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 |
|---|---|---|---|---|---|
|
Smithbridge Asset Management Inc
|
Apr 16, 2025 Q1 2025 |
147,878
shares
|
$7.81 Million
1.4% of portfolio
|
Q1 2025
Added 50.87%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
May 20, 2025 Q1 2025 |
142,281
shares
|
$7.51 Million
0.29% of portfolio
|
Q1 2025
New holding
|
|
|
Uptown Financial Advisors LLC
Dallas, TX |
Jul 10, 2025 Q2 2025 |
142,144
shares
|
$7.51 Million
6.37% of portfolio
|
Q2 2025
Added 9.8%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
142,130
shares
|
$7.5 Million
1.6% of portfolio
|
Q1 2025
Reduced 0.67%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
141,049
shares
|
$7.45 Million
1.01% of portfolio
|
Q1 2023
Reduced 6.07%
|
|
|
Independent Wealth Network Inc.
|
Jul 16, 2025 Q2 2025 |
140,868
shares
|
$7.44 Million
2.87% of portfolio
|
Q2 2025
Added 3.44%
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Apr 29, 2025 Q1 2025 |
140,563
shares
|
$7.42 Million
2.53% of portfolio
|
Q1 2025
Added 9.57%
|
|
|
Tme Financial, Inc.
Huntington Beach, CA |
May 14, 2025 Q1 2025 |
139,894
shares
|
$7.39 Million
6.21% of portfolio
|
Q1 2025
Added 117.12%
|
|
|
Partnership Wealth Management, LLC
Towson, MD |
Jul 08, 2025 Q2 2025 |
138,907
shares
|
$7.33 Million
5.89% of portfolio
|
Q2 2025
Added 0.89%
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Apr 22, 2025 Q1 2025 |
138,540
shares
|
$7.31 Million
3.45% of portfolio
|
Q1 2025
Added 6.32%
|
|
|
Motive Wealth Advisors
|
Jul 15, 2025 Q2 2025 |
138,516
shares
|
$7.31 Million
3.34% of portfolio
|
Q2 2025
Added 26.27%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
138,246
shares
|
$7.3 Million
0.04% of portfolio
|
Q1 2025
Added 5.07%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
May 08, 2025 Q1 2025 |
136,263
shares
|
$7.19 Million
0.01% of portfolio
|
Q1 2025
Added 1257.61%
|
|
|
Venture Visionary Partners LLC
|
Jul 17, 2025 Q2 2025 |
135,902
shares
|
$7.18 Million
0.28% of portfolio
|
Q2 2025
Added 4.31%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
135,386
shares
|
$7.15 Million
0.23% of portfolio
|
Q1 2025
Reduced 32.08%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
135,384
shares
|
$7.15 Million
0.52% of portfolio
|
Q4 2022
Added 14.32%
|
|
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
May 08, 2025 Q1 2025 |
135,087
shares
|
$7.13 Million
5.97% of portfolio
|
Q1 2025
Added 3.51%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Jul 11, 2025 Q2 2025 |
135,009
shares
|
$7.13 Million
1.52% of portfolio
|
Q2 2025
Reduced 4.94%
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
134,815
shares
|
$7.12 Million
0.39% of portfolio
|
Q1 2025
Reduced 2.82%
|
|
|
Red Crane Wealth Management, LLC
San Francisco, CA |
May 09, 2025 Q1 2025 |
134,695
shares
|
$7.11 Million
6.58% of portfolio
|
Q1 2025
Reduced 0.57%
|
|
|
Promus Capital, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
133,805
shares
|
$7.06 Million
6.51% of portfolio
|
Q1 2025
Reduced 5.18%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Jul 10, 2025 Q2 2025 |
133,154
shares
|
$7.03 Million
2.54% of portfolio
|
Q2 2025
Added 9.03%
|
|
|
First Ascent Asset Management, LLC
|
Feb 05, 2024 Q4 2023 |
131,931
shares
|
$6.97 Million
0.69% of portfolio
|
Q4 2023
Added 9.26%
|
|
|
Centennial Wealth Advisory LLC
|
Jul 17, 2025 Q2 2025 |
130,380
shares
|
$6.88 Million
2.37% of portfolio
|
Q2 2025
Added 17.28%
|
|
|
Altman Advisors, Inc.
Chicago, IL |
May 02, 2025 Q1 2025 |
129,936
shares
|
$6.86 Million
2.95% of portfolio
|
Q1 2025
Added 47.84%
|