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 |
|---|---|---|---|---|---|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 25, 2025 Q2 2025 |
3,383
shares
|
$185,523
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Jul 31, 2025 Q2 2025 |
3,275
shares
|
$179,601
0.03% of portfolio
|
Q1 2025
Added 10.08%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
3,242
shares
|
$177,791
0.01% of portfolio
|
Q1 2025
Reduced 26.49%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jul 29, 2025 Q2 2025 |
3,179
shares
|
$174,336
0.02% of portfolio
|
Q2 2025
Reduced 1.52%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Aug 07, 2025 Q2 2025 |
3,170
shares
|
$173,842
0.0% of portfolio
|
Q2 2025
Added 4.48%
|
|
|
Prairie View Partners, LLC
|
Jul 24, 2025 Q2 2025 |
3,131
shares
|
$171,704
0.02% of portfolio
|
Q1 2025
Reduced 13.05%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Aug 11, 2025 Q2 2025 |
3,026
shares
|
$165,945
0.13% of portfolio
|
Q2 2023
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
3,019
shares
|
$165,561
0.0% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
2,812
shares
|
$154,210
0.0% of portfolio
|
Q3 2025
Added 107.68%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
2,800
shares
|
$153,552
0.02% of portfolio
|
Q2 2023
Added 86.67%
|
|
|
Indiana Trust & Investment Management CO
|
Oct 17, 2025 Q3 2025 |
2,774
shares
|
$152,126
0.05% of portfolio
|
Q2 2025
Reduced 3.65%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Aug 14, 2025 Q2 2025 |
2,675
shares
|
$146,697
0.04% of portfolio
|
Q1 2025
Reduced 5.31%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
2,587
shares
|
$141,871
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Darwin Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
2,446
shares
|
$134,138
0.05% of portfolio
|
Q3 2025
Reduced 14.98%
|
|
|
Clear Investment Research, LLC
|
Aug 04, 2025 Q2 2025 |
2,375
shares
|
$130,245
0.16% of portfolio
|
Q2 2025
Added 0.47%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
2,330
shares
|
$127,777
0.1% of portfolio
|
Q1 2025
Reduced 4.7%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Aug 14, 2025 Q2 2025 |
2,303
shares
|
$126,296
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Urban Financial Advisory Corp
Chicago, IL |
Aug 15, 2025 Q2 2025 |
2,259
shares
|
$123,883
0.06% of portfolio
|
Q2 2025
Added 0.49%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Jul 28, 2025 Q2 2025 |
2,235
shares
|
$122,567
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Heritage Wealth Advisors
|
Aug 11, 2025 Q2 2025 |
2,200
shares
|
$120,648
0.01% of portfolio
|
Q2 2024
Added 543.27%
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
2,167
shares
|
$118,838
0.02% of portfolio
|
Q2 2025
Added 138.66%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
2,164
shares
|
$118,673
0.0% of portfolio
|
Q3 2025
Reduced 16.83%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Aug 13, 2025 Q2 2025 |
2,000
shares
|
$109,680
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
1,994
shares
|
$109,350
0.08% of portfolio
|
Q4 2024
Reduced 93.24%
|
|
|
Trust CO Of Vermont
|
Oct 14, 2025 Q3 2025 |
1,912
shares
|
$104,854
0.0% of portfolio
|
Q1 2025
Reduced 6.64%
|