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 1,122 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 $24.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wells Financial Advisors Inc
|
May 09, 2025 Q1 2025 |
44,985
shares
|
$2.4 Million
3.23% of portfolio
|
Q1 2025
Reduced 0.88%
|
|
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
Apr 11, 2025 Q1 2025 |
44,623
shares
|
$2.38 Million
1.22% of portfolio
|
Q1 2025
Added 0.79%
|
|
|
Norden Group LLC
Provo, UT |
Jul 15, 2025 Q2 2025 |
44,416
shares
|
$2.37 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
|
$2.36 Million
0.43% of portfolio
|
Q2 2025
Reduced 10.5%
|
|
|
Intrua Financial, LLC
Houston, TX |
May 28, 2025 Q1 2025 |
44,271
shares
|
$2.36 Million
0.37% of portfolio
|
Q1 2025
Added 70.08%
|
|
|
Foundation Wealth Management, Llc\Pa
Media, PA |
Apr 22, 2025 Q1 2025 |
43,762
shares
|
$2.33 Million
1.06% of portfolio
|
Q1 2025
Added 3.99%
|
|
|
Wrenne Financial Planning LLC
Lexington, KY |
May 13, 2025 Q1 2025 |
43,677
shares
|
$2.33 Million
1.19% of portfolio
|
Q1 2025
Reduced 3.4%
|
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
Jul 08, 2025 Q2 2025 |
43,420
shares
|
$2.31 Million
1.18% of portfolio
|
Q1 2025
Reduced 1.8%
|
|
|
Sunesis Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
43,133
shares
|
$2.3 Million
1.25% of portfolio
|
Q3 2024
Reduced 26.04%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
43,023
shares
|
$2.29 Million
0.02% of portfolio
|
Q1 2025
Reduced 19.55%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
42,990
shares
|
$2.29 Million
0.26% of portfolio
|
Q1 2025
Added 266.93%
|
|
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
Apr 28, 2025 Q1 2025 |
42,957
shares
|
$2.29 Million
2.18% of portfolio
|
Q1 2025
Reduced 2.83%
|
|
|
Wealth Advisors Northwest LLC
Portland, OR |
Jul 23, 2025 Q2 2025 |
42,240
shares
|
$2.25 Million
1.16% of portfolio
|
Q2 2025
Reduced 2.45%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
42,208
shares
|
$2.25 Million
0.13% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Apr 24, 2025 Q1 2025 |
41,783
shares
|
$2.23 Million
0.44% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
May 02, 2025 Q1 2025 |
40,802
shares
|
$2.18 Million
2.0% of portfolio
|
Q1 2025
Added 36.08%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
40,699
shares
|
$2.17 Million
0.17% of portfolio
|
Q1 2025
Reduced 71.3%
|
|
|
Wj Wealth Management, LLC
|
Apr 24, 2025 Q1 2025 |
40,352
shares
|
$2.15 Million
0.84% of portfolio
|
Q1 2025
Reduced 10.73%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
40,348
shares
|
$2.15 Million
0.07% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Fcg Investment CO
Germantown, TN |
Jul 16, 2025 Q2 2025 |
39,584
shares
|
$2.11 Million
1.08% of portfolio
|
Q2 2025
Added 5.85%
|
|
|
Bristlecone Advisors, LLC
|
May 12, 2025 Q1 2025 |
39,183
shares
|
$2.09 Million
0.17% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
39,156
shares
|
$2.09 Million
1.45% of portfolio
|
Q1 2025
Reduced 1.29%
|
|
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
Jul 09, 2025 Q2 2025 |
38,594
shares
|
$2.06 Million
0.64% of portfolio
|
Q2 2025
Reduced 8.48%
|
|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
38,281
shares
|
$2.04 Million
0.53% of portfolio
|
Q2 2024
Added 0.8%
|
|
|
Tradewinds Capital Management, LLC
|
Apr 25, 2025 Q1 2025 |
38,138
shares
|
$2.03 Million
0.52% of portfolio
|
Q1 2025
Added 0.12%
|