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 1,122 institutions that hold shares in the stock, with a total of 454 Million shares, which have been reported (via 13F filing form) to have a value of $24.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
1,354
shares
|
$72,181
0.0% of portfolio
|
Q2 2025
Added 5.95%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
1,350
shares
|
$71,968
0.02% of portfolio
|
Q1 2025
Reduced 3.09%
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
1,322
shares
|
$70,475
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Thompson Investment Management, Inc.
|
Jul 24, 2025 Q2 2025 |
1,290
shares
|
$68,769
0.01% of portfolio
|
Q2 2025
Added 0.86%
|
|
|
Family Management Corp
New York, NY |
May 15, 2025 Q1 2025 |
1,266
shares
|
$67,490
0.01% of portfolio
|
Q3 2023
Reduced 28.56%
|
|
|
Claremont Financial Group, Inc.
Claremont, CA |
Aug 15, 2022 Q1 2022 |
1,250
shares
|
$66,637
0.22% of portfolio
|
Q1 2022
Added 25.0%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
1,212
shares
|
$64,611
0.01% of portfolio
|
Q4 2024
Reduced 40.5%
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
1,208
shares
|
$64,398
0.0% of portfolio
|
Q1 2025
Added 475.24%
|
|
|
Optimum Investment Advisors
|
Apr 30, 2025 Q1 2025 |
1,200
shares
|
$63,972
0.03% of portfolio
|
Q4 2022
Reduced 62.5%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
1,188
shares
|
$63,332
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
First Financial Corp
|
Jul 09, 2025 Q2 2025 |
1,157
shares
|
$61,679
0.03% of portfolio
|
Q3 2024
Reduced 21.19%
|
|
|
Ballast Advisors LLC
|
May 07, 2025 Q1 2025 |
1,146
shares
|
$61,093
0.02% of portfolio
|
Q1 2025
Reduced 33.18%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
May 12, 2025 Q1 2025 |
1,095
shares
|
$58,374
0.01% of portfolio
|
Q1 2024
Added 3.79%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
May 15, 2025 Q1 2025 |
1,079
shares
|
$57,521
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
1,076
shares
|
$57,361
0.02% of portfolio
|
Q1 2024
Reduced 70.63%
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
1,067
shares
|
$56,881
0.01% of portfolio
|
Q1 2025
Reduced 16.77%
|
|
|
Nbt Bank N A
|
Jul 23, 2025 Q2 2025 |
1,063
shares
|
$56,668
0.0% of portfolio
|
Q2 2025
Reduced 9.07%
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
1,044
shares
|
$55,655
0.01% of portfolio
|
Q1 2025
Reduced 5.35%
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
1,013
shares
|
$54,003
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
1,000
shares
|
$53,310
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
1,000
shares
|
$53,310
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jul 07, 2025 Q2 2025 |
995
shares
|
$53,043
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Phillips Financial Management, LLC
|
Apr 30, 2025 Q1 2025 |
974
shares
|
$51,923
0.0% of portfolio
|
Q4 2024
Reduced 63.18%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
899
shares
|
$47,925
0.11% of portfolio
|
Q3 2024
Added 26.26%
|
|
|
Steph & CO
|
Jul 16, 2025 Q2 2025 |
885
shares
|
$47,179
0.02% of portfolio
|
Q3 2024
New holding
|