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 1,164 institutions that hold shares in the stock, with a total of 449 Million shares, which have been reported (via 13F filing form) to have a value of $24.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Principle Wealth Partners LLC
|
Nov 03, 2025 Q3 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%
|
|
|
Accel Wealth Management
|
Oct 07, 2025 Q3 2025 |
4,517
shares
|
$247,712
0.08% of portfolio
|
Q3 2025
Reduced 17.72%
|
|
|
Americana Partners, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
4,517
shares
|
$247,712
0.01% of portfolio
|
Q3 2025
Added 2.99%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Aug 04, 2025 Q2 2025 |
4,505
shares
|
$247,054
0.03% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 08, 2025 Q3 2025 |
4,498
shares
|
$246,670
0.02% of portfolio
|
Q3 2025
Reduced 2.47%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Oct 31, 2025 Q3 2025 |
4,470
shares
|
$245,134
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Oct 21, 2025 Q3 2025 |
4,434
shares
|
$243,160
0.03% of portfolio
|
Q2 2025
Reduced 2.93%
|
|
|
Tribridge Partners Financial LLC
Columbia, MD |
Oct 22, 2025 Q3 2025 |
4,393
shares
|
$240,912
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Pur Efi Wealth, LLC
Boston, MA |
Oct 21, 2025 Q3 2025 |
4,355
shares
|
$238,828
0.19% of portfolio
|
Q3 2025
Reduced 0.77%
|
|
|
Lex Aurum Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
4,328
shares
|
$237,347
0.04% of portfolio
|
Q1 2025
Added 4.47%
|
|
|
Phillips Financial Management, LLC
|
Oct 24, 2025 Q3 2025 |
4,320
shares
|
$236,908
0.02% of portfolio
|
Q3 2025
Added 343.53%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
4,308
shares
|
$236,250
0.01% of portfolio
|
Q2 2025
Reduced 6.75%
|
|
|
Howard Capital Management Group, LLC
|
Oct 16, 2025 Q3 2025 |
4,273
shares
|
$234,331
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Oct 31, 2025 Q3 2025 |
4,273
shares
|
$234,331
0.0% of portfolio
|
Q3 2025
Reduced 14.11%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Aug 07, 2025 Q2 2025 |
4,244
shares
|
$232,740
0.01% of portfolio
|
Q1 2025
Reduced 1.69%
|
|
|
Choate Investment Advisors
Boston, MA |
Aug 12, 2025 Q2 2025 |
4,219
shares
|
$231,369
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Oct 22, 2025 Q3 2025 |
4,165
shares
|
$228,408
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
Second Line Capital, LLC
Metairie, LA |
Aug 15, 2025 Q2 2025 |
4,129
shares
|
$226,434
0.05% of portfolio
|
Q2 2025
Added 1.23%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Aug 12, 2025 Q2 2025 |
4,123
shares
|
$226,105
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Costello Asset Management, Inc
|
Jul 24, 2025 Q2 2025 |
4,104
shares
|
$225,063
0.08% of portfolio
|
Q2 2025
Reduced 8.9%
|
|
|
Innovative Wealth Building LLC
California, MD |
Jul 22, 2025 Q2 2025 |
4,095
shares
|
$224,569
0.18% of portfolio
|
Q2 2025
Reduced 57.21%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
4,094
shares
|
$224,514
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 23, 2025 Q3 2025 |
4,083
shares
|
$223,911
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Veracity Capital LLC
|
Oct 07, 2025 Q3 2025 |
4,076
shares
|
$223,527
0.07% of portfolio
|
Q1 2025
Reduced 3.04%
|