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 |
|---|---|---|---|---|---|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
May 09, 2025 Q1 2025 |
7,432
shares
|
$396,199
0.0% of portfolio
|
Q1 2025
Reduced 9.62%
|
|
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
Apr 08, 2025 Q1 2025 |
7,400
shares
|
$394,494
0.26% of portfolio
|
Q1 2025
Reduced 1.07%
|
|
|
Bill Few Associates, Inc.
|
May 12, 2025 Q1 2025 |
7,382
shares
|
$393,534
0.14% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
|
Cahaba Wealth Management, Inc.
|
Jul 16, 2025 Q2 2025 |
7,359
shares
|
$392,308
0.03% of portfolio
|
Q3 2024
Reduced 3.45%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
May 13, 2025 Q1 2025 |
7,137
shares
|
$380,473
0.03% of portfolio
|
Q1 2025
Reduced 0.4%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
7,136
shares
|
$380,420
0.0% of portfolio
|
Q2 2024
Reduced 2.85%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
May 15, 2025 Q1 2025 |
7,132
shares
|
$380,206
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Advisory Solutions, LLC
|
Jul 14, 2025 Q2 2025 |
7,131
shares
|
$380,153
0.1% of portfolio
|
Q2 2025
Added 2.57%
|
|
|
Scs Capital Management LLC
Boston, MA |
May 19, 2025 Q1 2025 |
7,131
shares
|
$380,153
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
7,116
shares
|
$379,353
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
May 13, 2025 Q1 2025 |
7,103
shares
|
$378,660
0.09% of portfolio
|
Q1 2025
Reduced 75.71%
|
|
|
Accurate Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
7,100
shares
|
$378,501
0.06% of portfolio
|
Q2 2025
Added 29.3%
|
|
|
Iowa State Bank
|
Jul 22, 2025 Q2 2025 |
7,100
shares
|
$378,501
0.08% of portfolio
|
Q2 2024
Reduced 4.05%
|
|
|
Mc Mill Wealth Management
Norfolk, NE |
May 09, 2025 Q1 2025 |
7,054
shares
|
$376,048
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Truepoint, Inc.
|
May 12, 2025 Q1 2025 |
7,030
shares
|
$374,769
0.01% of portfolio
|
Q1 2025
Reduced 9.38%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Apr 18, 2025 Q1 2025 |
7,018
shares
|
$374,129
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Mustard Seed Financial, LLC
Magnolia, AR |
Jul 17, 2025 Q2 2025 |
7,009
shares
|
$373,649
0.26% of portfolio
|
Q2 2025
Added 0.88%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
May 09, 2025 Q1 2025 |
7,002
shares
|
$373,276
0.0% of portfolio
|
Q1 2025
Added 20.68%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Jul 21, 2025 Q2 2025 |
7,000
shares
|
$373,170
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Grandview Asset Management LLC
|
Jul 17, 2025 Q2 2025 |
6,840
shares
|
$364,640
0.11% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
6,821
shares
|
$363,627
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Greystone Financial Group, LLC
|
Apr 14, 2025 Q1 2025 |
6,790
shares
|
$361,974
0.06% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Jul 17, 2025 Q2 2025 |
6,753
shares
|
$360,002
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
May 12, 2025 Q1 2025 |
6,743
shares
|
$359,469
0.14% of portfolio
|
Q1 2025
Reduced 3.46%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
6,737
shares
|
$359,149
0.0% of portfolio
|
Q1 2025
Reduced 38.76%
|