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 |
|---|---|---|---|---|---|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
3,639,489
shares
|
$192 Million
2.06% of portfolio
|
Q1 2025
Added 7.42%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
3,438,461
shares
|
$182 Million
0.36% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
3,411,517
shares
|
$180 Million
1.11% of portfolio
|
Q1 2025
Added 15.15%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
3,245,011
shares
|
$171 Million
0.34% of portfolio
|
Q1 2025
Added 13.16%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
3,010,747
shares
|
$159 Million
2.12% of portfolio
|
Q2 2023
Reduced 4.97%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
May 08, 2025 Q1 2025 |
2,978,491
shares
|
$157 Million
14.56% of portfolio
|
Q1 2025
Reduced 1.77%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
May 08, 2025 Q1 2025 |
2,928,044
shares
|
$155 Million
0.47% of portfolio
|
Q1 2025
Reduced 24.49%
|
|
|
Connecticut Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
2,738,188
shares
|
$145 Million
7.35% of portfolio
|
Q1 2025
New holding
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
2,667,344
shares
|
$141 Million
0.42% of portfolio
|
Q2 2023
Added 32.71%
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
2,574,832
shares
|
$136 Million
0.31% of portfolio
|
Q1 2025
Reduced 5.18%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
2,464,714
shares
|
$130 Million
0.18% of portfolio
|
Q1 2025
Added 28.35%
|
|
|
Lutz Financial Services LLC
|
May 07, 2025 Q1 2025 |
2,207,949
shares
|
$117 Million
9.24% of portfolio
|
Q1 2025
Reduced 0.17%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
2,128,282
shares
|
$112 Million
1.04% of portfolio
|
Q1 2025
Added 3.72%
|
|
|
Octavia Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
2,064,818
shares
|
$109 Million
12.41% of portfolio
|
Q2 2025
Added 3.51%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
May 14, 2025 Q1 2025 |
2,012,915
shares
|
$106 Million
4.66% of portfolio
|
Q1 2025
Added 7.92%
|
|
|
First National Trust CO
|
May 08, 2025 Q1 2025 |
1,962,187
shares
|
$104 Million
4.11% of portfolio
|
Q1 2025
Reduced 0.63%
|
|
|
Angeles Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
1,917,743
shares
|
$101 Million
8.18% of portfolio
|
Q1 2025
Added 7.42%
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
1,900,110
shares
|
$100 Million
7.74% of portfolio
|
Q1 2025
Added 22.38%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
1,833,540
shares
|
$96.8 Million
0.1% of portfolio
|
Q1 2025
Added 78.08%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
1,822,081
shares
|
$96.2 Million
0.16% of portfolio
|
Q1 2025
Added 4.17%
|
|
|
Simon Quick Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
1,796,140
shares
|
$94.8 Million
5.25% of portfolio
|
Q1 2025
Reduced 5.42%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
1,770,576
shares
|
$93.5 Million
8.76% of portfolio
|
Q2 2025
Added 2.69%
|
|
|
Old National Bancorp
|
Apr 14, 2025 Q1 2025 |
1,687,239
shares
|
$89.1 Million
2.27% of portfolio
|
Q1 2025
Reduced 1.94%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
1,615,061
shares
|
$85.3 Million
0.02% of portfolio
|
Q1 2025
Added 11.6%
|
|
|
Alpha Star Capital Management, LLC
|
Apr 30, 2025 Q1 2025 |
1,534,159
shares
|
$81 Million
7.61% of portfolio
|
Q1 2025
Reduced 6.49%
|