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 1,125 institutions that hold shares in the stock, with a total of 454 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 |
|---|---|---|---|---|---|
|
Dynamic Financial Group
Cedar Falls, IA |
May 13, 2025 Q1 2025 |
8,207
shares
|
$437,515
0.42% of portfolio
|
Q1 2025
Added 22.44%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
May 01, 2025 Q1 2025 |
8,201
shares
|
$437,195
0.19% of portfolio
|
Q4 2024
Reduced 13.49%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
8,184
shares
|
$436,289
0.02% of portfolio
|
Q1 2025
Reduced 2.62%
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Jul 22, 2025 Q2 2025 |
8,118
shares
|
$432,770
0.14% of portfolio
|
Q2 2025
Added 0.45%
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Jul 02, 2025 Q2 2025 |
8,054
shares
|
$429,358
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Rossmore Private Capital
Glastonbury, CT |
May 12, 2025 Q1 2025 |
8,043
shares
|
$428,772
0.05% of portfolio
|
Q4 2024
Added 23.02%
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Apr 14, 2025 Q1 2025 |
8,021
shares
|
$427,599
0.27% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Jul 18, 2025 Q2 2025 |
7,923
shares
|
$422,375
0.27% of portfolio
|
Q2 2025
Added 0.49%
|
|
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
May 09, 2025 Q1 2025 |
7,879
shares
|
$420,029
0.49% of portfolio
|
Q1 2025
Added 6.95%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Jul 14, 2025 Q2 2025 |
7,859
shares
|
$418,963
0.13% of portfolio
|
Q2 2025
Added 0.72%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
May 13, 2025 Q1 2025 |
7,852
shares
|
$418,590
0.01% of portfolio
|
Q1 2025
Added 97.93%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
7,812
shares
|
$416,457
0.01% of portfolio
|
Q1 2025
Reduced 91.36%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
7,767
shares
|
$414,058
0.03% of portfolio
|
Q3 2022
Added 1223.17%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
May 12, 2025 Q1 2025 |
7,759
shares
|
$413,632
0.03% of portfolio
|
Q1 2025
Reduced 6.56%
|
|
|
Somerset Trust CO
|
Jul 07, 2025 Q2 2025 |
7,727
shares
|
$411,926
0.14% of portfolio
|
Q2 2025
Reduced 11.27%
|
|
|
Aviso Wealth Management
Bellevue, WA |
May 08, 2025 Q1 2025 |
7,721
shares
|
$411,606
0.21% of portfolio
|
Q1 2025
Reduced 1.33%
|
|
|
Safeguard Financial, LLC
|
Apr 10, 2025 Q1 2025 |
7,719
shares
|
$411,499
0.09% of portfolio
|
Q1 2025
Reduced 1.78%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
7,700
shares
|
$410,487
0.0% of portfolio
|
Q1 2025
Reduced 91.66%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
7,650
shares
|
$407,821
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
May 05, 2025 Q1 2025 |
7,631
shares
|
$406,808
0.05% of portfolio
|
Q1 2025
Reduced 5.95%
|
|
|
Gds Wealth Management
|
May 14, 2025 Q1 2025 |
7,613
shares
|
$405,849
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Apr 08, 2025 Q1 2025 |
7,585
shares
|
$404,356
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Flow Traders U.S. LLC
New York, NY |
May 14, 2025 Q1 2025 |
7,561
shares
|
$403,076
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Feb 14, 2025 Q4 2024 |
7,552
shares
|
$402,597
0.25% of portfolio
|
Q4 2024
Reduced 1.07%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
7,469
shares
|
$398,172
0.0% of portfolio
|
Q1 2025
Added 31.89%
|