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 1,119 institutions that hold shares in the stock, with a total of 455 Million shares, which have been reported (via 13F filing form) to have a value of $24 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
172,125
shares
|
$9.09 Million
0.12% of portfolio
|
Q1 2025
Added 13.66%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
May 15, 2025 Q1 2025 |
167,888
shares
|
$8.86 Million
2.13% of portfolio
|
Q1 2025
Reduced 12.26%
|
|
|
Waller Financial Planning Group, Inc
|
Jul 02, 2025 Q2 2025 |
166,373
shares
|
$8.78 Million
2.1% of portfolio
|
Q2 2025
Added 24.98%
|
|
|
Collier Financial
Denver, CO |
Apr 15, 2025 Q1 2025 |
166,349
shares
|
$8.78 Million
7.22% of portfolio
|
Q1 2025
New holding
|
|
|
Juncture Wealth Strategies, LLC
|
Jul 08, 2025 Q2 2025 |
165,137
shares
|
$8.72 Million
3.08% of portfolio
|
Q2 2025
Reduced 5.93%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
163,483
shares
|
$8.63 Million
1.82% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
|
Gunma Bank,Ltd.
|
Jul 14, 2025 Q2 2025 |
163,200
shares
|
$8.62 Million
2.79% of portfolio
|
Q2 2025
Reduced 7.38%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Apr 14, 2025 Q1 2025 |
163,019
shares
|
$8.61 Million
1.36% of portfolio
|
Q1 2025
Added 7.1%
|
|
|
Cobblestone Asset Management LLC
Richmond, VA |
Jul 14, 2025 Q2 2025 |
162,352
shares
|
$8.57 Million
4.47% of portfolio
|
Q2 2025
Added 5.03%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
162,094
shares
|
$8.56 Million
0.09% of portfolio
|
Q1 2025
Reduced 45.42%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
May 02, 2025 Q1 2025 |
160,166
shares
|
$8.46 Million
1.56% of portfolio
|
Q1 2025
Reduced 14.85%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
158,232
shares
|
$8.35 Million
0.34% of portfolio
|
Q3 2022
Reduced 6.05%
|
|
|
Cardinal Strategic Wealth Guidance
|
Jul 21, 2025 Q2 2025 |
158,229
shares
|
$8.35 Million
2.42% of portfolio
|
Q2 2025
Added 11.09%
|
|
|
Trilogy Capital Inc.
|
Jul 18, 2025 Q2 2025 |
158,035
shares
|
$8.34 Million
0.4% of portfolio
|
Q2 2025
Added 4.3%
|
|
|
Quent Capital, LLC
|
Jul 21, 2025 Q2 2025 |
157,945
shares
|
$8.34 Million
0.83% of portfolio
|
Q2 2025
Reduced 3.38%
|
|
|
Auour Investments LLC
Wenham, MA |
May 01, 2025 Q1 2025 |
156,481
shares
|
$8.26 Million
2.97% of portfolio
|
Q1 2025
Added 7.78%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
154,854
shares
|
$8.18 Million
0.16% of portfolio
|
Q2 2025
Added 22.9%
|
|
|
1900 Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
153,987
shares
|
$8.13 Million
0.66% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
153,881
shares
|
$8.12 Million
0.02% of portfolio
|
Q1 2025
Added 30.8%
|
|
|
Laurel Wealth Planning LLC
Edina, MN |
Apr 24, 2025 Q1 2025 |
151,254
shares
|
$7.99 Million
5.33% of portfolio
|
Q1 2025
Added 8.13%
|
|
|
Lynch & Associates
|
Jul 15, 2025 Q2 2025 |
150,508
shares
|
$7.95 Million
1.62% of portfolio
|
Q2 2025
Added 1.94%
|
|
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
May 02, 2025 Q1 2025 |
150,135
shares
|
$7.93 Million
4.92% of portfolio
|
Q1 2025
Added 54.41%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
149,973
shares
|
$7.92 Million
0.56% of portfolio
|
Q1 2025
Added 52.91%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
148,747
shares
|
$7.85 Million
1.74% of portfolio
|
Q4 2024
Added 5.79%
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
May 06, 2025 Q1 2025 |
148,275
shares
|
$7.83 Million
4.17% of portfolio
|
Q1 2025
Reduced 6.52%
|