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 |
|---|---|---|---|---|---|
|
Capital A Wealth Management, LLC
New Castle, PA |
Sep 25, 2025 Q2 2025 |
1,853
shares
|
$101,618
0.97% of portfolio
|
Q2 2025
Added 5047.22%
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
1,841
shares
|
$100,960
0.1% of portfolio
|
Q3 2025
Reduced 32.47%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
1,693
shares
|
$92,844
0.01% of portfolio
|
Q2 2024
Added 0.47%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,641
shares
|
$89,992
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Aug 12, 2025 Q2 2025 |
1,628
shares
|
$89,279
0.03% of portfolio
|
Q2 2025
Reduced 15.08%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Jul 15, 2025 Q2 2025 |
1,628
shares
|
$89,279
0.03% of portfolio
|
Q2 2025
Added 0.49%
|
|
|
Future Financial Wealth Managment LLC
|
Oct 15, 2025 Q3 2025 |
1,627
shares
|
$89,224
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
Aug 08, 2025 Q2 2025 |
1,514
shares
|
$83,027
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Nvwm, LLC
|
Oct 16, 2025 Q3 2025 |
1,461
shares
|
$80,121
0.02% of portfolio
|
Q1 2022
Reduced 28.56%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
1,346
shares
|
$73,814
0.01% of portfolio
|
Q2 2025
Reduced 0.3%
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Oct 21, 2025 Q3 2025 |
1,322
shares
|
$72,498
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Thompson Investment Management, Inc.
|
Oct 17, 2025 Q3 2025 |
1,290
shares
|
$70,743
0.01% of portfolio
|
Q2 2025
Added 0.86%
|
|
|
Claremont Financial Group, Inc.
Claremont, CA |
Aug 15, 2022 Q1 2022 |
1,250
shares
|
$68,550
0.22% of portfolio
|
Q1 2022
Added 25.0%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Aug 12, 2025 Q2 2025 |
1,243
shares
|
$68,166
0.04% of portfolio
|
Q2 2025
Added 15.2%
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
1,212
shares
|
$66,466
0.0% of portfolio
|
Q4 2024
Reduced 40.5%
|
|
|
Optimum Investment Advisors
|
Oct 20, 2025 Q3 2025 |
1,200
shares
|
$65,808
0.03% of portfolio
|
Q4 2022
Reduced 62.5%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
1,188
shares
|
$65,149
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
First Financial Corp
|
Oct 09, 2025 Q3 2025 |
1,157
shares
|
$63,449
0.03% of portfolio
|
Q3 2024
Reduced 21.19%
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Oct 14, 2025 Q3 2025 |
1,118
shares
|
$61,311
0.05% of portfolio
|
Q3 2025
Reduced 25.76%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
1,095
shares
|
$60,049
0.01% of portfolio
|
Q1 2024
Added 3.79%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
1,076
shares
|
$59,007
0.02% of portfolio
|
Q1 2024
Reduced 70.63%
|
|
|
Ballast Advisors LLC
|
Jul 31, 2025 Q2 2025 |
1,062
shares
|
$58,240
0.02% of portfolio
|
Q2 2025
Reduced 7.33%
|
|
|
Access Investment Management LLC
Atlanta, GA |
Aug 05, 2025 Q2 2025 |
1,050
shares
|
$57,582
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Westside Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
1,044
shares
|
$57,252
0.01% of portfolio
|
Q1 2025
Reduced 5.35%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Oct 29, 2025 Q3 2025 |
1,030
shares
|
$56,485
0.01% of portfolio
|
Q3 2025
New holding
|