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 1,123 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 |
|---|---|---|---|---|---|
|
Onyx Bridge Wealth Group LLC
|
Apr 28, 2025 Q1 2025 |
36,095
shares
|
$1.92 Million
0.28% of portfolio
|
Q1 2025
Reduced 12.96%
|
|
|
Affinity Capital Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
36,093
shares
|
$1.92 Million
0.33% of portfolio
|
Q2 2025
Added 174.43%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
35,878
shares
|
$1.91 Million
0.07% of portfolio
|
Q1 2025
Added 11.07%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
35,763
shares
|
$1.91 Million
0.01% of portfolio
|
Q1 2025
Added 55.59%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
35,731
shares
|
$1.9 Million
0.24% of portfolio
|
Q1 2025
Added 2.46%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
35,709
shares
|
$1.9 Million
0.06% of portfolio
|
Q1 2025
Added 2.27%
|
|
|
Valpey Financial Services, LLC
Concord, NH |
Jul 22, 2025 Q2 2025 |
35,595
shares
|
$1.9 Million
1.29% of portfolio
|
Q2 2025
New holding
|
|
|
Better Money Decisions, LLC
|
Apr 10, 2025 Q1 2025 |
35,585
shares
|
$1.9 Million
1.21% of portfolio
|
Q1 2025
Reduced 6.65%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
May 13, 2025 Q1 2025 |
35,348
shares
|
$1.88 Million
0.06% of portfolio
|
Q1 2025
Reduced 13.89%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
34,993
shares
|
$1.87 Million
0.03% of portfolio
|
Q4 2022
Reduced 5.29%
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
34,944
shares
|
$1.86 Million
0.1% of portfolio
|
Q1 2025
Reduced 17.51%
|
|
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
Mar 10, 2025 Q4 2024 |
34,599
shares
|
$1.84 Million
1.12% of portfolio
|
Q4 2024
Reduced 0.33%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
34,456
shares
|
$1.84 Million
0.28% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
34,427
shares
|
$1.84 Million
0.15% of portfolio
|
Q2 2025
Added 209.15%
|
|
|
Janus Henderson Group PLC
London, X0 |
May 15, 2025 Q1 2025 |
34,399
shares
|
$1.83 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.42%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
34,330
shares
|
$1.83 Million
0.02% of portfolio
|
Q1 2025
Added 2.21%
|
|
|
Eclectic Associates Inc
|
Jul 17, 2025 Q2 2025 |
34,321
shares
|
$1.83 Million
0.44% of portfolio
|
Q2 2025
Reduced 0.82%
|
|
|
Weitzel Financial Services, Inc.
|
May 15, 2025 Q1 2025 |
33,406
shares
|
$1.78 Million
0.8% of portfolio
|
Q1 2025
Added 0.44%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Jul 22, 2025 Q2 2025 |
33,119
shares
|
$1.77 Million
0.2% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Calton & Associates, Inc.
|
May 15, 2025 Q1 2025 |
32,819
shares
|
$1.75 Million
0.41% of portfolio
|
Q1 2025
Added 529.56%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
32,678
shares
|
$1.74 Million
0.0% of portfolio
|
Q1 2025
Reduced 49.65%
|
|
|
Rda Financial Network
|
Jul 03, 2025 Q2 2025 |
32,653
shares
|
$1.74 Million
0.47% of portfolio
|
Q2 2025
Reduced 5.34%
|
|
|
River Street Advisors LLC
Aurora, IL |
Jul 21, 2025 Q2 2025 |
32,575
shares
|
$1.74 Million
0.73% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
|
E&G Advisors, LP
|
Jul 14, 2025 Q2 2025 |
32,442
shares
|
$1.73 Million
0.45% of portfolio
|
Q2 2025
Reduced 0.63%
|
|
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
May 13, 2025 Q1 2025 |
32,350
shares
|
$1.72 Million
1.42% of portfolio
|
Q1 2025
Added 0.25%
|