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 |
|---|---|---|---|---|---|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
7,700
shares
|
$422,268
0.01% of portfolio
|
Q3 2025
Reduced 2.9%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Aug 11, 2025 Q2 2025 |
7,656
shares
|
$419,855
0.0% of portfolio
|
Q2 2025
Added 9.34%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Oct 28, 2025 Q3 2025 |
7,650
shares
|
$419,526
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Aug 11, 2025 Q2 2025 |
7,634
shares
|
$418,648
0.03% of portfolio
|
Q2 2025
Reduced 1.61%
|
|
|
Gds Wealth Management
|
May 14, 2025 Q1 2025 |
7,613
shares
|
$417,496
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Thrive Capital Management, LLC
Fort Washington, PA |
Oct 28, 2025 Q3 2025 |
7,518
shares
|
$412,287
0.11% of portfolio
|
Q3 2025
Added 19.11%
|
|
|
Somerset Trust CO
|
Oct 14, 2025 Q3 2025 |
7,486
shares
|
$410,532
0.13% of portfolio
|
Q3 2025
Reduced 3.12%
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
Jul 24, 2025 Q2 2025 |
7,470
shares
|
$409,654
0.08% of portfolio
|
Q2 2025
Reduced 15.21%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Oct 28, 2025 Q3 2025 |
7,469
shares
|
$409,599
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Family Wealth Group, LLC
Lexington, KY |
Oct 29, 2025 Q3 2025 |
7,453
shares
|
$408,722
0.39% of portfolio
|
Q3 2025
Added 0.46%
|
|
|
Venture Visionary Partners LLC
|
Oct 06, 2025 Q3 2025 |
7,398
shares
|
$405,706
0.01% of portfolio
|
Q3 2025
Reduced 94.56%
|
|
|
L.M. Kohn & Company
|
Aug 01, 2025 Q2 2025 |
7,365
shares
|
$403,896
0.11% of portfolio
|
Q2 2025
Reduced 44.47%
|
|
|
Cahaba Wealth Management, Inc.
|
Oct 17, 2025 Q3 2025 |
7,359
shares
|
$403,567
0.03% of portfolio
|
Q3 2024
Reduced 3.45%
|
|
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
Aug 07, 2025 Q2 2025 |
7,320
shares
|
$401,428
0.4% of portfolio
|
Q2 2025
Reduced 7.09%
|
|
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
Oct 09, 2025 Q3 2025 |
7,275
shares
|
$398,961
0.25% of portfolio
|
Q2 2025
Reduced 1.69%
|
|
|
Truepoint, Inc.
|
Aug 08, 2025 Q2 2025 |
7,271
shares
|
$398,741
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
|
$398,467
0.18% of portfolio
|
Q2 2025
Added 1.88%
|
|
|
Wealth Advisory Solutions, LLC
|
Oct 27, 2025 Q3 2025 |
7,154
shares
|
$392,325
0.1% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
7,136
shares
|
$391,338
0.0% of portfolio
|
Q2 2024
Reduced 2.85%
|
|
|
Scs Capital Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
7,131
shares
|
$391,064
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
7,116
shares
|
$390,241
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
May 13, 2025 Q1 2025 |
7,103
shares
|
$389,528
0.09% of portfolio
|
Q1 2025
Reduced 75.71%
|
|
|
Iowa State Bank
|
Oct 03, 2025 Q3 2025 |
7,100
shares
|
$389,364
0.08% of portfolio
|
Q2 2024
Reduced 4.05%
|
|
|
Firethorn Wealth Partners, LLC
|
Oct 08, 2025 Q3 2025 |
7,060
shares
|
$387,170
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Mc Mill Wealth Management
Norfolk, NE |
Aug 04, 2025 Q2 2025 |
7,054
shares
|
$386,841
0.12% of portfolio
|
Q4 2024
New holding
|