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 |
|---|---|---|---|---|---|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
262,582
shares
|
$14 Million
0.05% of portfolio
|
Q2 2025
Reduced 0.35%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
262,373
shares
|
$14 Million
0.03% of portfolio
|
Q2 2025
Added 1.68%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
260,687
shares
|
$13.9 Million
0.26% of portfolio
|
Q2 2025
Added 0.45%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
259,141
shares
|
$13.8 Million
0.56% of portfolio
|
Q2 2025
Reduced 10.42%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
258,306
shares
|
$13.8 Million
0.38% of portfolio
|
Q2 2025
Reduced 13.08%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
257,796
shares
|
$13.7 Million
0.32% of portfolio
|
Q2 2025
Added 12.55%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
256,973
shares
|
$13.7 Million
0.0% of portfolio
|
Q2 2025
Added 764.59%
|
|
|
Cbm Financial, LLC
Austin, TX |
May 20, 2025 Q1 2025 |
255,334
shares
|
$13.6 Million
10.59% of portfolio
|
Q1 2025
New holding
|
|
|
Sargent Investment Group, LLC
|
Aug 14, 2025 Q2 2025 |
254,576
shares
|
$13.6 Million
1.9% of portfolio
|
Q2 2025
Reduced 9.32%
|
|
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
Jul 15, 2025 Q2 2025 |
253,953
shares
|
$13.5 Million
4.09% of portfolio
|
Q2 2025
Reduced 8.74%
|
|
|
Meridian Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
251,319
shares
|
$13.4 Million
0.58% of portfolio
|
Q2 2025
Reduced 0.93%
|
|
|
Symphony Financial, Ltd. Co.
|
Aug 14, 2025 Q2 2025 |
249,751
shares
|
$13.3 Million
1.14% of portfolio
|
Q2 2025
New holding
|
|
|
Legacy Financial Group LLC
|
Jul 15, 2025 Q2 2025 |
243,837
shares
|
$13 Million
2.16% of portfolio
|
Q2 2025
Added 16.8%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
238,743
shares
|
$12.7 Million
0.15% of portfolio
|
Q2 2025
Reduced 13.05%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Jul 30, 2025 Q2 2025 |
238,341
shares
|
$12.7 Million
2.28% of portfolio
|
Q2 2025
Added 5.33%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Aug 06, 2025 Q2 2025 |
236,858
shares
|
$12.6 Million
4.82% of portfolio
|
Q2 2025
Added 6.55%
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
236,701
shares
|
$12.6 Million
1.38% of portfolio
|
Q2 2025
Reduced 27.01%
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Jul 31, 2025 Q2 2025 |
235,619
shares
|
$12.6 Million
2.8% of portfolio
|
Q2 2025
Added 8.02%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Jul 18, 2025 Q2 2025 |
235,365
shares
|
$12.5 Million
6.08% of portfolio
|
Q2 2025
Added 9.07%
|
|
|
New Square Capital LLC
|
Aug 05, 2025 Q2 2025 |
232,312
shares
|
$12.4 Million
0.9% of portfolio
|
Q2 2025
Added 1.24%
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
231,966
shares
|
$12.4 Million
0.18% of portfolio
|
Q2 2025
Added 10.93%
|
|
|
Optimist Retirement Group LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
231,117
shares
|
$12.3 Million
5.92% of portfolio
|
Q2 2025
Reduced 0.78%
|
|
|
Novem Group
Rochester, NY |
Jul 16, 2025 Q2 2025 |
230,881
shares
|
$12.3 Million
1.52% of portfolio
|
Q2 2025
Added 3.55%
|
|
|
Power Wealth Management LLC
Roswell, GA |
May 13, 2025 Q1 2025 |
224,715
shares
|
$12 Million
4.64% of portfolio
|
Q1 2025
Added 10.03%
|
|
|
Gibbs Wealth Management
Alpharetta, GA |
Aug 13, 2025 Q2 2025 |
223,841
shares
|
$11.9 Million
2.26% of portfolio
|
Q2 2025
New holding
|