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 |
|---|---|---|---|---|---|
|
Gill Capital Partners, LLC
Denver, CO |
May 09, 2025 Q1 2025 |
5,622
shares
|
$299,708
0.11% of portfolio
|
Q4 2022
New holding
|
|
|
Sfg Wealth Management, Llc.
|
Apr 23, 2025 Q1 2025 |
5,621
shares
|
$299,655
0.15% of portfolio
|
Q1 2025
Reduced 0.43%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
5,563
shares
|
$296,563
0.01% of portfolio
|
Q1 2025
Reduced 34.49%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
May 12, 2025 Q1 2025 |
5,558
shares
|
$296,296
0.02% of portfolio
|
Q1 2025
Reduced 2.03%
|
|
|
Interchange Capital Partners, LLC
|
Apr 29, 2025 Q1 2025 |
5,501
shares
|
$293,258
0.08% of portfolio
|
Q4 2024
Added 1.81%
|
|
|
Accel Wealth Management
|
Jul 21, 2025 Q2 2025 |
5,490
shares
|
$292,671
0.1% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Wise Wealth Partners
Phoenix, AZ |
Apr 25, 2025 Q1 2025 |
5,476
shares
|
$291,925
0.67% of portfolio
|
Q1 2025
Reduced 0.27%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
5,422
shares
|
$289,046
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
5,382
shares
|
$286,914
0.01% of portfolio
|
Q1 2025
Reduced 8.45%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
5,368
shares
|
$286,168
0.0% of portfolio
|
Q1 2025
Added 5.65%
|
|
|
Stack Financial Management, Inc
|
May 02, 2025 Q1 2025 |
5,300
shares
|
$282,543
0.02% of portfolio
|
Q1 2025
Reduced 6.09%
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
5,278
shares
|
$281,370
0.0% of portfolio
|
Q2 2025
Reduced 0.73%
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
5,277
shares
|
$281,316
0.1% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
ETF Store, Inc.
|
May 05, 2025 Q1 2025 |
5,257
shares
|
$280,250
0.34% of portfolio
|
Q1 2025
Added 2.66%
|
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
5,257
shares
|
$280,250
0.04% of portfolio
|
Q1 2025
Reduced 7.38%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
May 13, 2025 Q1 2025 |
5,228
shares
|
$278,704
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Zega Financial, LLC
Palm Beach Gardens, FL |
Nov 14, 2024 Q3 2024 |
5,217
shares
|
$278,118
0.04% of portfolio
|
Q3 2024
Reduced 13.83%
|
|
|
Erickson Financial Group, LLC
Allentown, PA |
Apr 15, 2025 Q1 2025 |
5,182
shares
|
$276,252
0.2% of portfolio
|
Q2 2024
Reduced 34.1%
|
|
|
Tranquility Partners, LLC
|
Apr 24, 2025 Q1 2025 |
5,168
shares
|
$275,506
0.1% of portfolio
|
Q1 2025
Reduced 5.54%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
May 15, 2025 Q1 2025 |
5,159
shares
|
$275,026
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Square, LLC
|
May 14, 2025 Q1 2025 |
5,158
shares
|
$274,972
0.16% of portfolio
|
Q1 2025
Added 10.83%
|
|
|
Integrated Capital Management, Inc.
|
Apr 09, 2025 Q1 2025 |
5,156
shares
|
$274,866
0.22% of portfolio
|
Q1 2025
Added 3.51%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
5,156
shares
|
$274,866
0.0% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
5,154
shares
|
$274,759
0.01% of portfolio
|
Q1 2025
Reduced 8.45%
|
|
|
Cambridge Advisors Inc.
|
Jul 16, 2025 Q2 2025 |
5,130
shares
|
$273,480
0.06% of portfolio
|
Q4 2023
Reduced 4.59%
|