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 |
|---|---|---|---|---|---|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jul 15, 2025 Q2 2025 |
510,733
shares
|
$27.2 Million
3.52% of portfolio
|
Q2 2025
Reduced 6.59%
|
|
|
Riversedge Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
503,703
shares
|
$26.9 Million
5.23% of portfolio
|
Q2 2025
Reduced 7.11%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Aug 11, 2025 Q2 2025 |
500,570
shares
|
$26.7 Million
3.5% of portfolio
|
Q2 2025
Added 8.48%
|
|
|
Alta Wealth Advisors LLC
|
Jul 22, 2025 Q2 2025 |
494,328
shares
|
$26.4 Million
12.22% of portfolio
|
Q2 2025
Added 5.67%
|
|
|
Rodgers & Associates, LTD
|
Jul 29, 2025 Q2 2025 |
487,696
shares
|
$26 Million
2.81% of portfolio
|
Q2 2025
Added 0.77%
|
|
|
Hills Bank & Trust CO
|
Aug 04, 2025 Q2 2025 |
475,061
shares
|
$25.3 Million
1.64% of portfolio
|
Q2 2025
Added 46.17%
|
|
|
Harbor Group, Inc.
|
Jul 14, 2025 Q2 2025 |
472,831
shares
|
$25.2 Million
4.46% of portfolio
|
Q2 2025
Added 3.26%
|
|
|
Ackerman Capital Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
471,136
shares
|
$25.1 Million
5.8% of portfolio
|
Q2 2025
Added 60.16%
|
|
|
Erts Wealth Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
469,660
shares
|
$25 Million
8.48% of portfolio
|
Q2 2025
Reduced 53.74%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
464,743
shares
|
$24.8 Million
1.38% of portfolio
|
Q3 2022
Reduced 0.47%
|
|
|
Michael S. Ryan, Inc.
Albany, NY |
Jul 02, 2025 Q2 2025 |
464,006
shares
|
$24.7 Million
16.28% of portfolio
|
Q2 2025
Added 7.17%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
456,732
shares
|
$24.3 Million
0.81% of portfolio
|
Q2 2025
Added 26.84%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
452,961
shares
|
$24.1 Million
0.05% of portfolio
|
Q2 2025
Reduced 12.23%
|
|
|
Sky Oak Wealth, LLC
|
Jul 30, 2025 Q2 2025 |
448,072
shares
|
$23.9 Million
4.75% of portfolio
|
Q2 2025
Added 6.48%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
445,245
shares
|
$23.7 Million
0.15% of portfolio
|
Q4 2024
Added 8.99%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
441,220
shares
|
$23.5 Million
0.13% of portfolio
|
Q2 2025
Added 0.95%
|
|
|
Visionary Horizons, LLC
Knoxville, TN |
Jul 22, 2025 Q2 2025 |
439,033
shares
|
$23.4 Million
14.54% of portfolio
|
Q2 2025
Reduced 1.31%
|
|
|
Mbe Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
423,743
shares
|
$22.6 Million
10.61% of portfolio
|
Q2 2025
Added 3.02%
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
422,552
shares
|
$22.5 Million
1.36% of portfolio
|
Q2 2025
Reduced 21.17%
|
|
|
Integrated Capital Management, LLC
Bloomfield, MI |
Jul 22, 2025 Q2 2025 |
419,637
shares
|
$22.4 Million
10.64% of portfolio
|
Q2 2025
Added 4.52%
|
|
|
Potentia Wealth
San Jose, CA |
Aug 14, 2025 Q2 2025 |
418,146
shares
|
$22.3 Million
12.47% of portfolio
|
Q2 2025
Added 7.42%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2025 Q2 2025 |
416,777
shares
|
$22.2 Million
1.2% of portfolio
|
Q2 2025
Added 4.45%
|
|
|
Hamilton Capital, LLC
Columbus, OH |
Aug 14, 2025 Q2 2025 |
414,863
shares
|
$22.1 Million
1.3% of portfolio
|
Q2 2025
Added 4.29%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
412,764
shares
|
$22 Million
0.56% of portfolio
|
Q2 2025
Added 6.07%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jul 09, 2025 Q2 2025 |
405,567
shares
|
$21.6 Million
7.9% of portfolio
|
Q2 2025
New holding
|