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 |
|---|---|---|---|---|---|
|
Alesco Advisors LLC
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
402,864
shares
|
$21.5 Million
0.61% of portfolio
|
Q2 2025
Reduced 0.5%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Aug 12, 2025 Q2 2025 |
398,782
shares
|
$21.3 Million
0.69% of portfolio
|
Q2 2025
Added 14.07%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
390,837
shares
|
$20.8 Million
0.03% of portfolio
|
Q2 2025
Added 1.93%
|
|
|
Silver Oak Wealth Management LLC
Edina, MN |
Jul 29, 2025 Q2 2025 |
386,944
shares
|
$20.6 Million
3.8% of portfolio
|
Q2 2025
Added 4.57%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
385,994
shares
|
$20.6 Million
0.79% of portfolio
|
Q2 2025
Added 29.24%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Jul 24, 2025 Q2 2025 |
377,880
shares
|
$20.1 Million
11.01% of portfolio
|
Q2 2025
Added 3.28%
|
|
|
Money Design Co.,Ltd.
|
Jul 30, 2025 Q2 2025 |
376,481
shares
|
$20.1 Million
0.92% of portfolio
|
Q2 2025
Added 4.59%
|
|
|
Leslie Global Wealth, LLC
Itasca, IL |
Aug 13, 2025 Q2 2025 |
376,239
shares
|
$20.1 Million
10.52% of portfolio
|
Q2 2025
Added 3.2%
|
|
|
Ascent Group, LLC
|
Jul 21, 2025 Q2 2025 |
375,369
shares
|
$20 Million
0.8% of portfolio
|
Q2 2025
Reduced 5.01%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Aug 12, 2025 Q2 2025 |
370,454
shares
|
$19.7 Million
2.27% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Williams Financial, LLC
Bennington, VT |
Jul 11, 2025 Q2 2025 |
354,528
shares
|
$18.9 Million
20.23% of portfolio
|
Q2 2025
Reduced 15.19%
|
|
|
Wealth Advisors Of Iowa, LLC
|
May 12, 2025 Q1 2025 |
353,323
shares
|
$18.8 Million
7.76% of portfolio
|
Q1 2025
Added 7.21%
|
|
|
First Heartland Consultants, Inc.
|
Aug 15, 2025 Q2 2025 |
350,380
shares
|
$18.7 Million
1.81% of portfolio
|
Q2 2025
Added 4.54%
|
|
|
Strategic Financial Partners, Ltd.
Bend, OR |
Aug 06, 2025 Q2 2025 |
348,842
shares
|
$18.6 Million
8.72% of portfolio
|
Q2 2025
Added 35.07%
|
|
|
Pure Financial Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
347,277
shares
|
$18.5 Million
0.33% of portfolio
|
Q2 2025
Reduced 2.13%
|
|
|
Retirement Planning Group
|
Jul 30, 2025 Q2 2025 |
345,962
shares
|
$18.4 Million
1.11% of portfolio
|
Q2 2025
Reduced 2.04%
|
|
|
Windsor Capital Management, LLC
|
Jul 11, 2025 Q2 2025 |
344,305
shares
|
$18.4 Million
5.34% of portfolio
|
Q2 2025
Added 1.01%
|
|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
338,386
shares
|
$18 Million
1.84% of portfolio
|
Q2 2025
Added 56.54%
|
|
|
Navalign, LLC
|
Aug 04, 2025 Q2 2025 |
337,943
shares
|
$18 Million
4.94% of portfolio
|
Q2 2025
Reduced 2.38%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
336,728
shares
|
$18 Million
1.55% of portfolio
|
Q2 2025
Added 22.17%
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
335,368
shares
|
$17.9 Million
8.89% of portfolio
|
Q1 2023
Added 0.29%
|
|
|
Destiny Capital Corp/Co
Golden, CO |
Aug 06, 2025 Q2 2025 |
333,034
shares
|
$17.8 Million
10.53% of portfolio
|
Q2 2025
Added 7.44%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
332,418
shares
|
$17.7 Million
0.03% of portfolio
|
Q2 2025
Reduced 7.13%
|
|
|
Mc Adam, LLC
|
Jul 15, 2025 Q2 2025 |
330,910
shares
|
$17.6 Million
0.97% of portfolio
|
Q2 2025
Added 23.07%
|
|
|
Freestate Advisors LLC
Overland Park, KS |
Jul 16, 2025 Q2 2025 |
327,023
shares
|
$17.4 Million
15.49% of portfolio
|
Q2 2025
Reduced 1.56%
|