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 |
|---|---|---|---|---|---|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
6,737
shares
|
$359,149
0.0% of portfolio
|
Q1 2025
Reduced 38.76%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
May 01, 2025 Q1 2025 |
6,726
shares
|
$358,563
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Twelve Points Wealth Management LLC
|
Jul 16, 2025 Q2 2025 |
6,685
shares
|
$356,377
0.1% of portfolio
|
Q1 2025
Reduced 1.12%
|
|
|
Hudson Valley Investment Advisors Inc
|
Jul 21, 2025 Q2 2025 |
6,668
shares
|
$355,471
0.04% of portfolio
|
Q2 2025
Reduced 9.32%
|
|
|
Km Capital Management Ltd.
Austin, TX |
May 02, 2025 Q1 2025 |
6,605
shares
|
$352,112
0.18% of portfolio
|
Q1 2025
Added 30.33%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
6,573
shares
|
$350,406
0.02% of portfolio
|
Q1 2025
Reduced 1.01%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
May 14, 2025 Q1 2025 |
6,567
shares
|
$350,086
0.07% of portfolio
|
Q1 2025
Added 14.35%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
6,563
shares
|
$349,873
0.05% of portfolio
|
Q1 2025
Added 10.12%
|
|
|
Mascagni Wealth Management, Inc.
Clinton, MS |
Apr 22, 2025 Q1 2025 |
6,533
shares
|
$348,274
0.33% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Brio Consultants, LLC
|
Jul 07, 2025 Q1 2025 |
6,525
shares
|
$347,847
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Wolf Group Capital Advisors
|
Apr 18, 2025 Q1 2025 |
6,525
shares
|
$347,847
0.11% of portfolio
|
Q1 2025
Reduced 31.06%
|
|
|
Vawter Financial, Ltd.
Columbus, OH |
May 07, 2025 Q1 2025 |
6,511
shares
|
$347,101
0.19% of portfolio
|
Q1 2025
Reduced 1.36%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
6,466
shares
|
$344,702
0.01% of portfolio
|
Q1 2025
Added 0.87%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
6,440
shares
|
$343,316
0.01% of portfolio
|
Q1 2025
Added 4.72%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
6,436
shares
|
$343,103
0.01% of portfolio
|
Q1 2025
Added 1.23%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
6,432
shares
|
$342,889
0.15% of portfolio
|
Q2 2025
Added 3.44%
|
|
|
Old Second National Bank Of Aurora
|
Jul 21, 2025 Q2 2025 |
6,399
shares
|
$341,130
0.08% of portfolio
|
Q2 2025
Added 1.44%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jul 15, 2025 Q2 2025 |
6,359
shares
|
$338,998
0.01% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
6,354
shares
|
$338,731
0.03% of portfolio
|
Q2 2022
Reduced 53.71%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Apr 15, 2025 Q1 2025 |
6,341
shares
|
$338,038
0.01% of portfolio
|
Q1 2025
Added 39.49%
|
|
|
Curran Financial Partners, LLC
|
Jul 21, 2025 Q2 2025 |
6,334
shares
|
$337,665
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Claro Advisors LLC
Boston, MA |
May 12, 2025 Q1 2025 |
6,299
shares
|
$335,799
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Lcnb Corp
Lebanon, OH |
May 12, 2025 Q1 2025 |
6,250
shares
|
$333,187
0.12% of portfolio
|
Q1 2025
Added 25.0%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
6,235
shares
|
$332,387
0.01% of portfolio
|
Q1 2025
Reduced 95.67%
|
|
|
Hengehold Capital Management LLC
|
Jul 16, 2025 Q2 2025 |
6,192
shares
|
$330,095
0.03% of portfolio
|
Q2 2025
Reduced 1.01%
|