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 |
|---|---|---|---|---|---|
|
Wj Wealth Management, LLC
|
Jul 28, 2025 Q2 2025 |
38,302
shares
|
$2.09 Million
0.74% of portfolio
|
Q2 2025
Reduced 5.08%
|
|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
38,281
shares
|
$2.09 Million
0.53% of portfolio
|
Q2 2024
Added 0.8%
|
|
|
Milestones Private Investment Advisors LLC
Fairport, NY |
Sep 11, 2025 Q2 2025 |
38,177
shares
|
$2.09 Million
1.48% of portfolio
|
Q2 2025
New holding
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Aug 14, 2025 Q2 2025 |
38,168
shares
|
$2.09 Million
1.26% of portfolio
|
Q2 2025
Reduced 2.52%
|
|
|
Cap Partners, LLC
Franklin, TN |
Jul 30, 2025 Q2 2025 |
37,781
shares
|
$2.07 Million
1.24% of portfolio
|
Q2 2025
Added 29.86%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
37,619
shares
|
$2.06 Million
0.0% of portfolio
|
Q2 2025
Reduced 31.34%
|
|
|
Bristlecone Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
36,894
shares
|
$2.02 Million
0.16% of portfolio
|
Q2 2025
Reduced 5.84%
|
|
|
Better Money Decisions, LLC
|
Aug 08, 2025 Q2 2025 |
36,647
shares
|
$2 Million
1.17% of portfolio
|
Q2 2025
Added 2.98%
|
|
|
Affinity Capital Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
36,093
shares
|
$1.97 Million
0.33% of portfolio
|
Q2 2025
Added 174.43%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
36,087
shares
|
$1.97 Million
0.06% of portfolio
|
Q2 2025
Reduced 1.69%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
36,023
shares
|
$1.97 Million
0.06% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Independent Advisor Alliance
|
Aug 11, 2025 Q2 2025 |
35,900
shares
|
$1.96 Million
0.06% of portfolio
|
Q2 2025
Added 29.29%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Aug 14, 2025 Q2 2025 |
35,774
shares
|
$1.96 Million
0.01% of portfolio
|
Q2 2025
Added 4.21%
|
|
|
Valpey Financial Services, LLC
Concord, NH |
Jul 22, 2025 Q2 2025 |
35,595
shares
|
$1.95 Million
1.29% of portfolio
|
Q2 2025
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Aug 12, 2025 Q2 2025 |
35,498
shares
|
$1.94 Million
0.44% of portfolio
|
Q2 2025
Added 15.75%
|
|
|
Janus Henderson Group PLC
London, X0 |
Aug 14, 2025 Q2 2025 |
34,437
shares
|
$1.88 Million
0.0% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
34,427
shares
|
$1.88 Million
0.15% of portfolio
|
Q2 2025
Added 209.15%
|
|
|
Eclectic Associates Inc
|
Jul 17, 2025 Q2 2025 |
34,321
shares
|
$1.88 Million
0.44% of portfolio
|
Q2 2025
Reduced 0.82%
|
|
|
Tradewinds Capital Management, LLC
|
Jul 29, 2025 Q2 2025 |
33,980
shares
|
$1.86 Million
0.45% of portfolio
|
Q2 2025
Reduced 10.9%
|
|
|
Weitzel Financial Services, Inc.
|
Aug 12, 2025 Q2 2025 |
33,949
shares
|
$1.86 Million
0.76% of portfolio
|
Q2 2025
Added 1.63%
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
Aug 14, 2025 Q2 2025 |
33,423
shares
|
$1.83 Million
0.42% of portfolio
|
Q2 2025
Added 5.88%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Jul 22, 2025 Q2 2025 |
33,119
shares
|
$1.81 Million
0.2% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
33,078
shares
|
$1.81 Million
0.05% of portfolio
|
Q2 2025
Reduced 7.37%
|
|
|
Slagle Financial, LLC
Edwardsville, IL |
Aug 11, 2025 Q2 2025 |
32,823
shares
|
$1.79 Million
0.69% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Aug 08, 2025 Q2 2025 |
32,714
shares
|
$1.79 Million
0.22% of portfolio
|
Q2 2025
Reduced 8.44%
|