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 |
|---|---|---|---|---|---|
|
Blue Bell Private Wealth Management, LLC
|
Aug 11, 2025 Q2 2025 |
8,590
shares
|
$469,529
0.08% of portfolio
|
Q2 2025
Reduced 0.58%
|
|
|
Kraematon Investment Advisors, Inc
|
Jul 22, 2025 Q2 2025 |
8,588
shares
|
$469,420
0.45% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Yhb Investment Advisors, Inc.
|
Jul 10, 2025 Q2 2025 |
8,581
shares
|
$469,037
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
8,577
shares
|
$468,818
0.0% of portfolio
|
Q2 2025
Reduced 81.11%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Aug 01, 2025 Q2 2025 |
8,528
shares
|
$466,140
0.07% of portfolio
|
Q2 2025
Reduced 0.8%
|
|
|
Crescent Sterling, Ltd.
Metairie, LA |
Aug 04, 2025 Q2 2025 |
8,493
shares
|
$464,227
0.5% of portfolio
|
Q2 2025
Reduced 16.01%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Aug 13, 2025 Q2 2025 |
8,487
shares
|
$463,899
0.03% of portfolio
|
Q4 2024
Reduced 0.98%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
8,463
shares
|
$462,587
0.08% of portfolio
|
Q1 2024
Reduced 27.44%
|
|
|
Bluesphere Advisors, LLC
East Norriton, PA |
Jul 17, 2025 Q2 2025 |
8,461
shares
|
$462,478
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Bremer Bank National Association
|
Apr 10, 2025 Q1 2025 |
8,456
shares
|
$462,204
0.08% of portfolio
|
Q1 2025
Added 1.29%
|
|
|
Dgs Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
8,404
shares
|
$459,362
0.11% of portfolio
|
Q4 2024
Reduced 0.15%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
8,374
shares
|
$457,722
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Portland Financial Advisors Inc
Port Washington, NY |
Jul 29, 2025 Q2 2025 |
8,290
shares
|
$453,131
1.04% of portfolio
|
Q4 2024
New holding
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Aug 08, 2025 Q2 2025 |
8,257
shares
|
$451,327
0.21% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Aug 01, 2025 Q2 2025 |
8,215
shares
|
$449,031
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Jul 22, 2025 Q2 2025 |
8,118
shares
|
$443,729
0.14% of portfolio
|
Q2 2025
Added 0.45%
|
|
|
Dynamic Financial Group
Cedar Falls, IA |
Jul 25, 2025 Q2 2025 |
8,065
shares
|
$440,832
0.41% of portfolio
|
Q2 2025
Reduced 1.73%
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Jul 02, 2025 Q2 2025 |
8,054
shares
|
$440,231
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Aug 14, 2025 Q2 2025 |
8,021
shares
|
$438,427
0.24% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Aug 13, 2025 Q2 2025 |
8,000
shares
|
$437,280
0.01% of portfolio
|
Q2 2025
Added 18.94%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Aug 07, 2025 Q2 2025 |
7,999
shares
|
$437,225
0.05% of portfolio
|
Q2 2025
Reduced 0.55%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Jul 30, 2025 Q2 2025 |
7,930
shares
|
$433,453
0.02% of portfolio
|
Q2 2025
Reduced 3.1%
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Jul 18, 2025 Q2 2025 |
7,923
shares
|
$433,071
0.27% of portfolio
|
Q2 2025
Added 0.49%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Jul 14, 2025 Q2 2025 |
7,859
shares
|
$429,572
0.13% of portfolio
|
Q2 2025
Added 0.72%
|
|
|
Sage Mountain Advisors LLC
|
Jul 31, 2025 Q2 2025 |
7,854
shares
|
$429,299
0.03% of portfolio
|
Q2 2025
Reduced 11.28%
|