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 1,151 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 $23.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Team Financial Group, LLC
Temecula, CA |
Jul 21, 2025 Q2 2025 |
277
shares
|
$14,766
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
264
shares
|
$14,073
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Aug 12, 2025 Q2 2025 |
263
shares
|
$14,020
0.01% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
American National Bank
|
Jul 16, 2025 Q2 2025 |
260
shares
|
$13,860
0.0% of portfolio
|
Q3 2024
Reduced 49.32%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
259
shares
|
$13,807
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Boreal Capital Management LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
250
shares
|
$13,327
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Aug 12, 2025 Q2 2025 |
247
shares
|
$13,167
0.0% of portfolio
|
Q2 2025
Reduced 33.6%
|
|
|
Flaharty Asset Management, LLC
|
Aug 08, 2025 Q2 2025 |
242
shares
|
$12,901
0.0% of portfolio
|
Q2 2025
Reduced 60.78%
|
|
|
Northwest Capital Management Inc
|
Jul 25, 2025 Q2 2025 |
233
shares
|
$12,421
0.01% of portfolio
|
Q2 2025
Reduced 94.68%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
231
shares
|
$12,314
0.0% of portfolio
|
Q2 2025
Added 579.41%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
220
shares
|
$11,728
0.0% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Avion Wealth
The Woodlands, TX |
Jul 30, 2025 Q2 2025 |
210
shares
|
$11,195
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
207
shares
|
$11,035
0.01% of portfolio
|
Q1 2025
Reduced 8.81%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Aug 11, 2025 Q2 2025 |
207
shares
|
$11,035
0.01% of portfolio
|
Q2 2025
Added 0.49%
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
202
shares
|
$10,768
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Aug 07, 2025 Q2 2025 |
198
shares
|
$10,555
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
189
shares
|
$10,075
0.0% of portfolio
|
Q2 2025
Reduced 86.58%
|
|
|
Quaker Wealth Management, LLC
|
Aug 01, 2025 Q2 2025 |
183
shares
|
$9,755
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
181
shares
|
$9,649
0.0% of portfolio
|
Q2 2025
Reduced 88.57%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Aug 12, 2025 Q2 2025 |
181
shares
|
$9,649
0.01% of portfolio
|
Q1 2025
Added 43.65%
|
|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Aug 04, 2025 Q2 2025 |
181
shares
|
$9,649
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Byrne Asset Management LLC
|
Jul 09, 2025 Q2 2025 |
177
shares
|
$9,435
0.01% of portfolio
|
Q3 2024
Added 84.75%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Aug 06, 2025 Q2 2025 |
174
shares
|
$9,275
0.0% of portfolio
|
Q1 2025
Reduced 54.09%
|
|
|
United Community Bank
Greenville, SC |
Jul 31, 2025 Q2 2025 |
168
shares
|
$8,956
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Marshall & Sullivan Inc
|
Jul 11, 2025 Q2 2025 |
157
shares
|
$8,369
0.0% of portfolio
|
Q2 2025
New holding
|