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 1,154 institutions that hold shares in the stock, with a total of 444 Million shares, which have been reported (via 13F filing form) to have a value of $24.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
Aug 04, 2025 Q2 2025 |
46,188
shares
|
$2.52 Million
2.13% of portfolio
|
Q2 2025
Added 7.52%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Aug 14, 2025 Q2 2025 |
45,422
shares
|
$2.48 Million
0.25% of portfolio
|
Q2 2025
Reduced 22.34%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jul 29, 2025 Q2 2025 |
44,772
shares
|
$2.45 Million
0.12% of portfolio
|
Q2 2025
Reduced 13.98%
|
|
|
Norden Group LLC
Provo, UT |
Jul 15, 2025 Q2 2025 |
44,416
shares
|
$2.43 Million
0.25% of portfolio
|
Q2 2025
Added 25.87%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Jul 15, 2025 Q2 2025 |
44,295
shares
|
$2.42 Million
0.43% of portfolio
|
Q2 2025
Reduced 10.5%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
43,910
shares
|
$2.4 Million
0.09% of portfolio
|
Q2 2025
Added 24.22%
|
|
|
Quantinno Capital Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
43,879
shares
|
$2.4 Million
0.01% of portfolio
|
Q2 2025
Reduced 27.38%
|
|
|
Lee Danner & Bass Inc
|
Jul 31, 2025 Q2 2025 |
43,756
shares
|
$2.39 Million
0.18% of portfolio
|
Q2 2025
Reduced 17.06%
|
|
|
Wells Financial Advisors Inc
|
Jul 25, 2025 Q2 2025 |
43,730
shares
|
$2.39 Million
3.21% of portfolio
|
Q2 2025
Reduced 2.79%
|
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
Jul 08, 2025 Q2 2025 |
43,420
shares
|
$2.37 Million
1.18% of portfolio
|
Q1 2025
Reduced 1.8%
|
|
|
Sunesis Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
43,133
shares
|
$2.36 Million
1.25% of portfolio
|
Q3 2024
Reduced 26.04%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Aug 14, 2025 Q2 2025 |
43,000
shares
|
$2.35 Million
0.02% of portfolio
|
Q2 2025
Reduced 17.17%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
42,990
shares
|
$2.35 Million
0.26% of portfolio
|
Q1 2025
Added 266.93%
|
|
|
Foundation Wealth Management, Llc\Pa
Media, PA |
Aug 11, 2025 Q2 2025 |
42,850
shares
|
$2.34 Million
0.97% of portfolio
|
Q2 2025
Reduced 2.08%
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Aug 08, 2025 Q2 2025 |
42,478
shares
|
$2.32 Million
0.43% of portfolio
|
Q2 2025
Added 1.66%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
42,431
shares
|
$2.32 Million
0.01% of portfolio
|
Q2 2025
Reduced 12.69%
|
|
|
Wealth Advisors Northwest LLC
Portland, OR |
Jul 23, 2025 Q2 2025 |
42,240
shares
|
$2.31 Million
1.16% of portfolio
|
Q2 2025
Reduced 2.45%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
42,208
shares
|
$2.31 Million
0.13% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Total Clarity Wealth Management, Inc.
|
Jul 25, 2025 Q2 2025 |
40,910
shares
|
$2.24 Million
0.65% of portfolio
|
Q2 2025
Reduced 37.31%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
40,348
shares
|
$2.21 Million
0.07% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Aug 13, 2025 Q2 2025 |
40,209
shares
|
$2.2 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Ritholtz Wealth Management
|
Jul 28, 2025 Q2 2025 |
40,136
shares
|
$2.19 Million
0.05% of portfolio
|
Q2 2025
Reduced 55.25%
|
|
|
Fcg Investment CO
Germantown, TN |
Jul 16, 2025 Q2 2025 |
39,584
shares
|
$2.16 Million
1.08% of portfolio
|
Q2 2025
Added 5.85%
|
|
|
Old Mission Capital LLC
|
Aug 14, 2025 Q2 2025 |
39,003
shares
|
$2.13 Million
0.01% of portfolio
|
Q2 2025
Reduced 18.52%
|
|
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
Jul 09, 2025 Q2 2025 |
38,594
shares
|
$2.11 Million
0.64% of portfolio
|
Q2 2025
Reduced 8.48%
|