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 |
|---|---|---|---|---|---|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Aug 11, 2025 Q2 2025 |
655
shares
|
$35,920
0.01% of portfolio
|
Q2 2025
Added 13.32%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
651
shares
|
$35,700
0.0% of portfolio
|
Q4 2022
Added 0.62%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
640
shares
|
$35,097
0.0% of portfolio
|
Q2 2025
Added 63900.0%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
627
shares
|
$34,384
0.0% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
608
shares
|
$33,342
0.02% of portfolio
|
Q4 2024
Added 19.45%
|
|
|
Plante Moran Financial Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
605
shares
|
$33,178
0.0% of portfolio
|
Q1 2025
Reduced 30.62%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Oct 22, 2025 Q3 2025 |
597
shares
|
$32,739
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
591
shares
|
$32,410
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Barclays PLC
London, X0 |
Aug 14, 2025 Q2 2025 |
580
shares
|
$31,807
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Oct 24, 2025 Q3 2025 |
575
shares
|
$31,533
0.01% of portfolio
|
Q2 2025
Added 16.16%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
571
shares
|
$31,313
0.0% of portfolio
|
Q2 2023
Added 0.53%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
569
shares
|
$31,203
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Aug 12, 2025 Q2 2025 |
569
shares
|
$31,203
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
555
shares
|
$30,436
0.0% of portfolio
|
Q2 2025
Reduced 91.76%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Aug 11, 2025 Q2 2025 |
554
shares
|
$30,381
0.01% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
544
shares
|
$29,832
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
544
shares
|
$29,832
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Oct 28, 2025 Q3 2025 |
535
shares
|
$29,339
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Cva Family Office, LLC
|
Oct 30, 2025 Q3 2025 |
534
shares
|
$29,284
0.0% of portfolio
|
Q3 2025
Added 6.59%
|
|
|
Tompkins Financial Corp
|
Oct 08, 2025 Q3 2025 |
526
shares
|
$28,845
0.0% of portfolio
|
Q2 2025
Added 4681.82%
|
|
|
Fiduciary Advisors, Inc.
St. Louis, MO |
Oct 14, 2025 Q3 2025 |
505
shares
|
$27,694
0.02% of portfolio
|
Q3 2025
Added 0.6%
|
|
|
Atlantic Private Wealth, LLC
|
Aug 11, 2025 Q2 2025 |
503
shares
|
$27,584
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
430
shares
|
$23,581
0.0% of portfolio
|
Q2 2024
Added 47.78%
|
|
|
Hartford Financial Management Inc.
|
Oct 27, 2025 Q3 2025 |
420
shares
|
$23,032
0.01% of portfolio
|
Q3 2024
Reduced 8.5%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
404
shares
|
$22,155
0.0% of portfolio
|
Q3 2024
Reduced 30.58%
|