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 1,180 institutions that hold shares in the stock, with a total of 475 Million shares, which have been reported (via 13F filing form) to have a value of $26.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Measured Wealth Private Client Group, LLC
|
Nov 14, 2025 Q3 2025 |
530,255
shares
|
$29.8 Million
8.06% of portfolio
|
Q3 2025
Added 0.35%
|
|
|
Brandywine Oak Private Wealth LLC
|
Oct 30, 2025 Q3 2025 |
521,906
shares
|
$29.3 Million
2.52% of portfolio
|
Q3 2025
Added 0.4%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Nov 07, 2025 Q3 2025 |
506,340
shares
|
$28.4 Million
3.44% of portfolio
|
Q3 2025
Reduced 0.86%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Oct 30, 2025 Q3 2025 |
499,453
shares
|
$28.1 Million
1.02% of portfolio
|
Q3 2025
Reduced 2.88%
|
|
|
Rodgers & Associates, LTD
|
Nov 05, 2025 Q3 2025 |
492,991
shares
|
$27.7 Million
2.82% of portfolio
|
Q3 2025
Added 1.09%
|
|
|
Erts Wealth Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
487,075
shares
|
$27.4 Million
8.7% of portfolio
|
Q3 2025
Added 3.71%
|
|
|
Riversedge Advisors, LLC
|
Oct 09, 2025 Q3 2025 |
481,870
shares
|
$27.1 Million
4.61% of portfolio
|
Q3 2025
Reduced 4.33%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
481,419
shares
|
$27 Million
0.66% of portfolio
|
Q3 2025
Added 5.41%
|
|
|
Harbor Group, Inc.
|
Oct 14, 2025 Q3 2025 |
477,340
shares
|
$26.8 Million
4.41% of portfolio
|
Q3 2025
Added 0.95%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
474,416
shares
|
$26.6 Million
0.11% of portfolio
|
Q3 2025
Reduced 21.67%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
464,743
shares
|
$26.1 Million
1.38% of portfolio
|
Q3 2022
Reduced 0.47%
|
|
|
Michael S. Ryan, Inc.
Albany, NY |
Jan 05, 2026 Q4 2025 |
463,013
shares
|
$26 Million
16.4% of portfolio
|
Q4 2025
Added 0.37%
|
|
|
Sky Oak Wealth, LLC
|
Oct 23, 2025 Q3 2025 |
453,593
shares
|
$25.5 Million
4.78% of portfolio
|
Q3 2025
Added 1.23%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Nov 12, 2025 Q3 2025 |
452,010
shares
|
$25.4 Million
0.85% of portfolio
|
Q3 2025
Added 17.1%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
445,245
shares
|
$25 Million
0.15% of portfolio
|
Q4 2024
Added 8.99%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2025 Q3 2025 |
444,830
shares
|
$25 Million
0.72% of portfolio
|
Q3 2025
Added 11.55%
|
|
|
Visionary Horizons, LLC
Knoxville, TN |
Oct 23, 2025 Q3 2025 |
442,761
shares
|
$24.9 Million
13.67% of portfolio
|
Q3 2025
Added 0.85%
|
|
|
Potentia Wealth
San Jose, CA |
Nov 12, 2025 Q3 2025 |
441,335
shares
|
$24.8 Million
9.32% of portfolio
|
Q3 2025
Added 5.55%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
441,220
shares
|
$24.8 Million
0.13% of portfolio
|
Q2 2025
Added 0.95%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
434,266
shares
|
$24.4 Million
0.04% of portfolio
|
Q3 2025
Reduced 4.13%
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
432,987
shares
|
$24.3 Million
1.33% of portfolio
|
Q3 2025
Added 2.47%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
427,527
shares
|
$24 Million
0.04% of portfolio
|
Q3 2025
Added 28.61%
|
|
|
Mbe Wealth Management, LLC
|
Oct 27, 2025 Q3 2025 |
426,657
shares
|
$24 Million
11.13% of portfolio
|
Q3 2025
Added 0.69%
|
|
|
Leslie Global Wealth, LLC
Itasca, IL |
Oct 22, 2025 Q3 2025 |
417,960
shares
|
$23.5 Million
10.85% of portfolio
|
Q3 2025
Added 11.09%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
416,022
shares
|
$23.4 Million
0.03% of portfolio
|
Q3 2025
Added 6.44%
|
|