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 1,151 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 $23.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Aug 11, 2025 Q2 2025 |
819,774
shares
|
$43.7 Million
4.34% of portfolio
|
Q2 2025
Added 8.6%
|
|
|
Mount Yale Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
815,592
shares
|
$43.5 Million
3.52% of portfolio
|
Q2 2025
Reduced 39.72%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Jul 29, 2025 Q2 2025 |
811,784
shares
|
$43.3 Million
6.77% of portfolio
|
Q2 2025
Reduced 3.87%
|
|
|
Arrow Financial Corp
|
Aug 11, 2025 Q2 2025 |
799,564
shares
|
$42.6 Million
4.53% of portfolio
|
Q2 2025
Added 0.47%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
794,001
shares
|
$42.3 Million
0.11% of portfolio
|
Q2 2025
Reduced 26.13%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
789,159
shares
|
$42.1 Million
3.19% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Accredited Investors Inc.
|
Aug 08, 2025 Q2 2025 |
788,483
shares
|
$42 Million
2.45% of portfolio
|
Q2 2025
Reduced 4.65%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
787,991
shares
|
$42 Million
0.68% of portfolio
|
Q2 2024
Added 4.56%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
779,080
shares
|
$41.5 Million
0.09% of portfolio
|
Q3 2023
Reduced 1.31%
|
|
|
Balanced Wealth Group LLC
Westlake, OH |
Aug 13, 2025 Q2 2025 |
770,196
shares
|
$41.1 Million
17.63% of portfolio
|
Q2 2025
Added 4.18%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
762,790
shares
|
$40.7 Million
0.02% of portfolio
|
Q3 2024
Added 11.51%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
724,756
shares
|
$38.6 Million
1.79% of portfolio
|
Q1 2025
Added 16.67%
|
|
|
Constellation Investments, Inc.
Montgomery, OH |
Jul 23, 2025 Q2 2025 |
712,000
shares
|
$38 Million
1.72% of portfolio
|
Q1 2025
New holding
|
|
|
Tennessee Valley Asset Management Partners
|
Aug 14, 2025 Q2 2025 |
711,937
shares
|
$38 Million
9.46% of portfolio
|
Q2 2025
Added 3.13%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
710,471
shares
|
$37.9 Million
4.48% of portfolio
|
Q3 2024
Reduced 2.44%
|
|
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
Jul 29, 2025 Q2 2025 |
697,973
shares
|
$37.2 Million
7.03% of portfolio
|
Q2 2025
Added 0.61%
|
|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
695,083
shares
|
$37.1 Million
0.48% of portfolio
|
Q2 2025
New holding
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
689,238
shares
|
$36.7 Million
0.01% of portfolio
|
Q2 2025
Reduced 82.5%
|
|
|
Confluence Investment Management LLC
|
Jul 01, 2025 Q2 2025 |
685,828
shares
|
$36.6 Million
0.52% of portfolio
|
Q2 2025
Added 22.14%
|
|
|
Prudential Financial Inc
Newark, NJ |
Aug 12, 2025 Q2 2025 |
683,426
shares
|
$36.4 Million
0.05% of portfolio
|
Q1 2025
Reduced 32.74%
|
|
|
Courier Capital LLC
|
Jul 28, 2025 Q2 2025 |
662,146
shares
|
$35.3 Million
2.14% of portfolio
|
Q2 2025
Added 8.42%
|
|
|
Koss Olinger Consulting, LLC
|
Aug 01, 2025 Q2 2025 |
661,213
shares
|
$35.2 Million
2.87% of portfolio
|
Q2 2025
Added 10.72%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
656,509
shares
|
$35 Million
0.03% of portfolio
|
Q2 2025
Reduced 4.28%
|
|
|
Vicus Capital
State College, PA |
Jul 18, 2025 Q2 2025 |
645,443
shares
|
$34.4 Million
2.87% of portfolio
|
Q2 2025
Added 10.26%
|
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
635,558
shares
|
$33.9 Million
0.71% of portfolio
|
Q2 2025
Added 39.13%
|