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 |
|---|---|---|---|---|---|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Oct 21, 2025 Q3 2025 |
7,018
shares
|
$384,867
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Grandview Asset Management LLC
|
Oct 22, 2025 Q3 2025 |
6,980
shares
|
$382,783
0.11% of portfolio
|
Q3 2025
Added 2.05%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
6,951
shares
|
$381,192
0.0% of portfolio
|
Q2 2025
Reduced 6.94%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Aug 04, 2025 Q2 2025 |
6,946
shares
|
$380,918
0.04% of portfolio
|
Q2 2025
Reduced 8.98%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
6,941
shares
|
$380,644
0.01% of portfolio
|
Q2 2025
Reduced 8.2%
|
|
|
Claro Advisors LLC
Boston, MA |
Aug 05, 2025 Q2 2025 |
6,924
shares
|
$379,712
0.06% of portfolio
|
Q2 2025
Added 9.92%
|
|
|
Mustard Seed Financial, LLC
Magnolia, AR |
Oct 20, 2025 Q3 2025 |
6,914
shares
|
$379,163
0.25% of portfolio
|
Q3 2025
Reduced 1.36%
|
|
|
Cerro Pacific Wealth Advisors LLC
|
Oct 28, 2025 Q3 2025 |
6,846
shares
|
$375,434
0.11% of portfolio
|
Q3 2025
Reduced 32.24%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
6,824
shares
|
$374,228
0.01% of portfolio
|
Q2 2025
Added 3.82%
|
|
|
Vectors Research Management, LLC
New York, NY |
Oct 28, 2025 Q3 2025 |
6,798
shares
|
$372,802
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Aug 12, 2025 Q2 2025 |
6,790
shares
|
$372,363
0.13% of portfolio
|
Q2 2025
Added 0.7%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Aug 13, 2025 Q2 2025 |
6,782
shares
|
$371,924
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Greystone Financial Group, LLC
|
Oct 22, 2025 Q3 2025 |
6,773
shares
|
$371,431
0.06% of portfolio
|
Q2 2025
Reduced 0.25%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Jul 17, 2025 Q2 2025 |
6,753
shares
|
$370,334
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Stiles Financial Services Inc
|
Oct 30, 2025 Q3 2025 |
6,676
shares
|
$366,111
0.12% of portfolio
|
Q3 2025
Added 47.28%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
6,665
shares
|
$365,508
0.0% of portfolio
|
Q2 2025
Reduced 14.68%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
6,658
shares
|
$365,124
0.01% of portfolio
|
Q2 2025
Added 6.78%
|
|
|
Wolf Group Capital Advisors
|
Apr 18, 2025 Q1 2025 |
6,525
shares
|
$357,831
0.11% of portfolio
|
Q1 2025
Reduced 31.06%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
6,513
shares
|
$357,172
0.15% of portfolio
|
Q3 2025
Added 1.26%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Aug 14, 2025 Q2 2025 |
6,506
shares
|
$356,789
0.0% of portfolio
|
Q2 2025
Added 26.11%
|
|
|
Hudson Valley Investment Advisors Inc
|
Oct 16, 2025 Q3 2025 |
6,462
shares
|
$354,376
0.04% of portfolio
|
Q3 2025
Reduced 3.09%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
6,440
shares
|
$353,169
0.01% of portfolio
|
Q2 2025
Added 26.83%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
6,422
shares
|
$352,182
0.01% of portfolio
|
Q2 2025
Reduced 52.48%
|
|
|
Brio Consultants, LLC
|
Aug 07, 2025 Q2 2025 |
6,403
shares
|
$351,140
0.05% of portfolio
|
Q2 2025
Reduced 1.87%
|
|
|
Twelve Points Wealth Management LLC
|
Oct 22, 2025 Q3 2025 |
6,400
shares
|
$350,976
0.09% of portfolio
|
Q3 2025
Reduced 4.26%
|