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 1,125 institutions that hold shares in the stock, with a total of 454 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 |
|---|---|---|---|---|---|
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
May 12, 2025 Q1 2025 |
107,952
shares
|
$5.75 Million
3.53% of portfolio
|
Q1 2025
Reduced 1.15%
|
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
107,521
shares
|
$5.73 Million
0.47% of portfolio
|
Q1 2025
Added 49.2%
|
|
|
Occidental Asset Management, LLC
|
Jul 14, 2025 Q2 2025 |
106,574
shares
|
$5.68 Million
0.78% of portfolio
|
Q2 2025
Added 2.74%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
106,305
shares
|
$5.67 Million
0.05% of portfolio
|
Q2 2025
Added 7.61%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
104,377
shares
|
$5.56 Million
0.05% of portfolio
|
Q1 2025
Reduced 3.17%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
103,539
shares
|
$5.52 Million
0.56% of portfolio
|
Q1 2025
Added 10.27%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
102,598
shares
|
$5.47 Million
0.15% of portfolio
|
Q1 2025
Added 42.13%
|
|
|
Buttonwood Financial Group, LLC
|
Jul 14, 2025 Q2 2025 |
102,531
shares
|
$5.47 Million
3.03% of portfolio
|
Q2 2025
Added 2.03%
|
|
|
Tag Stone Capital, Inc.
|
May 05, 2025 Q1 2025 |
100,613
shares
|
$5.36 Million
2.61% of portfolio
|
Q1 2025
Added 1.6%
|
|
|
Sharpepoint LLC
Phoenix, AZ |
Apr 30, 2025 Q1 2025 |
97,462
shares
|
$5.2 Million
4.2% of portfolio
|
Q1 2025
Reduced 3.94%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
96,714
shares
|
$5.16 Million
0.15% of portfolio
|
Q1 2025
Added 3.61%
|
|
|
Decision Map Wealth Management, LLC
Great Falls, VA |
Apr 21, 2025 Q1 2025 |
96,468
shares
|
$5.14 Million
3.75% of portfolio
|
Q1 2025
Added 40.36%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
95,318
shares
|
$5.08 Million
0.23% of portfolio
|
Q2 2025
Added 72.99%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Jul 21, 2025 Q2 2025 |
95,318
shares
|
$5.08 Million
0.89% of portfolio
|
Q2 2025
Added 72.99%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Apr 30, 2025 Q1 2025 |
94,896
shares
|
$5.06 Million
1.09% of portfolio
|
Q1 2025
Added 6.18%
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Jul 08, 2025 Q2 2025 |
94,615
shares
|
$5.04 Million
3.58% of portfolio
|
Q2 2025
Added 15.92%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
May 14, 2025 Q1 2025 |
94,239
shares
|
$5.02 Million
0.9% of portfolio
|
Q1 2025
Added 1.26%
|
|
|
City Center Advisors, LLC
Troy, MI |
Jul 02, 2025 Q2 2025 |
94,036
shares
|
$5.01 Million
5.28% of portfolio
|
Q2 2025
Added 16.52%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jul 17, 2025 Q2 2025 |
93,195
shares
|
$4.97 Million
0.45% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
93,125
shares
|
$4.96 Million
0.02% of portfolio
|
Q1 2025
Added 1.47%
|
|
|
Horizon Family Wealth, Inc.
|
May 09, 2025 Q1 2025 |
91,143
shares
|
$4.86 Million
3.3% of portfolio
|
Q1 2025
Reduced 0.63%
|
|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
90,155
shares
|
$4.81 Million
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Ritholtz Wealth Management
|
Apr 16, 2025 Q1 2025 |
89,698
shares
|
$4.78 Million
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Clarus Wealth Advisors
|
Jul 09, 2025 Q2 2025 |
88,250
shares
|
$4.7 Million
2.16% of portfolio
|
Q2 2025
Added 2.01%
|
|
|
Pacific Financial Group Inc
|
Jul 21, 2025 Q2 2025 |
87,693
shares
|
$4.67 Million
3.6% of portfolio
|
Q2 2025
Added 0.24%
|