 2025 Q2 2025 |
8,581
shares
|
$457,453
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
May 12, 2025 Q1 2025 |
8,487
shares
|
$452,441
0.03% of portfolio
|
Q4 2024
Reduced 0.98%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
8,463
shares
|
$451,162
0.08% of portfolio
|
Q1 2024
Reduced 27.44%
|
|
|
Bluesphere Advisors, LLC
East Norriton, PA |
Jul 17, 2025 Q2 2025 |
8,461
shares
|
$451,055
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Bremer Bank National Association
|
Apr 10, 2025 Q1 2025 |
8,456
shares
|
$450,789
0.08% of portfolio
|
Q1 2025
Added 1.29%
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
8,406
shares
|
$448,123
0.0% of portfolio
|
Q1 2025
Reduced 16.96%
|
|
|
Dgs Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
8,404
shares
|
$448,017
0.11% of portfolio
|
Q4 2024
Reduced 0.15%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
8,374
shares
|
$446,417
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
May 07, 2025 Q1 2025 |
8,348
shares
|
$445,031
0.19% of portfolio
|
Q1 2025
Added 47.36%
|
|
|
Portland Financial Advisors Inc
Port Washington, NY |
May 08, 2025 Q1 2025 |
8,290
shares
|
$441,939
1.08% of portfolio
|
Q4 2024
New holding
|
|
|
Ballast, Inc.
|
May 12, 2025 Q1 2025 |
8,256
shares
|
$440,127
0.12% of portfolio
|
Q1 2025
Added 3.23%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Jun 10, 2025 Q1 2025 |
8,231
shares
|
$438,794
0.22% of portfolio
|
Q1 2025
Added 11.11%
|