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 |
|---|---|---|---|---|---|
|
Somerset Trust CO
|
Jul 07, 2025 Q2 2025 |
7,727
shares
|
$411,926
0.14% of portfolio
|
Q2 2025
Reduced 11.27%
|
|
|
Safeguard Financial, LLC
|
Apr 10, 2025 Q1 2025 |
7,719
shares
|
$411,499
0.09% of portfolio
|
Q1 2025
Reduced 1.78%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Aug 11, 2025 Q2 2025 |
7,656
shares
|
$408,141
0.0% of portfolio
|
Q2 2025
Added 9.34%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
7,650
shares
|
$407,821
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Aug 11, 2025 Q2 2025 |
7,634
shares
|
$406,968
0.03% of portfolio
|
Q2 2025
Reduced 1.61%
|
|
|
Gds Wealth Management
|
May 14, 2025 Q1 2025 |
7,613
shares
|
$405,849
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
Jul 24, 2025 Q2 2025 |
7,470
shares
|
$398,225
0.08% of portfolio
|
Q2 2025
Reduced 15.21%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
7,469
shares
|
$398,172
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Family Wealth Group, LLC
Lexington, KY |
Aug 04, 2025 Q2 2025 |
7,419
shares
|
$395,506
0.4% of portfolio
|
Q2 2025
New holding
|
|
|
L.M. Kohn & Company
|
Aug 01, 2025 Q2 2025 |
7,365
shares
|
$392,628
0.11% of portfolio
|
Q2 2025
Reduced 44.47%
|
|
|
Cahaba Wealth Management, Inc.
|
Jul 16, 2025 Q2 2025 |
7,359
shares
|
$392,308
0.03% of portfolio
|
Q3 2024
Reduced 3.45%
|
|
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
Aug 07, 2025 Q2 2025 |
7,320
shares
|
$390,229
0.4% of portfolio
|
Q2 2025
Reduced 7.09%
|
|
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
Jul 25, 2025 Q2 2025 |
7,275
shares
|
$387,830
0.25% of portfolio
|
Q2 2025
Reduced 1.69%
|
|
|
Truepoint, Inc.
|
Aug 08, 2025 Q2 2025 |
7,271
shares
|
$387,617
0.01% of portfolio
|
Q2 2025
Added 3.43%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Aug 12, 2025 Q2 2025 |
7,266
shares
|
$387,350
0.18% of portfolio
|
Q2 2025
Added 1.88%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
7,136
shares
|
$380,420
0.0% of portfolio
|
Q2 2024
Reduced 2.85%
|
|
|
Wealth Advisory Solutions, LLC
|
Jul 14, 2025 Q2 2025 |
7,131
shares
|
$380,153
0.1% of portfolio
|
Q2 2025
Added 2.57%
|
|
|
Scs Capital Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
7,131
shares
|
$380,153
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
7,116
shares
|
$379,353
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
May 13, 2025 Q1 2025 |
7,103
shares
|
$378,660
0.09% of portfolio
|
Q1 2025
Reduced 75.71%
|
|
|
Accurate Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
7,100
shares
|
$378,501
0.06% of portfolio
|
Q2 2025
Added 29.3%
|
|
|
Iowa State Bank
|
Jul 22, 2025 Q2 2025 |
7,100
shares
|
$378,501
0.08% of portfolio
|
Q2 2024
Reduced 4.05%
|
|
|
Mc Mill Wealth Management
Norfolk, NE |
Aug 04, 2025 Q2 2025 |
7,054
shares
|
$376,048
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
7,018
shares
|
$374,129
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Mustard Seed Financial, LLC
Magnolia, AR |
Jul 17, 2025 Q2 2025 |
7,009
shares
|
$373,649
0.26% of portfolio
|
Q2 2025
Added 0.88%
|