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 1,164 institutions that hold shares in the stock, with a total of 449 Million shares, which have been reported (via 13F filing form) to have a value of $24.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
118
shares
|
$6,471
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 02, 2025 Q3 2025 |
117
shares
|
$6,416
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Aug 12, 2025 Q2 2025 |
105
shares
|
$5,758
0.0% of portfolio
|
Q2 2025
Reduced 46.15%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
95
shares
|
$5,209
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cnb Bank
Clearfield, PA |
Oct 30, 2025 Q3 2025 |
90
shares
|
$4,935
0.0% of portfolio
|
Q3 2025
Reduced 21.74%
|
|
|
Versant Capital Management, Inc
|
Oct 27, 2025 Q3 2025 |
87
shares
|
$4,771
0.0% of portfolio
|
Q3 2025
Added 3.57%
|
|
|
Group One Trading, L.P.
Chicago, IL |
Aug 13, 2025 Q2 2025 |
83
shares
|
$4,551
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
80
shares
|
$4,387
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Paladin Advisory Group, LLC
|
Aug 06, 2025 Q2 2025 |
61
shares
|
$3,345
0.0% of portfolio
|
Q2 2025
Reduced 75.98%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
61
shares
|
$3,345
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
61
shares
|
$3,345
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Stone House Investment Management, LLC
|
Oct 27, 2025 Q3 2025 |
60
shares
|
$3,290
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
60
shares
|
$3,290
0.0% of portfolio
|
Q2 2025
Reduced 58.04%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
53
shares
|
$2,906
0.0% of portfolio
|
Q1 2025
Added 39.47%
|
|
|
Longview Financial Advisors LLC
San Rafael, CA |
Aug 06, 2025 Q2 2025 |
50
shares
|
$2,742
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
45
shares
|
$2,467
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
43
shares
|
$2,358
0.0% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Spurstone Advisory Services, LLC
Higganum, CT |
Aug 06, 2025 Q2 2025 |
40
shares
|
$2,193
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Horizon Bancorp Inc /In/
Michigan City, IN |
Oct 29, 2025 Q3 2025 |
36
shares
|
$1,974
0.0% of portfolio
|
Q4 2024
Reduced 62.89%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
34
shares
|
$1,864
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
34
shares
|
$1,864
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Aug 01, 2025 Q2 2025 |
31
shares
|
$1,700
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Breakwater Investment Management
Seattle, WA |
Oct 02, 2025 Q3 2025 |
26
shares
|
$1,425
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
16
shares
|
$877
0.0% of portfolio
|
Q1 2025
Reduced 73.33%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Aug 13, 2025 Q2 2025 |
13
shares
|
$712
0.0% of portfolio
|
Q2 2025
New holding
|