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 472 Million shares, which have been reported (via 13F filing form) to have a value of $26.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 17, 2025 Q3 2025 |
81,729,362
shares
|
$4.59 Billion
8.66% of portfolio
|
Q3 2025
Added 0.79%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
46,442,555
shares
|
$2.61 Billion
0.8% of portfolio
|
Q3 2025
Added 2.88%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
22,225,128
shares
|
$1.25 Billion
0.16% of portfolio
|
Q3 2025
Added 682.83%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
16,630,130
shares
|
$934 Million
4.32% of portfolio
|
Q2 2025
Added 2.61%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
8,969,129
shares
|
$504 Million
0.03% of portfolio
|
Q3 2025
Reduced 8.44%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
8,575,647
shares
|
$482 Million
0.11% of portfolio
|
Q3 2025
Added 3.68%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
8,508,257
shares
|
$478 Million
6.19% of portfolio
|
Q3 2025
Added 2.86%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
7,456,598
shares
|
$419 Million
0.03% of portfolio
|
Q3 2025
Added 9.64%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
7,272,363
shares
|
$408 Million
0.07% of portfolio
|
Q3 2025
Added 10.02%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
6,637,438
shares
|
$373 Million
0.03% of portfolio
|
Q3 2025
Added 2.45%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
5,924,177
shares
|
$333 Million
0.11% of portfolio
|
Q3 2025
Added 1.77%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2025 Q3 2025 |
5,608,199
shares
|
$315 Million
8.77% of portfolio
|
Q3 2025
Added 7.56%
|
|
|
Willis Johnson & Associates, Inc.
|
Nov 06, 2025 Q3 2025 |
5,218,947
shares
|
$293 Million
17.92% of portfolio
|
Q3 2025
Added 18.8%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
4,871,550
shares
|
$274 Million
2.1% of portfolio
|
Q3 2025
Reduced 0.16%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
Oct 29, 2025 Q3 2025 |
4,732,922
shares
|
$266 Million
3.5% of portfolio
|
Q3 2025
Added 12.98%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
4,598,469
shares
|
$258 Million
0.42% of portfolio
|
Q3 2025
Added 3.19%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Oct 10, 2025 Q3 2025 |
4,546,337
shares
|
$255 Million
6.89% of portfolio
|
Q3 2025
Added 3.7%
|
|
|
Vantagepoint Investment Advisers LLC
|
Oct 31, 2025 Q3 2025 |
4,463,460
shares
|
$251 Million
2.1% of portfolio
|
Q3 2025
New holding
|
|
|
North Rock Partners, LLC
|
Nov 13, 2025 Q3 2025 |
4,436,679
shares
|
$249 Million
4.92% of portfolio
|
Q2 2025
Added 4.26%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
4,334,304
shares
|
$243 Million
0.04% of portfolio
|
Q2 2025
Added 10.75%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
4,330,027
shares
|
$243 Million
0.59% of portfolio
|
Q3 2025
Added 13.26%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
4,232,189
shares
|
$238 Million
0.3% of portfolio
|
Q3 2024
Added 0.65%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
4,107,926
shares
|
$231 Million
0.28% of portfolio
|
Q3 2025
Added 10.73%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
4,074,439
shares
|
$229 Million
0.68% of portfolio
|
Q3 2025
Reduced 2.72%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
3,657,109
shares
|
$205 Million
0.3% of portfolio
|
Q3 2025
Reduced 1.89%
|
|