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 |
|---|---|---|---|---|---|
|
Le Conte Wealth Management, LLC
Maryville, TN |
Jul 15, 2025 Q2 2025 |
12,786
shares
|
$698,882
0.45% of portfolio
|
Q2 2025
Reduced 12.29%
|
|
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
Aug 04, 2025 Q2 2025 |
12,693
shares
|
$693,799
0.67% of portfolio
|
Q2 2025
Added 0.74%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Jul 10, 2025 Q2 2025 |
12,645
shares
|
$691,175
0.26% of portfolio
|
Q2 2025
Added 2.22%
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Aug 12, 2025 Q2 2025 |
12,373
shares
|
$676,308
0.48% of portfolio
|
Q2 2025
Added 8.05%
|
|
|
Grimes & Company, Inc.
|
Jul 22, 2025 Q2 2025 |
12,320
shares
|
$673,411
0.02% of portfolio
|
Q2 2025
Added 0.46%
|
|
|
Warren Street Wealth Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
12,309
shares
|
$672,809
0.22% of portfolio
|
Q2 2025
Added 1.73%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jul 22, 2025 Q2 2025 |
12,279
shares
|
$671,170
0.26% of portfolio
|
Q2 2025
Added 86.33%
|
|
|
Brown Advisory Inc
|
Aug 13, 2025 Q2 2025 |
12,240
shares
|
$669,038
0.0% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
12,227
shares
|
$668,327
0.01% of portfolio
|
Q2 2025
Added 72.19%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
12,177
shares
|
$665,594
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Jacobi Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
12,170
shares
|
$665,212
0.04% of portfolio
|
Q2 2025
Reduced 97.73%
|
|
|
Ford Financial Group, LLC
|
May 11, 2023 Q1 2023 |
12,158
shares
|
$664,556
20.99% of portfolio
|
Q1 2023
Reduced 98.55%
|
|
|
Prospect Financial Services LLC
Melville, NY |
Aug 05, 2025 Q2 2025 |
12,093
shares
|
$661,003
0.34% of portfolio
|
Q2 2025
Reduced 23.31%
|
|
|
626 Financial, LLC
|
Aug 04, 2025 Q2 2025 |
12,026
shares
|
$657,341
0.31% of portfolio
|
Q3 2024
Reduced 16.35%
|
|
|
Investments & Financial Planning, LLC
Lexington, KY |
Aug 12, 2025 Q2 2025 |
12,001
shares
|
$655,974
0.36% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Beacon Financial Group
|
Jul 09, 2025 Q2 2025 |
11,793
shares
|
$644,605
0.07% of portfolio
|
Q3 2024
Added 3.88%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jul 21, 2025 Q2 2025 |
11,652
shares
|
$636,898
0.08% of portfolio
|
Q2 2025
Reduced 2.62%
|
|
|
Syon Capital LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
11,645
shares
|
$636,515
0.04% of portfolio
|
Q2 2025
Reduced 41.4%
|
|
|
Empirical Asset Management, LLC
|
Jul 29, 2025 Q2 2025 |
11,614
shares
|
$634,821
0.19% of portfolio
|
Q2 2025
Added 4.06%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 11, 2025 Q2 2025 |
11,442
shares
|
$625,419
0.01% of portfolio
|
Q2 2025
Added 28.58%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Aug 08, 2025 Q2 2025 |
11,404
shares
|
$623,342
0.11% of portfolio
|
Q2 2025
Added 8.49%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Aug 13, 2025 Q2 2025 |
11,380
shares
|
$622,030
0.0% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
11,276
shares
|
$616,346
0.02% of portfolio
|
Q2 2025
Reduced 1.05%
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Jul 30, 2025 Q2 2025 |
11,267
shares
|
$615,854
0.42% of portfolio
|
Q2 2025
Added 1.29%
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Jul 16, 2025 Q2 2025 |
11,266
shares
|
$615,799
0.4% of portfolio
|
Q2 2025
Reduced 0.56%
|