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 1,182 institutions that hold shares in the stock, with a total of 475 Million shares, which have been reported (via 13F filing form) to have a value of $26.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
Nov 12, 2025 Q3 2025 |
4,165
shares
|
$233,948
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Oct 22, 2025 Q3 2025 |
4,165
shares
|
$233,948
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
Integrity Advisory Solutions, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
4,165
shares
|
$233,948
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Note Advisors, LLC
Buffalo, NY |
Nov 14, 2025 Q3 2025 |
4,145
shares
|
$232,824
0.14% of portfolio
|
Q3 2025
Added 4.94%
|
|
|
Wealth Alliance
Mellville, NY |
Nov 07, 2025 Q3 2025 |
4,142
shares
|
$232,656
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Innovative Wealth Building LLC
California, MD |
Nov 12, 2025 Q3 2025 |
4,136
shares
|
$232,319
0.18% of portfolio
|
Q3 2025
Added 1.0%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Nov 06, 2025 Q3 2025 |
4,123
shares
|
$231,588
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Providence Financial Advisors, LLC
Overland Park, KS |
Nov 07, 2025 Q3 2025 |
4,122
shares
|
$231,532
0.22% of portfolio
|
Q3 2025
New holding
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
4,094
shares
|
$229,959
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 23, 2025 Q3 2025 |
4,083
shares
|
$229,342
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Veracity Capital LLC
|
Oct 07, 2025 Q3 2025 |
4,076
shares
|
$228,948
0.07% of portfolio
|
Q1 2025
Reduced 3.04%
|
|
|
Westbourne Investments, Inc.
Arlington, VA |
Nov 06, 2025 Q3 2025 |
4,075
shares
|
$228,892
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
Nov 05, 2025 Q3 2025 |
4,021
shares
|
$225,859
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Delta Capital Management LLC
|
Oct 14, 2025 Q3 2025 |
4,000
shares
|
$224,680
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 21, 2025 Q3 2025 |
4,000
shares
|
$224,680
0.03% of portfolio
|
Q2 2025
Reduced 23.49%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Jan 06, 2026 Q3 2025 |
3,923
shares
|
$220,354
0.07% of portfolio
|
Q2 2024
Added 17.24%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Nov 13, 2025 Q3 2025 |
3,912
shares
|
$219,737
0.06% of portfolio
|
Q3 2025
Reduced 44.92%
|
|
|
Asio Capital, LLC
|
Oct 16, 2025 Q3 2025 |
3,903
shares
|
$219,231
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Nov 03, 2025 Q3 2025 |
3,903
shares
|
$219,231
0.03% of portfolio
|
Q2 2025
Reduced 10.58%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Nov 12, 2025 Q3 2025 |
3,867
shares
|
$217,209
0.05% of portfolio
|
Q3 2025
Reduced 4.38%
|
|
|
Mcia Inc
|
Nov 12, 2025 Q3 2025 |
3,853
shares
|
$216,423
0.04% of portfolio
|
Q3 2025
Reduced 5.31%
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
3,850
shares
|
$216,254
0.06% of portfolio
|
Q3 2025
Added 0.44%
|
|
|
Costello Asset Management, Inc
|
Nov 06, 2025 Q3 2025 |
3,835
shares
|
$215,411
0.07% of portfolio
|
Q3 2025
Reduced 6.55%
|
|
|
Glassman Wealth Services
|
Nov 10, 2025 Q3 2025 |
3,833
shares
|
$215,299
0.03% of portfolio
|
Q1 2024
Added 59.05%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 21, 2025 Q3 2025 |
3,830
shares
|
$215,131
0.01% of portfolio
|
Q2 2025
Added 12.11%
|
|