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 |
|---|---|---|---|---|---|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Feb 14, 2025 Q4 2024 |
6,186
shares
|
$329,775
0.16% of portfolio
|
Q4 2024
Added 15.02%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
6,145
shares
|
$327,589
0.13% of portfolio
|
Q1 2025
Reduced 11.92%
|
|
|
Berkeley, Inc
Boise, ID |
May 01, 2025 Q1 2025 |
6,104
shares
|
$325,404
0.15% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
May 01, 2025 Q1 2025 |
6,092
shares
|
$324,764
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Focused Wealth Management, Inc
|
Jul 15, 2025 Q2 2025 |
6,008
shares
|
$320,286
0.04% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
Ieq Capital, LLC
|
May 14, 2025 Q1 2025 |
5,995
shares
|
$319,593
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fiduciary Group LLC
Savannah, GA |
Apr 28, 2025 Q1 2025 |
5,962
shares
|
$317,834
0.03% of portfolio
|
Q1 2025
Reduced 17.91%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
5,934
shares
|
$316,341
0.02% of portfolio
|
Q1 2025
Added 1.06%
|
|
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
Jul 18, 2023 Q2 2023 |
5,900
shares
|
$314,529
0.25% of portfolio
|
Q2 2023
New holding
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
5,895
shares
|
$314,262
0.2% of portfolio
|
Q4 2024
Reduced 22.35%
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Apr 17, 2025 Q1 2025 |
5,880
shares
|
$313,462
0.07% of portfolio
|
Q1 2025
Reduced 0.64%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
5,862
shares
|
$312,503
0.02% of portfolio
|
Q4 2022
Added 56.4%
|
|
|
Goal Vest Advisory LLC
|
Apr 07, 2025 Q1 2025 |
5,860
shares
|
$312,396
0.08% of portfolio
|
Q1 2025
Reduced 0.98%
|
|
|
Essex Savings Bank
|
Jul 11, 2025 Q2 2025 |
5,847
shares
|
$311,703
0.07% of portfolio
|
Q2 2025
Reduced 1.12%
|
|
|
First Community Trust Na
|
Jul 07, 2025 Q2 2025 |
5,820
shares
|
$310,264
0.25% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Jul 09, 2025 Q2 2025 |
5,820
shares
|
$310,264
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
May 13, 2025 Q1 2025 |
5,792
shares
|
$308,771
0.22% of portfolio
|
Q1 2025
Added 39.0%
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Jul 09, 2025 Q2 2025 |
5,747
shares
|
$306,372
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
5,743
shares
|
$306,159
0.01% of portfolio
|
Q1 2024
Added 3.74%
|
|
|
Mma Asset Management LLC
New York, NY |
May 08, 2025 Q1 2025 |
5,734
shares
|
$305,679
0.12% of portfolio
|
Q1 2025
Reduced 1.1%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
5,731
shares
|
$305,519
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
5,725
shares
|
$305,199
0.16% of portfolio
|
Q2 2025
Added 84.2%
|
|
|
Sharper & Granite LLC
El Segundo, CA |
Apr 29, 2025 Q1 2025 |
5,683
shares
|
$302,960
0.12% of portfolio
|
Q1 2025
Reduced 0.87%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
May 09, 2025 Q1 2025 |
5,680
shares
|
$302,800
0.03% of portfolio
|
Q1 2025
Reduced 3.68%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
5,663
shares
|
$301,894
0.01% of portfolio
|
Q2 2025
Added 0.11%
|