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 |
|---|---|---|---|---|---|
|
Harrison & CO Wealth Management, LLC
|
Jan 17, 2023 Q4 2022 |
13,988
shares
|
$764,584
0.53% of portfolio
|
Q4 2022
Added 11.75%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Jul 30, 2025 Q2 2025 |
13,865
shares
|
$757,860
1.84% of portfolio
|
Q2 2025
Added 52.2%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Aug 13, 2025 Q2 2025 |
13,783
shares
|
$753,378
0.09% of portfolio
|
Q2 2025
Added 110.01%
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Jul 24, 2025 Q2 2025 |
13,775
shares
|
$752,941
0.5% of portfolio
|
Q2 2025
Added 25.99%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
13,745
shares
|
$751,301
0.04% of portfolio
|
Q2 2025
Added 859.85%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
13,718
shares
|
$749,825
0.01% of portfolio
|
Q2 2025
Reduced 20.31%
|
|
|
Baker Tilly Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
13,716
shares
|
$749,716
0.26% of portfolio
|
Q2 2025
Reduced 20.92%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Aug 07, 2025 Q2 2025 |
13,538
shares
|
$739,987
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
Aug 14, 2025 Q2 2025 |
13,497
shares
|
$737,746
0.03% of portfolio
|
Q2 2025
Reduced 7.02%
|
|
|
Lbmc Investment Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
13,475
shares
|
$736,543
0.05% of portfolio
|
Q2 2025
Added 0.47%
|
|
|
First National Bank Of Omaha
Omaha, NE |
Feb 11, 2025 Q4 2024 |
13,456
shares
|
$735,504
0.05% of portfolio
|
Q3 2024
Added 1.41%
|
|
|
Wallington Asset Management, LLC
|
Jul 21, 2025 Q2 2025 |
13,445
shares
|
$734,903
0.1% of portfolio
|
Q2 2025
Reduced 7.63%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Jul 31, 2025 Q2 2025 |
13,441
shares
|
$734,685
0.27% of portfolio
|
Q2 2025
Reduced 2.12%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Aug 14, 2025 Q2 2025 |
13,355
shares
|
$729,984
0.23% of portfolio
|
Q2 2025
Added 0.77%
|
|
|
Mcdonald Partners LLC
|
Aug 12, 2025 Q2 2025 |
13,348
shares
|
$729,601
0.17% of portfolio
|
Q2 2025
Added 5.51%
|
|
|
Fortune 45 LLC
|
Aug 04, 2025 Q2 2025 |
13,299
shares
|
$726,923
0.4% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
May 16, 2025 Q1 2025 |
13,286
shares
|
$726,212
0.52% of portfolio
|
Q1 2025
Added 36.52%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
13,148
shares
|
$718,669
0.06% of portfolio
|
Q2 2025
Added 1.32%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Aug 12, 2025 Q2 2025 |
13,106
shares
|
$716,373
0.03% of portfolio
|
Q2 2023
Reduced 30.63%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jul 15, 2025 Q2 2025 |
13,070
shares
|
$714,406
0.61% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
Embree Financial Group
Chicago, IL |
Jul 16, 2025 Q2 2025 |
12,990
shares
|
$710,033
0.1% of portfolio
|
Q2 2025
Reduced 0.9%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
12,978
shares
|
$709,377
0.1% of portfolio
|
Q4 2024
Added 19.09%
|
|
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
Aug 13, 2025 Q2 2025 |
12,959
shares
|
$708,338
0.11% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Geller Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
12,938
shares
|
$707,191
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Herold Advisors, Inc.
|
Aug 14, 2025 Q2 2025 |
12,839
shares
|
$701,779
0.15% of portfolio
|
Q2 2025
Added 17.3%
|