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 |
|---|---|---|---|---|---|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
621,125
shares
|
$33.1 Million
1.65% of portfolio
|
Q2 2022
Reduced 9.21%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
619,361
shares
|
$33 Million
1.18% of portfolio
|
Q2 2025
Added 2.01%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
612,942
shares
|
$32.7 Million
0.02% of portfolio
|
Q2 2025
Added 104.49%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Aug 13, 2025 Q2 2025 |
611,808
shares
|
$32.6 Million
3.13% of portfolio
|
Q1 2025
Added 19.14%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
605,651
shares
|
$32.3 Million
0.13% of portfolio
|
Q2 2025
Reduced 23.7%
|
|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
603,545
shares
|
$32.2 Million
7.15% of portfolio
|
Q3 2024
Added 7.41%
|
|
|
Avantax Planning Partners, Inc.
|
Aug 11, 2025 Q2 2025 |
580,273
shares
|
$30.9 Million
0.98% of portfolio
|
Q2 2025
Added 13.89%
|
|
|
E Rn Financial, LLC
|
Jul 17, 2025 Q2 2025 |
579,699
shares
|
$30.9 Million
6.63% of portfolio
|
Q2 2025
Added 4.04%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
576,411
shares
|
$30.7 Million
0.33% of portfolio
|
Q2 2022
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
564,782
shares
|
$30.1 Million
0.16% of portfolio
|
Q2 2025
Added 9.86%
|
|
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
Jul 03, 2025 Q2 2025 |
564,436
shares
|
$30.1 Million
16.36% of portfolio
|
Q2 2025
Added 12.08%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
562,442
shares
|
$30 Million
0.75% of portfolio
|
Q2 2025
Added 3.04%
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
556,641
shares
|
$29.7 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Leicht Financial Planning & Wealth Management, Inc.
|
Aug 08, 2025 Q2 2025 |
555,096
shares
|
$29.6 Million
13.8% of portfolio
|
Q2 2025
Added 26.17%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Aug 05, 2025 Q2 2025 |
554,178
shares
|
$29.5 Million
4.99% of portfolio
|
Q2 2025
Added 7.08%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
545,177
shares
|
$29.1 Million
0.7% of portfolio
|
Q2 2025
Added 5.89%
|
|
|
Fifth Third Securities, Inc.
|
Jul 17, 2025 Q2 2025 |
540,467
shares
|
$28.8 Million
2.18% of portfolio
|
Q2 2025
Added 45.1%
|
|
|
Choice Wealth Advisors, LLC
Waterville, ME |
Jul 08, 2025 Q2 2025 |
538,690
shares
|
$28.7 Million
13.89% of portfolio
|
Q2 2025
Added 0.6%
|
|
|
Inspirion Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
536,296
shares
|
$28.6 Million
3.86% of portfolio
|
Q2 2025
Reduced 1.76%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
529,774
shares
|
$28.2 Million
0.31% of portfolio
|
Q2 2025
Added 2.74%
|
|
|
Measured Wealth Private Client Group, LLC
|
Aug 13, 2025 Q2 2025 |
528,420
shares
|
$28.2 Million
8.39% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
Tsfg, LLC
|
Aug 05, 2025 Q2 2025 |
526,419
shares
|
$28.1 Million
4.99% of portfolio
|
Q2 2025
Reduced 16.46%
|
|
|
Brandywine Oak Private Wealth LLC
|
Jul 24, 2025 Q2 2025 |
519,837
shares
|
$27.7 Million
2.53% of portfolio
|
Q2 2025
Reduced 4.9%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Aug 13, 2025 Q2 2025 |
517,826
shares
|
$27.6 Million
3.01% of portfolio
|
Q2 2025
Added 16.48%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Jul 31, 2025 Q2 2025 |
514,242
shares
|
$27.4 Million
1.66% of portfolio
|
Q2 2025
Reduced 2.02%
|