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 |
|---|---|---|---|---|---|
|
Salomon & Ludwin, LLC
|
Apr 25, 2025 Q1 2025 |
70,568
shares
|
$3.76 Million
0.39% of portfolio
|
Q1 2025
Added 22.13%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jul 22, 2025 Q2 2025 |
70,172
shares
|
$3.74 Million
1.79% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
69,205
shares
|
$3.69 Million
0.0% of portfolio
|
Q1 2025
Added 0.44%
|
|
|
Cavalier Investments, LLC
|
Apr 24, 2025 Q1 2025 |
69,200
shares
|
$3.69 Million
1.24% of portfolio
|
Q1 2025
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
68,890
shares
|
$3.67 Million
0.11% of portfolio
|
Q1 2025
Reduced 35.16%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
67,372
shares
|
$3.59 Million
2.97% of portfolio
|
Q1 2025
Added 29.46%
|
|
|
Keener Financial Planning LLC
Keller, TX |
May 09, 2025 Q1 2025 |
67,348
shares
|
$3.59 Million
2.24% of portfolio
|
Q1 2025
Reduced 8.24%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
67,119
shares
|
$3.58 Million
0.05% of portfolio
|
Q2 2025
Reduced 76.31%
|
|
|
Milestone Asset Management Group, LLC
Avon, CT |
May 06, 2025 Q1 2025 |
67,070
shares
|
$3.58 Million
3.1% of portfolio
|
Q1 2025
Added 9.86%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
66,881
shares
|
$3.57 Million
0.01% of portfolio
|
Q1 2025
Added 18.83%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
65,816
shares
|
$3.51 Million
0.0% of portfolio
|
Q1 2025
Added 13.86%
|
|
|
Jdm Financial Group LLC
Encino, CA |
May 14, 2025 Q1 2025 |
65,747
shares
|
$3.5 Million
1.7% of portfolio
|
Q1 2025
Reduced 0.7%
|
|
|
Idaho Trust Bank
Boise, ID |
May 14, 2025 Q1 2025 |
65,395
shares
|
$3.49 Million
1.36% of portfolio
|
Q1 2025
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
65,283
shares
|
$3.48 Million
0.08% of portfolio
|
Q2 2025
Reduced 11.15%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
65,276
shares
|
$3.48 Million
0.55% of portfolio
|
Q1 2025
Reduced 1.17%
|
|
|
Total Clarity Wealth Management, Inc.
|
Apr 17, 2025 Q1 2025 |
65,262
shares
|
$3.48 Million
1.15% of portfolio
|
Q4 2024
Reduced 42.18%
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
64,936
shares
|
$3.46 Million
0.23% of portfolio
|
Q1 2025
Added 5.98%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
63,708
shares
|
$3.4 Million
0.0% of portfolio
|
Q1 2025
Added 10.27%
|
|
|
Yukon Wealth Management, Inc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
63,475
shares
|
$3.38 Million
1.35% of portfolio
|
Q1 2025
New holding
|
|
|
American Investment Services, Inc.
|
May 13, 2025 Q1 2025 |
62,740
shares
|
$3.34 Million
0.59% of portfolio
|
Q4 2024
Reduced 0.24%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
61,856
shares
|
$3.3 Million
0.08% of portfolio
|
Q1 2025
Reduced 4.45%
|
|
|
Quantinno Capital Management LP
New York, NY |
May 12, 2025 Q1 2025 |
60,426
shares
|
$3.22 Million
0.02% of portfolio
|
Q1 2025
Added 225.31%
|
|
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
Apr 23, 2025 Q1 2025 |
59,805
shares
|
$3.19 Million
2.29% of portfolio
|
Q1 2025
Added 32.31%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Jul 10, 2025 Q2 2025 |
59,458
shares
|
$3.17 Million
0.97% of portfolio
|
Q2 2025
Added 153.03%
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Jul 14, 2025 Q2 2025 |
59,176
shares
|
$3.15 Million
0.6% of portfolio
|
Q2 2025
Reduced 3.32%
|