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 |
|---|---|---|---|---|---|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
7,018
shares
|
$383,603
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Mustard Seed Financial, LLC
Magnolia, AR |
Jul 17, 2025 Q2 2025 |
7,009
shares
|
$383,111
0.26% of portfolio
|
Q2 2025
Added 0.88%
|
|
|
Bill Few Associates, Inc.
|
Jul 25, 2025 Q2 2025 |
7,006
shares
|
$382,947
0.12% of portfolio
|
Q2 2025
Reduced 5.09%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Jul 21, 2025 Q2 2025 |
7,000
shares
|
$382,620
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
6,951
shares
|
$379,941
0.0% of portfolio
|
Q2 2025
Reduced 6.94%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Aug 04, 2025 Q2 2025 |
6,946
shares
|
$379,668
0.04% of portfolio
|
Q2 2025
Reduced 8.98%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
6,941
shares
|
$379,395
0.01% of portfolio
|
Q2 2025
Reduced 8.2%
|
|
|
Claro Advisors LLC
Boston, MA |
Aug 05, 2025 Q2 2025 |
6,924
shares
|
$378,465
0.06% of portfolio
|
Q2 2025
Added 9.92%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
6,885
shares
|
$376,334
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Grandview Asset Management LLC
|
Jul 17, 2025 Q2 2025 |
6,840
shares
|
$373,874
0.11% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
6,824
shares
|
$372,999
0.01% of portfolio
|
Q2 2025
Added 3.82%
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
6,821
shares
|
$372,835
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Aug 12, 2025 Q2 2025 |
6,790
shares
|
$371,141
0.13% of portfolio
|
Q2 2025
Added 0.7%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Aug 13, 2025 Q2 2025 |
6,782
shares
|
$370,704
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Greystone Financial Group, LLC
|
Aug 07, 2025 Q2 2025 |
6,773
shares
|
$370,212
0.06% of portfolio
|
Q2 2025
Reduced 0.25%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Jul 17, 2025 Q2 2025 |
6,753
shares
|
$369,118
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Twelve Points Wealth Management LLC
|
Jul 16, 2025 Q2 2025 |
6,685
shares
|
$365,402
0.1% of portfolio
|
Q1 2025
Reduced 1.12%
|
|
|
Hudson Valley Investment Advisors Inc
|
Jul 21, 2025 Q2 2025 |
6,668
shares
|
$364,472
0.04% of portfolio
|
Q2 2025
Reduced 9.32%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
6,665
shares
|
$364,308
0.0% of portfolio
|
Q2 2025
Reduced 14.68%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
6,658
shares
|
$363,926
0.01% of portfolio
|
Q2 2025
Added 6.78%
|
|
|
Mascagni Wealth Management, Inc.
Clinton, MS |
Aug 06, 2025 Q2 2025 |
6,551
shares
|
$358,077
0.29% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Wolf Group Capital Advisors
|
Apr 18, 2025 Q1 2025 |
6,525
shares
|
$356,656
0.11% of portfolio
|
Q1 2025
Reduced 31.06%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Aug 14, 2025 Q2 2025 |
6,506
shares
|
$355,617
0.0% of portfolio
|
Q2 2025
Added 26.11%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
6,440
shares
|
$352,010
0.01% of portfolio
|
Q2 2025
Added 26.83%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
6,432
shares
|
$351,573
0.15% of portfolio
|
Q2 2025
Added 3.44%
|