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 |
|---|---|---|---|---|---|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Oct 10, 2025 Q3 2025 |
4,994
shares
|
$273,870
0.02% of portfolio
|
Q2 2025
Reduced 3.42%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2025 Q2 2025 |
4,975
shares
|
$272,829
0.01% of portfolio
|
Q2 2025
Reduced 73.87%
|
|
|
Chicago Wealth Management, Inc.
Chicago, IL |
Aug 14, 2025 Q2 2025 |
4,949
shares
|
$271,403
0.12% of portfolio
|
Q1 2023
New holding
|
|
|
Cambridge Advisors Inc.
|
Oct 15, 2025 Q3 2025 |
4,945
shares
|
$271,183
0.06% of portfolio
|
Q3 2025
Reduced 3.61%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Aug 05, 2025 Q2 2025 |
4,928
shares
|
$270,251
0.12% of portfolio
|
Q2 2025
Reduced 20.34%
|
|
|
Financial Management Network Inc
|
Oct 28, 2025 Q3 2025 |
4,901
shares
|
$268,770
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Fiduciary Group LLC
Savannah, GA |
Aug 13, 2025 Q2 2025 |
4,885
shares
|
$267,893
0.02% of portfolio
|
Q2 2025
Reduced 18.06%
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
4,883
shares
|
$267,783
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Norris Perne & French LLP
Grand Rapids, MI |
Oct 17, 2025 Q3 2025 |
4,854
shares
|
$266,193
0.02% of portfolio
|
Q1 2025
Added 9.05%
|
|
|
First Citizens Bank & Trust CO
|
Jul 30, 2025 Q2 2025 |
4,848
shares
|
$265,864
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Keybank National Association
|
Aug 04, 2025 Q2 2025 |
4,833
shares
|
$265,041
0.0% of portfolio
|
Q2 2025
Reduced 4.9%
|
|
|
Star Financial Bank
Fort Wayne, IN |
Aug 14, 2025 Q2 2025 |
4,832
shares
|
$264,986
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Marion Wealth Management
|
Oct 10, 2025 Q3 2025 |
4,816
shares
|
$264,109
0.06% of portfolio
|
Q3 2025
Added 0.46%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
4,815
shares
|
$264,054
0.02% of portfolio
|
Q3 2025
Added 7.84%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
4,734
shares
|
$259,612
0.02% of portfolio
|
Q2 2025
Added 9.31%
|
|
|
Global View Capital Management LLC
Waukesha, WI |
Oct 29, 2025 Q3 2025 |
4,728
shares
|
$259,283
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Fusion Family Wealth LLC
|
Jul 30, 2025 Q2 2025 |
4,706
shares
|
$258,077
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Victory Financial Group, LLC
Austin, TX |
Aug 13, 2025 Q2 2025 |
4,679
shares
|
$256,596
0.04% of portfolio
|
Q2 2025
Reduced 55.67%
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
4,664
shares
|
$255,773
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Valued Retirements, Inc.
Houston, TX |
Oct 15, 2025 Q3 2025 |
4,631
shares
|
$253,964
0.27% of portfolio
|
Q3 2024
New holding
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Aug 11, 2025 Q2 2025 |
4,627
shares
|
$253,744
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Oct 14, 2025 Q3 2025 |
4,600
shares
|
$252,264
0.07% of portfolio
|
Q3 2025
Reduced 8.0%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
4,592
shares
|
$251,825
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Principle Wealth Partners LLC
|
Jul 30, 2025 Q2 2025 |
4,534
shares
|
$248,644
0.02% of portfolio
|
Q1 2025
Reduced 2.45%
|
|
|
Grantvest Financial Group LLC
Matawan, NJ |
Aug 13, 2025 Q2 2025 |
4,526
shares
|
$248,205
0.18% of portfolio
|
Q2 2025
Added 0.42%
|