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 |
|---|---|---|---|---|---|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
571
shares
|
$30,440
0.0% of portfolio
|
Q2 2023
Added 0.53%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
569
shares
|
$30,333
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
May 09, 2025 Q1 2025 |
569
shares
|
$30,333
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Headlands Technologies LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
562
shares
|
$29,960
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Apr 30, 2025 Q1 2025 |
553
shares
|
$29,480
0.01% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
544
shares
|
$29,000
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
544
shares
|
$29,000
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
535
shares
|
$28,520
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Tompkins Financial Corp
|
Jul 10, 2025 Q2 2025 |
526
shares
|
$28,041
0.0% of portfolio
|
Q2 2025
Added 4681.82%
|
|
|
Fiduciary Advisors, Inc.
St. Louis, MO |
Jul 17, 2025 Q2 2025 |
502
shares
|
$26,761
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Elite Financial, Inc.
Lewiston, ID |
Apr 29, 2025 Q1 2025 |
500
shares
|
$26,655
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
480
shares
|
$25,588
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
430
shares
|
$22,923
0.0% of portfolio
|
Q1 2025
Reduced 67.67%
|
|
|
Hartford Financial Management Inc.
|
Apr 21, 2025 Q1 2025 |
420
shares
|
$22,390
0.0% of portfolio
|
Q3 2024
Reduced 8.5%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
May 14, 2025 Q1 2025 |
404
shares
|
$21,537
0.0% of portfolio
|
Q3 2024
Reduced 30.58%
|
|
|
Game Plan Financial Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
375
shares
|
$19,991
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jul 22, 2025 Q2 2025 |
360
shares
|
$19,191
0.01% of portfolio
|
Q2 2025
Reduced 26.83%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
357
shares
|
$19,031
0.0% of portfolio
|
Q2 2024
Added 2.59%
|
|
|
Capital Advisors, Ltd. LLC
|
Jul 24, 2025 Q2 2025 |
355
shares
|
$18,925
0.0% of portfolio
|
Q2 2025
Added 29.09%
|
|
|
Hanson & Doremus Investment Management
|
Jul 17, 2025 Q2 2025 |
353
shares
|
$18,818
0.0% of portfolio
|
Q2 2024
Added 592.16%
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
340
shares
|
$18,125
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
May 15, 2025 Q1 2025 |
328
shares
|
$17,485
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
325
shares
|
$17,325
0.0% of portfolio
|
Q4 2023
Added 78.57%
|
|
|
Atwood & Palmer Inc
|
Jul 08, 2025 Q2 2025 |
306
shares
|
$16,312
0.0% of portfolio
|
Q2 2025
Reduced 92.48%
|
|
|
City Holding CO
|
Jul 17, 2025 Q2 2025 |
305
shares
|
$16,259
0.0% of portfolio
|
Q4 2024
Reduced 3.17%
|