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 |
|---|---|---|---|---|---|
|
Capital Square, LLC
|
Aug 11, 2025 Q2 2025 |
5,441
shares
|
$298,384
0.16% of portfolio
|
Q2 2025
Added 5.49%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
5,422
shares
|
$297,342
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Tranquility Partners, LLC
|
Oct 30, 2025 Q3 2025 |
5,420
shares
|
$297,232
0.1% of portfolio
|
Q3 2025
Reduced 4.48%
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
Aug 08, 2025 Q2 2025 |
5,387
shares
|
$295,423
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Aug 13, 2025 Q2 2025 |
5,365
shares
|
$294,216
0.01% of portfolio
|
Q2 2025
Added 82.55%
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
5,345
shares
|
$293,119
0.0% of portfolio
|
Q3 2025
Added 1.27%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
5,330
shares
|
$292,297
0.0% of portfolio
|
Q2 2025
Reduced 0.71%
|
|
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
Aug 13, 2025 Q2 2025 |
5,285
shares
|
$289,829
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
ETF Store, Inc.
|
Aug 06, 2025 Q2 2025 |
5,265
shares
|
$288,732
0.33% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Concord Wealth Partners
|
Jul 25, 2025 Q2 2025 |
5,264
shares
|
$288,677
0.04% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
Jul 25, 2025 Q2 2025 |
5,264
shares
|
$288,677
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Zega Financial, LLC
Palm Beach Gardens, FL |
Nov 14, 2024 Q3 2024 |
5,217
shares
|
$286,100
0.04% of portfolio
|
Q3 2024
Reduced 13.83%
|
|
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
Aug 15, 2025 Q1 2025 |
5,211
shares
|
$285,771
0.04% of portfolio
|
Q1 2024
Reduced 99.58%
|
|
|
Russell Investments Group, Ltd.
|
Aug 13, 2025 Q2 2025 |
5,202
shares
|
$285,277
0.0% of portfolio
|
Q2 2025
Added 330.63%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
5,195
shares
|
$284,893
0.0% of portfolio
|
Q3 2025
Added 0.76%
|
|
|
Erickson Financial Group, LLC
Allentown, PA |
Oct 27, 2025 Q3 2025 |
5,182
shares
|
$284,180
0.18% of portfolio
|
Q2 2024
Reduced 34.1%
|
|
|
Wise Wealth Partners
Phoenix, AZ |
Oct 23, 2025 Q3 2025 |
5,173
shares
|
$283,687
0.44% of portfolio
|
Q2 2025
Reduced 5.53%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jul 31, 2025 Q2 2025 |
5,165
shares
|
$283,248
0.01% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Oct 27, 2025 Q3 2025 |
5,152
shares
|
$282,535
0.07% of portfolio
|
Q3 2025
Reduced 27.37%
|
|
|
Chris Bulman Inc
Roseville, CA |
Oct 20, 2025 Q3 2025 |
5,138
shares
|
$281,767
0.14% of portfolio
|
Q3 2025
Added 24.71%
|
|
|
Byrne Financial Freedom, LLC
Franklin, MA |
Aug 14, 2025 Q2 2025 |
5,100
shares
|
$279,684
0.13% of portfolio
|
Q1 2025
Reduced 3.77%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
5,090
shares
|
$279,135
0.01% of portfolio
|
Q4 2023
Added 0.61%
|
|
|
Signature Estate & Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
5,086
shares
|
$278,916
0.01% of portfolio
|
Q2 2025
Added 2.07%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Aug 14, 2025 Q2 2025 |
5,029
shares
|
$275,790
0.13% of portfolio
|
Q4 2024
Reduced 5.66%
|
|
|
Droms Strauss Advisors Inc
St. Louis, MO |
Jul 15, 2025 Q2 2025 |
5,021
shares
|
$275,351
0.08% of portfolio
|
Q1 2023
New holding
|