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 |
|---|---|---|---|---|---|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
15,322
shares
|
$837,500
0.19% of portfolio
|
Q1 2024
New holding
|
|
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
Jul 29, 2025 Q2 2025 |
15,240
shares
|
$833,018
0.36% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Financial Insights, Inc.
|
Jul 21, 2025 Q2 2025 |
15,127
shares
|
$826,841
0.3% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
15,040
shares
|
$822,086
0.0% of portfolio
|
Q2 2025
Added 95.32%
|
|
|
Wealthstream Advisors, Inc.
|
Jul 29, 2025 Q2 2025 |
14,932
shares
|
$816,183
0.14% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
14,839
shares
|
$811,099
0.03% of portfolio
|
Q2 2025
Added 0.37%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Jul 08, 2025 Q2 2025 |
14,794
shares
|
$808,640
0.05% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
14,791
shares
|
$808,476
0.05% of portfolio
|
Q2 2025
Added 1.17%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 26, 2025 Q2 2025 |
14,787
shares
|
$808,257
0.0% of portfolio
|
Q2 2025
Reduced 97.6%
|
|
|
Hickory Asset Management, Inc.
Concord, OH |
Jul 22, 2025 Q2 2025 |
14,727
shares
|
$804,977
0.64% of portfolio
|
Q2 2025
Reduced 2.62%
|
|
|
Awm Capital, LLC
|
Jul 22, 2025 Q2 2025 |
14,702
shares
|
$803,611
0.1% of portfolio
|
Q2 2025
Added 0.47%
|
|
|
Lantz Financial LLC
|
Jul 11, 2025 Q2 2025 |
14,657
shares
|
$801,151
0.2% of portfolio
|
Q2 2025
Added 7.31%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Aug 05, 2025 Q2 2025 |
14,624
shares
|
$799,347
0.02% of portfolio
|
Q2 2025
Reduced 7.79%
|
|
|
Aifg Consultants Ltd.
Halfmoon, NY |
Jul 21, 2025 Q2 2025 |
14,624
shares
|
$799,347
1.49% of portfolio
|
Q2 2025
Reduced 7.0%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Jul 25, 2025 Q2 2025 |
14,585
shares
|
$797,216
0.01% of portfolio
|
Q2 2025
Reduced 46.71%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
14,570
shares
|
$796,396
0.27% of portfolio
|
Q1 2024
Added 69.03%
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Aug 14, 2025 Q2 2025 |
14,465
shares
|
$790,656
0.45% of portfolio
|
Q2 2025
Added 91.54%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Jul 28, 2025 Q2 2025 |
14,383
shares
|
$786,174
0.53% of portfolio
|
Q2 2025
Added 3.23%
|
|
|
Forth Right Wealth Management, LLC
|
Jul 28, 2025 Q2 2025 |
14,209
shares
|
$776,663
0.24% of portfolio
|
Q2 2025
Added 9.52%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
14,174
shares
|
$774,750
0.02% of portfolio
|
Q2 2020
Added 2.31%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
14,080
shares
|
$769,612
0.0% of portfolio
|
Q2 2023
Reduced 58.73%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
14,080
shares
|
$769,612
0.0% of portfolio
|
Q2 2025
Reduced 0.71%
|
|
|
Tempus Wealth Planning, LLC
|
Jul 16, 2025 Q2 2025 |
14,074
shares
|
$769,284
0.2% of portfolio
|
Q2 2025
Reduced 6.89%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
14,072
shares
|
$769,175
0.03% of portfolio
|
Q2 2025
Reduced 0.32%
|
|
|
Bcgm Wealth Management, LLC
|
Aug 05, 2025 Q2 2025 |
14,018
shares
|
$766,223
0.23% of portfolio
|
Q2 2025
Reduced 3.28%
|