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 |
|---|---|---|---|---|---|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Aug 01, 2025 Q2 2025 |
8,528
shares
|
$467,675
0.07% of portfolio
|
Q2 2025
Reduced 0.8%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Aug 13, 2025 Q2 2025 |
8,487
shares
|
$465,427
0.03% of portfolio
|
Q4 2024
Reduced 0.98%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
8,463
shares
|
$464,110
0.08% of portfolio
|
Q1 2024
Reduced 27.44%
|
|
|
Bluesphere Advisors, LLC
East Norriton, PA |
Jul 17, 2025 Q2 2025 |
8,461
shares
|
$464,001
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Bremer Bank National Association
|
Apr 10, 2025 Q1 2025 |
8,456
shares
|
$463,727
0.08% of portfolio
|
Q1 2025
Added 1.29%
|
|
|
Dgs Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
8,404
shares
|
$460,875
0.11% of portfolio
|
Q4 2024
Reduced 0.15%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
8,374
shares
|
$459,230
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
8,346
shares
|
$457,694
0.07% of portfolio
|
Q3 2025
Reduced 2.84%
|
|
|
Acute Investment Advisory, LLC
Mesa, AZ |
Oct 28, 2025 Q3 2025 |
8,326
shares
|
$456,597
3.87% of portfolio
|
Q3 2025
Reduced 19.82%
|
|
|
Portland Financial Advisors Inc
Port Washington, NY |
Oct 28, 2025 Q3 2025 |
8,290
shares
|
$454,623
0.98% of portfolio
|
Q4 2024
New holding
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Aug 08, 2025 Q2 2025 |
8,257
shares
|
$452,813
0.21% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2025 Q3 2025 |
8,248
shares
|
$452,320
0.03% of portfolio
|
Q3 2025
Added 5.02%
|
|
|
Annex Advisory Services, LLC
|
Oct 17, 2025 Q3 2025 |
8,234
shares
|
$451,552
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Tilson Financial Group, Inc.
New Providence, NJ |
Oct 22, 2025 Q3 2025 |
8,226
shares
|
$451,113
0.21% of portfolio
|
Q3 2025
Reduced 8.75%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Aug 01, 2025 Q2 2025 |
8,215
shares
|
$450,510
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Dynamic Financial Group
Cedar Falls, IA |
Oct 28, 2025 Q3 2025 |
8,182
shares
|
$448,700
0.39% of portfolio
|
Q3 2025
Added 1.45%
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Jul 22, 2025 Q2 2025 |
8,118
shares
|
$445,191
0.14% of portfolio
|
Q2 2025
Added 0.45%
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Oct 01, 2025 Q3 2025 |
8,054
shares
|
$441,681
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Bill Few Associates, Inc.
|
Oct 16, 2025 Q3 2025 |
8,050
shares
|
$441,462
0.13% of portfolio
|
Q3 2025
Added 14.9%
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Oct 23, 2025 Q3 2025 |
8,021
shares
|
$439,871
0.24% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Aug 13, 2025 Q2 2025 |
8,000
shares
|
$438,720
0.01% of portfolio
|
Q2 2025
Added 18.94%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Oct 30, 2025 Q3 2025 |
7,999
shares
|
$438,665
0.05% of portfolio
|
Q2 2025
Reduced 0.55%
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Jul 18, 2025 Q2 2025 |
7,923
shares
|
$434,497
0.27% of portfolio
|
Q2 2025
Added 0.49%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Jul 14, 2025 Q2 2025 |
7,859
shares
|
$430,987
0.13% of portfolio
|
Q2 2025
Added 0.72%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
7,767
shares
|
$425,942
0.03% of portfolio
|
Q3 2022
Added 1223.17%
|