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 1,181 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 |
|---|---|---|---|---|---|
|
Hamilton Capital, LLC
Columbus, OH |
Aug 14, 2025 Q2 2025 |
414,863
shares
|
$23.3 Million
1.3% of portfolio
|
Q2 2025
Added 4.29%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jul 09, 2025 Q2 2025 |
405,567
shares
|
$22.8 Million
7.9% of portfolio
|
Q2 2025
New holding
|
|
|
Silver Oak Wealth Management LLC
Edina, MN |
Oct 24, 2025 Q3 2025 |
399,756
shares
|
$22.5 Million
3.73% of portfolio
|
Q3 2025
Added 3.31%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
398,257
shares
|
$22.4 Million
0.52% of portfolio
|
Q3 2025
Reduced 3.51%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Oct 28, 2025 Q3 2025 |
395,493
shares
|
$22.2 Million
11.83% of portfolio
|
Q3 2025
Added 4.66%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Oct 28, 2025 Q3 2025 |
390,790
shares
|
$22 Million
0.59% of portfolio
|
Q3 2025
Reduced 3.0%
|
|
|
Wealth Advisors Of Iowa, LLC
|
Nov 14, 2025 Q3 2025 |
381,955
shares
|
$21.5 Million
7.2% of portfolio
|
Q3 2025
Added 8.1%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Jan 05, 2026 Q4 2025 |
381,304
shares
|
$21.4 Million
3.37% of portfolio
|
Q4 2025
Added 41.59%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
377,400
shares
|
$21.2 Million
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Money Design Co.,Ltd.
|
Jul 30, 2025 Q2 2025 |
376,481
shares
|
$21.1 Million
0.92% of portfolio
|
Q2 2025
Added 4.59%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Nov 13, 2025 Q3 2025 |
375,486
shares
|
$21.1 Million
2.35% of portfolio
|
Q3 2025
Added 1.36%
|
|
|
First Heartland Consultants, Inc.
|
Nov 10, 2025 Q3 2025 |
362,714
shares
|
$20.4 Million
1.81% of portfolio
|
Q3 2025
Added 3.52%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
362,645
shares
|
$20.4 Million
0.33% of portfolio
|
Q3 2025
Added 11.08%
|
|
|
Destiny Capital Corp/Co
Golden, CO |
Oct 31, 2025 Q3 2025 |
357,542
shares
|
$20.1 Million
10.81% of portfolio
|
Q3 2025
Added 7.36%
|
|
|
Williams Financial, LLC
Bennington, VT |
Oct 24, 2025 Q3 2025 |
353,680
shares
|
$19.9 Million
20.19% of portfolio
|
Q3 2025
Reduced 0.24%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Oct 21, 2025 Q3 2025 |
350,164
shares
|
$19.7 Million
0.71% of portfolio
|
Q3 2025
Added 24.99%
|
|
|
Clear Creek Financial Management, LLC
|
Nov 07, 2025 Q3 2025 |
348,005
shares
|
$19.5 Million
1.83% of portfolio
|
Q3 2025
Added 2.84%
|
|
|
Horizon Financial Services, LLC
|
Nov 12, 2025 Q3 2025 |
345,682
shares
|
$19.4 Million
9.19% of portfolio
|
Q3 2025
Added 9.06%
|
|
|
Strategic Financial Partners, Ltd.
Bend, OR |
Nov 06, 2025 Q3 2025 |
345,521
shares
|
$19.4 Million
8.91% of portfolio
|
Q3 2025
Reduced 0.95%
|
|
|
Windsor Capital Management, LLC
|
Oct 06, 2025 Q3 2025 |
345,332
shares
|
$19.4 Million
5.36% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Ascent Group, LLC
|
Oct 20, 2025 Q3 2025 |
344,932
shares
|
$19.4 Million
0.72% of portfolio
|
Q3 2025
Reduced 8.11%
|
|
|
Freestate Advisors LLC
Overland Park, KS |
Oct 07, 2025 Q3 2025 |
342,740
shares
|
$19.3 Million
16.2% of portfolio
|
Q3 2025
Added 4.81%
|
|
|
Navalign, LLC
|
Nov 12, 2025 Q3 2025 |
341,316
shares
|
$19.2 Million
5.05% of portfolio
|
Q3 2025
Added 1.0%
|
|
|
Pure Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
340,189
shares
|
$19.1 Million
0.31% of portfolio
|
Q3 2025
Reduced 2.04%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 21, 2025 Q3 2025 |
339,183
shares
|
$19.1 Million
1.54% of portfolio
|
Q3 2025
Added 0.73%
|
|