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 |
|---|---|---|---|---|---|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
7,767
shares
|
$424,544
0.03% of portfolio
|
Q3 2022
Added 1223.17%
|
|
|
Somerset Trust CO
|
Jul 07, 2025 Q2 2025 |
7,727
shares
|
$422,357
0.14% of portfolio
|
Q2 2025
Reduced 11.27%
|
|
|
Safeguard Financial, LLC
|
Apr 10, 2025 Q1 2025 |
7,719
shares
|
$421,920
0.09% of portfolio
|
Q1 2025
Reduced 1.78%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Aug 11, 2025 Q2 2025 |
7,656
shares
|
$418,476
0.0% of portfolio
|
Q2 2025
Added 9.34%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
7,650
shares
|
$418,149
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Aug 11, 2025 Q2 2025 |
7,634
shares
|
$417,274
0.03% of portfolio
|
Q2 2025
Reduced 1.61%
|
|
|
Gds Wealth Management
|
May 14, 2025 Q1 2025 |
7,613
shares
|
$416,126
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
Jul 24, 2025 Q2 2025 |
7,470
shares
|
$408,310
0.08% of portfolio
|
Q2 2025
Reduced 15.21%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
7,469
shares
|
$408,255
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Family Wealth Group, LLC
Lexington, KY |
Aug 04, 2025 Q2 2025 |
7,419
shares
|
$405,522
0.4% of portfolio
|
Q2 2025
New holding
|
|
|
L.M. Kohn & Company
|
Aug 01, 2025 Q2 2025 |
7,365
shares
|
$402,570
0.11% of portfolio
|
Q2 2025
Reduced 44.47%
|
|
|
Cahaba Wealth Management, Inc.
|
Jul 16, 2025 Q2 2025 |
7,359
shares
|
$402,242
0.03% of portfolio
|
Q3 2024
Reduced 3.45%
|
|
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
Aug 07, 2025 Q2 2025 |
7,320
shares
|
$400,111
0.4% of portfolio
|
Q2 2025
Reduced 7.09%
|
|
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
Jul 25, 2025 Q2 2025 |
7,275
shares
|
$397,651
0.25% of portfolio
|
Q2 2025
Reduced 1.69%
|
|
|
Truepoint, Inc.
|
Aug 08, 2025 Q2 2025 |
7,271
shares
|
$397,432
0.01% of portfolio
|
Q2 2025
Added 3.43%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Aug 12, 2025 Q2 2025 |
7,266
shares
|
$397,159
0.18% of portfolio
|
Q2 2025
Added 1.88%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
7,136
shares
|
$390,053
0.0% of portfolio
|
Q2 2024
Reduced 2.85%
|
|
|
Wealth Advisory Solutions, LLC
|
Jul 14, 2025 Q2 2025 |
7,131
shares
|
$389,780
0.1% of portfolio
|
Q2 2025
Added 2.57%
|
|
|
Scs Capital Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
7,131
shares
|
$389,780
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
7,116
shares
|
$388,960
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
May 13, 2025 Q1 2025 |
7,103
shares
|
$388,249
0.09% of portfolio
|
Q1 2025
Reduced 75.71%
|
|
|
Accurate Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
7,100
shares
|
$388,086
0.06% of portfolio
|
Q2 2025
Added 29.3%
|
|
|
Iowa State Bank
|
Jul 22, 2025 Q2 2025 |
7,100
shares
|
$388,086
0.08% of portfolio
|
Q2 2024
Reduced 4.05%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Aug 25, 2025 Q2 2025 |
7,093
shares
|
$387,703
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Mc Mill Wealth Management
Norfolk, NE |
Aug 04, 2025 Q2 2025 |
7,054
shares
|
$385,571
0.12% of portfolio
|
Q4 2024
New holding
|