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 |
|---|---|---|---|---|---|
|
Altfest L J & CO Inc
|
Aug 08, 2025 Q2 2025 |
10,313
shares
|
$563,708
0.08% of portfolio
|
Q2 2025
Reduced 6.57%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Jul 09, 2025 Q2 2025 |
10,297
shares
|
$562,834
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Cerro Pacific Wealth Advisors LLC
|
Jul 25, 2025 Q2 2025 |
10,104
shares
|
$552,284
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
10,050
shares
|
$549,333
0.04% of portfolio
|
Q2 2025
Reduced 14.61%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
9,993
shares
|
$546,217
0.02% of portfolio
|
Q1 2025
Added 75.75%
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
9,978
shares
|
$545,397
0.2% of portfolio
|
Q2 2025
Added 19.53%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Aug 14, 2025 Q2 2025 |
9,913
shares
|
$541,844
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Pathway Financial Advisors LLC
|
Jul 25, 2025 Q2 2025 |
9,730
shares
|
$531,841
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Arbor Wealth Advisors LLC
Troy, MI |
Jul 09, 2025 Q2 2025 |
9,650
shares
|
$527,469
0.41% of portfolio
|
Q4 2023
New holding
|
|
|
Darrow Company, Inc.
|
Jul 30, 2025 Q2 2025 |
9,470
shares
|
$517,630
0.25% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 30, 2025 Q2 2025 |
9,409
shares
|
$514,295
0.03% of portfolio
|
Q2 2025
Reduced 7.15%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Aug 08, 2025 Q2 2025 |
9,392
shares
|
$513,366
0.0% of portfolio
|
Q2 2025
Added 26.37%
|
|
|
Sei Investments CO
Oaks, PA |
Aug 14, 2025 Q2 2025 |
9,194
shares
|
$502,544
0.0% of portfolio
|
Q2 2025
Reduced 12.8%
|
|
|
Fortitude Financial, LLC
Spokane, WA |
Jun 11, 2025 Q1 2025 |
9,110
shares
|
$497,952
0.44% of portfolio
|
Q4 2024
New holding
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Aug 13, 2025 Q2 2025 |
9,090
shares
|
$496,859
0.19% of portfolio
|
Q2 2025
Added 10.84%
|
|
|
Rhs Financial, LLC
|
Jul 25, 2025 Q2 2025 |
9,067
shares
|
$495,602
0.28% of portfolio
|
Q2 2025
New holding
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Jul 22, 2025 Q2 2025 |
9,051
shares
|
$494,727
0.12% of portfolio
|
Q2 2025
Reduced 70.1%
|
|
|
Tilson Financial Group, Inc.
New Providence, NJ |
Aug 07, 2025 Q2 2025 |
9,015
shares
|
$492,759
0.18% of portfolio
|
Q2 2025
Reduced 3.92%
|
|
|
Investment Partners, Ltd.
|
Aug 08, 2025 Q2 2025 |
9,002
shares
|
$492,049
0.18% of portfolio
|
Q4 2022
Reduced 3.04%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
8,996
shares
|
$491,721
0.17% of portfolio
|
Q2 2025
Added 0.75%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
8,940
shares
|
$488,660
0.0% of portfolio
|
Q2 2025
Added 87.93%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jul 22, 2025 Q2 2025 |
8,840
shares
|
$483,194
0.05% of portfolio
|
Q3 2024
Added 2.31%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
8,840
shares
|
$483,194
0.12% of portfolio
|
Q2 2025
Added 14.05%
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
8,674
shares
|
$474,120
0.01% of portfolio
|
Q2 2025
Added 86.22%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Jul 22, 2025 Q2 2025 |
8,658
shares
|
$473,246
0.19% of portfolio
|
Q2 2025
Reduced 0.67%
|