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 |
|---|---|---|---|---|---|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 21, 2025 Q3 2025 |
4,000
shares
|
$219,360
0.03% of portfolio
|
Q2 2025
Reduced 23.49%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Aug 04, 2025 Q2 2025 |
3,976
shares
|
$218,043
0.04% of portfolio
|
Q2 2025
Added 191.07%
|
|
|
Note Advisors, LLC
Buffalo, NY |
Aug 14, 2025 Q2 2025 |
3,950
shares
|
$216,618
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Rockline Wealth Management, LLC
Plainview, NY |
Aug 05, 2025 Q2 2025 |
3,935
shares
|
$215,795
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
3,923
shares
|
$215,137
0.02% of portfolio
|
Q2 2024
Added 17.24%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Jul 21, 2025 Q2 2025 |
3,911
shares
|
$214,479
0.04% of portfolio
|
Q2 2025
Reduced 17.38%
|
|
|
Asio Capital, LLC
|
Oct 16, 2025 Q3 2025 |
3,903
shares
|
$214,040
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Jul 23, 2025 Q2 2025 |
3,903
shares
|
$214,040
0.03% of portfolio
|
Q2 2025
Reduced 10.58%
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
3,850
shares
|
$211,134
0.06% of portfolio
|
Q3 2025
Added 0.44%
|
|
|
Glassman Wealth Services
|
Aug 08, 2025 Q2 2025 |
3,833
shares
|
$210,201
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
|
$210,037
0.01% of portfolio
|
Q3 2025
Reduced 10.81%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Oct 22, 2025 Q3 2025 |
3,816
shares
|
$209,269
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Invera Wealth Advisors, LLC
Bend, OR |
Oct 29, 2025 Q3 2025 |
3,809
shares
|
$208,885
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
3,795
shares
|
$208,117
0.05% of portfolio
|
Q2 2024
Added 105.14%
|
|
|
Bokf, Na
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
3,792
shares
|
$207,953
0.0% of portfolio
|
Q2 2025
Added 39.93%
|
|
|
Mayflower Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
3,736
shares
|
$204,882
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 23, 2025 Q3 2025 |
3,693
shares
|
$202,524
0.03% of portfolio
|
Q1 2025
Reduced 1.49%
|
|
|
Bernardo Wealth Planning LLC
|
Oct 22, 2025 Q3 2025 |
3,670
shares
|
$201,262
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Montz Harcus Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
3,646
shares
|
$199,946
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Oct 16, 2025 Q3 2025 |
3,642
shares
|
$199,727
0.01% of portfolio
|
Q3 2025
Reduced 61.67%
|
|
|
Emerald Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
3,622
shares
|
$198,630
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
3,599
shares
|
$197,369
0.0% of portfolio
|
Q2 2025
Added 53.08%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
3,546
shares
|
$194,462
0.01% of portfolio
|
Q3 2024
Added 1.14%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
3,503
shares
|
$192,104
0.1% of portfolio
|
Q2 2024
Reduced 96.2%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 10, 2025 Q3 2025 |
3,450
shares
|
$189,198
0.05% of portfolio
|
Q1 2024
Added 76.92%
|