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 1,119 institutions that hold shares in the stock, with a total of 455 Million shares, which have been reported (via 13F filing form) to have a value of $24 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
1,530,975
shares
|
$80.8 Million
0.06% of portfolio
|
Q1 2025
Added 11.47%
|
|
|
Bell Bank
|
Jul 11, 2025 Q2 2025 |
1,516,195
shares
|
$80.1 Million
3.71% of portfolio
|
Q2 2025
Added 5.15%
|
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
1,474,465
shares
|
$77.9 Million
4.21% of portfolio
|
Q1 2025
Reduced 8.22%
|
|
|
Kwb Wealth
Redlands, CA |
Jul 16, 2025 Q2 2025 |
1,469,549
shares
|
$77.6 Million
9.08% of portfolio
|
Q2 2025
Reduced 3.31%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
1,424,051
shares
|
$75.2 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.45%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
1,407,179
shares
|
$74.3 Million
0.1% of portfolio
|
Q1 2025
Added 5.71%
|
|
|
Mount Yale Investment Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
1,352,984
shares
|
$71.4 Million
6.15% of portfolio
|
Q1 2025
Reduced 1.02%
|
|
|
Good Life Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
1,327,569
shares
|
$70.1 Million
4.97% of portfolio
|
Q1 2025
Added 7.19%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 30, 2025 Q1 2025 |
1,306,891
shares
|
$69 Million
2.2% of portfolio
|
Q1 2025
Added 0.51%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
1,286,474
shares
|
$67.9 Million
0.95% of portfolio
|
Q1 2025
Added 103.46%
|
|
|
Flputnam Investment Management CO
Portland, ME |
May 15, 2025 Q1 2025 |
1,271,642
shares
|
$67.1 Million
1.24% of portfolio
|
Q1 2025
Reduced 31.33%
|
|
|
Facet Wealth, Inc.
|
May 07, 2025 Q1 2025 |
1,227,891
shares
|
$64.8 Million
1.64% of portfolio
|
Q1 2025
Added 68.48%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
1,196,499
shares
|
$63.2 Million
1.77% of portfolio
|
Q3 2022
Added 2.64%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
1,189,682
shares
|
$62.8 Million
1.99% of portfolio
|
Q1 2025
Added 36.83%
|
|
|
Klingman & Associates, LLC
|
May 12, 2025 Q1 2025 |
1,132,034
shares
|
$59.8 Million
3.55% of portfolio
|
Q1 2025
Added 3.09%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
May 14, 2025 Q1 2025 |
1,083,789
shares
|
$57.2 Million
11.37% of portfolio
|
Q1 2025
Added 0.47%
|
|
|
Erts Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
1,015,268
shares
|
$53.6 Million
10.08% of portfolio
|
Q1 2025
Added 6.55%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
947,505
shares
|
$50 Million
2.22% of portfolio
|
Q1 2025
Added 11.89%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
921,978
shares
|
$48.7 Million
0.16% of portfolio
|
Q1 2025
Added 5.17%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
903,195
shares
|
$47.7 Million
0.08% of portfolio
|
Q1 2025
Added 49.94%
|
|
|
Founders Financial Securities LLC
|
May 12, 2025 Q1 2025 |
896,902
shares
|
$47.4 Million
4.04% of portfolio
|
Q1 2025
Reduced 4.07%
|
|
|
Whitcomb & Hess, Inc.
|
Jul 03, 2025 Q2 2025 |
885,530
shares
|
$46.8 Million
14.04% of portfolio
|
Q2 2025
Added 1.54%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
May 07, 2025 Q1 2025 |
844,439
shares
|
$44.6 Million
6.85% of portfolio
|
Q1 2025
Reduced 21.57%
|
|
|
Garrett Investment Advisors LLC
|
Jul 14, 2025 Q2 2025 |
830,617
shares
|
$43.9 Million
4.27% of portfolio
|
Q2 2025
Added 8.16%
|
|
|
Accredited Investors Inc.
|
May 06, 2025 Q1 2025 |
826,968
shares
|
$43.7 Million
2.63% of portfolio
|
Q1 2025
Reduced 2.39%
|