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 |
|---|---|---|---|---|---|
|
Summit Trail Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
6,422
shares
|
$351,026
0.01% of portfolio
|
Q2 2025
Reduced 52.48%
|
|
|
Brio Consultants, LLC
|
Aug 07, 2025 Q2 2025 |
6,403
shares
|
$349,987
0.05% of portfolio
|
Q2 2025
Reduced 1.87%
|
|
|
Old Second National Bank Of Aurora
|
Jul 21, 2025 Q2 2025 |
6,399
shares
|
$349,769
0.08% of portfolio
|
Q2 2025
Added 1.44%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
6,391
shares
|
$349,332
0.12% of portfolio
|
Q2 2025
Added 4.0%
|
|
|
Pennington Partners & Co., LLC
Bethesda, MD |
Aug 14, 2025 Q2 2025 |
6,372
shares
|
$348,293
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jul 15, 2025 Q2 2025 |
6,359
shares
|
$347,582
0.01% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
6,358
shares
|
$347,528
0.0% of portfolio
|
Q2 2025
Reduced 1.21%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
6,354
shares
|
$347,309
0.03% of portfolio
|
Q2 2022
Reduced 53.71%
|
|
|
Thoroughbred Financial Services, LLC
|
Aug 08, 2025 Q2 2025 |
6,352
shares
|
$347,200
0.02% of portfolio
|
Q2 2025
Reduced 30.17%
|
|
|
Curran Financial Partners, LLC
|
Jul 21, 2025 Q2 2025 |
6,334
shares
|
$346,216
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Thrive Capital Management, LLC
Fort Washington, PA |
Aug 08, 2025 Q2 2025 |
6,312
shares
|
$345,013
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Sharper & Granite LLC
El Segundo, CA |
Jul 30, 2025 Q2 2025 |
6,306
shares
|
$344,685
0.13% of portfolio
|
Q2 2025
Added 10.96%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
6,273
shares
|
$342,882
0.07% of portfolio
|
Q2 2025
Reduced 4.48%
|
|
|
Lcnb Corp
Lebanon, OH |
Aug 11, 2025 Q2 2025 |
6,250
shares
|
$341,625
0.12% of portfolio
|
Q1 2025
Added 25.0%
|
|
|
Hengehold Capital Management LLC
|
Jul 16, 2025 Q2 2025 |
6,192
shares
|
$338,454
0.03% of portfolio
|
Q2 2025
Reduced 1.01%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
6,146
shares
|
$335,940
0.01% of portfolio
|
Q2 2025
Added 7.24%
|
|
|
Berkeley, Inc
Boise, ID |
Aug 11, 2025 Q2 2025 |
6,104
shares
|
$333,644
0.11% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Aug 13, 2025 Q2 2025 |
6,046
shares
|
$330,474
0.01% of portfolio
|
Q2 2025
Reduced 4.65%
|
|
|
Focused Wealth Management, Inc
|
Jul 15, 2025 Q2 2025 |
6,008
shares
|
$328,397
0.04% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
Ieq Capital, LLC
|
Aug 14, 2025 Q2 2025 |
5,995
shares
|
$327,686
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Gill Capital Partners, LLC
Denver, CO |
Jul 30, 2025 Q2 2025 |
5,918
shares
|
$323,477
0.11% of portfolio
|
Q2 2025
Added 5.27%
|
|
|
Evolution Wealth Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
5,900
shares
|
$322,494
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
Jul 18, 2023 Q2 2023 |
5,900
shares
|
$322,494
0.25% of portfolio
|
Q2 2023
New holding
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
5,895
shares
|
$322,220
0.2% of portfolio
|
Q4 2024
Reduced 22.35%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jul 23, 2025 Q2 2025 |
5,885
shares
|
$321,674
0.02% of portfolio
|
Q2 2025
Reduced 0.83%
|