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 |
|---|---|---|---|---|---|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 07, 2025 Q3 2025 |
1,018
shares
|
$55,827
0.0% of portfolio
|
Q3 2025
Added 7730.77%
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
1,000
shares
|
$54,840
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Nbt Bank N A
|
Oct 28, 2025 Q3 2025 |
999
shares
|
$54,785
0.0% of portfolio
|
Q3 2025
Reduced 6.02%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Oct 02, 2025 Q3 2025 |
995
shares
|
$54,565
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Aug 19, 2025 Q2 2025 |
911
shares
|
$49,959
0.01% of portfolio
|
Q2 2025
Reduced 14.62%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
899
shares
|
$49,301
0.11% of portfolio
|
Q3 2024
Added 26.26%
|
|
|
Family Legacy Financial Solutions, LLC
Cary, NC |
Oct 07, 2025 Q3 2025 |
898
shares
|
$49,246
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Balentine LLC
Atlanta, GA |
Aug 04, 2025 Q2 2025 |
887
shares
|
$48,643
0.0% of portfolio
|
Q2 2025
Reduced 98.3%
|
|
|
Steph & CO
|
Oct 06, 2025 Q3 2025 |
885
shares
|
$48,533
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
853
shares
|
$46,778
0.02% of portfolio
|
Q2 2025
Reduced 15.79%
|
|
|
Crewe Advisors LLC
|
Jul 29, 2025 Q2 2025 |
828
shares
|
$45,407
0.01% of portfolio
|
Q2 2025
Added 208.96%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 21, 2025 Q3 2025 |
816
shares
|
$44,749
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Tfc Financial Management
|
Oct 24, 2025 Q3 2025 |
799
shares
|
$43,817
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Oct 23, 2025 Q3 2025 |
796
shares
|
$43,652
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
768
shares
|
$42,117
0.0% of portfolio
|
Q3 2025
Reduced 4.83%
|
|
|
Fwl Investment Management, LLC
|
Aug 14, 2025 Q2 2025 |
735
shares
|
$40,307
0.01% of portfolio
|
Q3 2024
Reduced 40.73%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
720
shares
|
$39,484
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
704
shares
|
$38,607
0.0% of portfolio
|
Q3 2025
Added 0.43%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
695
shares
|
$38,113
0.0% of portfolio
|
Q4 2024
Added 224.77%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Aug 12, 2025 Q2 2025 |
694
shares
|
$38,058
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
688
shares
|
$37,729
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Aug 06, 2025 Q2 2025 |
688
shares
|
$37,729
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
684
shares
|
$37,510
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
681
shares
|
$37,346
0.0% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
655
shares
|
$35,920
0.0% of portfolio
|
Q1 2025
New holding
|