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 |
|---|---|---|---|---|---|
|
Tidemark, LLC
San Diego, CA |
Aug 11, 2025 Q2 2025 |
5,882
shares
|
$322,568
0.11% of portfolio
|
Q2 2025
Added 11.46%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
5,862
shares
|
$321,472
0.02% of portfolio
|
Q4 2022
Added 56.4%
|
|
|
Goal Vest Advisory LLC
|
Oct 22, 2025 Q3 2025 |
5,860
shares
|
$321,362
0.07% of portfolio
|
Q1 2025
Reduced 0.98%
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Oct 27, 2025 Q3 2025 |
5,860
shares
|
$321,362
0.1% of portfolio
|
Q2 2025
Reduced 0.34%
|
|
|
Essex Savings Bank
|
Jul 11, 2025 Q2 2025 |
5,847
shares
|
$320,649
0.07% of portfolio
|
Q2 2025
Reduced 1.12%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Oct 16, 2025 Q3 2025 |
5,842
shares
|
$320,375
0.17% of portfolio
|
Q2 2025
Reduced 0.9%
|
|
|
First Community Trust Na
|
Oct 07, 2025 Q3 2025 |
5,820
shares
|
$319,168
0.25% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
Aug 14, 2025 Q2 2025 |
5,812
shares
|
$318,730
0.21% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
Hancock Whitney Corp
|
Aug 14, 2025 Q2 2025 |
5,796
shares
|
$317,852
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jul 23, 2025 Q2 2025 |
5,782
shares
|
$317,084
0.02% of portfolio
|
Q2 2025
Added 19.09%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
5,770
shares
|
$316,426
0.02% of portfolio
|
Q3 2025
Added 1.0%
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Jul 09, 2025 Q2 2025 |
5,747
shares
|
$315,165
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
5,743
shares
|
$314,946
0.01% of portfolio
|
Q1 2024
Added 3.74%
|
|
|
Mma Asset Management LLC
New York, NY |
Aug 05, 2025 Q2 2025 |
5,733
shares
|
$314,397
0.12% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
5,725
shares
|
$313,959
0.16% of portfolio
|
Q2 2025
Added 84.2%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
5,718
shares
|
$313,575
0.01% of portfolio
|
Q3 2025
Added 0.97%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 29, 2025 Q2 2025 |
5,702
shares
|
$312,697
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Aug 06, 2025 Q2 2025 |
5,680
shares
|
$311,491
0.02% of portfolio
|
Q2 2025
Reduced 20.41%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Aug 11, 2025 Q2 2025 |
5,665
shares
|
$310,668
0.01% of portfolio
|
Q2 2025
Reduced 27.85%
|
|
|
Capital Investment Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
5,657
shares
|
$310,229
0.01% of portfolio
|
Q3 2025
Reduced 17.06%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 14, 2025 Q2 2025 |
5,644
shares
|
$309,516
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Oct 07, 2025 Q3 2025 |
5,572
shares
|
$305,568
0.14% of portfolio
|
Q3 2025
Reduced 4.26%
|
|
|
Interchange Capital Partners, LLC
|
Jul 31, 2025 Q2 2025 |
5,501
shares
|
$301,674
0.07% of portfolio
|
Q2 2025
Added 274950.0%
|
|
|
Smart Wealth LLC
Omaha, NE |
Aug 13, 2025 Q2 2025 |
5,466
shares
|
$299,755
0.09% of portfolio
|
Q2 2025
Added 13.99%
|
|
|
Sfg Wealth Management, Llc.
|
Jul 28, 2025 Q2 2025 |
5,452
shares
|
$298,987
0.17% of portfolio
|
Q2 2025
Reduced 3.01%
|