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 1,182 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 |
|---|---|---|---|---|---|
|
Symphony Financial, Ltd. Co.
|
Oct 31, 2025 Q3 2025 |
258,524
shares
|
$14.5 Million
1.75% of portfolio
|
Q3 2025
Added 3.51%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Oct 30, 2025 Q3 2025 |
256,570
shares
|
$14.4 Million
2.41% of portfolio
|
Q3 2025
Added 7.65%
|
|
|
Cbm Financial, LLC
Austin, TX |
May 20, 2025 Q1 2025 |
255,334
shares
|
$14.3 Million
10.59% of portfolio
|
Q1 2025
New holding
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Nov 10, 2025 Q3 2025 |
254,579
shares
|
$14.3 Million
6.4% of portfolio
|
Q3 2025
Added 8.16%
|
|
|
Meridian Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
254,451
shares
|
$14.3 Million
0.56% of portfolio
|
Q3 2025
Added 1.25%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Nov 04, 2025 Q3 2025 |
248,810
shares
|
$14 Million
5.07% of portfolio
|
Q3 2025
Added 5.05%
|
|
|
Millington Financial Advisors, LLC
Naperville, IL |
Oct 30, 2025 Q3 2025 |
248,321
shares
|
$13.9 Million
6.59% of portfolio
|
Q3 2025
Reduced 7.53%
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
244,890
shares
|
$13.8 Million
0.18% of portfolio
|
Q3 2025
Added 5.57%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
242,701
shares
|
$13.6 Million
0.35% of portfolio
|
Q3 2025
Reduced 6.04%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
242,062
shares
|
$13.6 Million
0.07% of portfolio
|
Q3 2025
Added 22.02%
|
|
|
Legacy Financial Group LLC
|
Jan 06, 2026 Q3 2025 |
238,268
shares
|
$13.4 Million
2.15% of portfolio
|
Q3 2025
Reduced 2.28%
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Oct 01, 2025 Q3 2025 |
235,375
shares
|
$13.2 Million
2.73% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Diligent Investors, LLC
|
Nov 13, 2025 Q3 2025 |
232,048
shares
|
$13 Million
3.79% of portfolio
|
Q3 2025
Reduced 18.97%
|
|
|
Optimist Retirement Group LLC
Bellevue, WA |
Nov 17, 2025 Q3 2025 |
231,364
shares
|
$13 Million
5.93% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
New Square Capital LLC
|
Nov 12, 2025 Q3 2025 |
230,011
shares
|
$12.9 Million
0.89% of portfolio
|
Q3 2025
Reduced 0.99%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 31, 2025 Q3 2025 |
228,330
shares
|
$12.8 Million
0.54% of portfolio
|
Q3 2025
Added 2.94%
|
|
|
Financial Council Asset Management Inc
|
Oct 15, 2025 Q3 2025 |
226,010
shares
|
$12.7 Million
5.59% of portfolio
|
Q3 2025
Added 1.51%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
224,300
shares
|
$12.6 Million
0.46% of portfolio
|
Q3 2025
Reduced 13.44%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
222,516
shares
|
$12.5 Million
0.04% of portfolio
|
Q3 2025
Added 145.38%
|
|
|
Reston Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
221,374
shares
|
$12.4 Million
3.97% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
Meritage Portfolio Management
|
Oct 27, 2025 Q3 2025 |
217,260
shares
|
$12.2 Million
0.82% of portfolio
|
Q3 2025
Reduced 2.84%
|
|
|
Collier Financial
Denver, CO |
Nov 05, 2025 Q3 2025 |
213,944
shares
|
$12 Million
8.9% of portfolio
|
Q3 2025
Added 28.61%
|
|
|
Hofer & Associates. Inc
Thousand Oaks, CA |
Oct 20, 2025 Q3 2025 |
210,495
shares
|
$11.8 Million
6.98% of portfolio
|
Q3 2025
Added 0.7%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Oct 22, 2025 Q3 2025 |
210,425
shares
|
$11.8 Million
4.95% of portfolio
|
Q3 2025
Reduced 0.71%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Oct 17, 2025 Q3 2025 |
206,547
shares
|
$11.6 Million
1.35% of portfolio
|
Q3 2025
Reduced 4.2%
|
|