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 |
|---|---|---|---|---|---|
|
Legacy Financial Advisors, Inc.
|
May 14, 2025 Q1 2025 |
5,121
shares
|
$273,000
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Byrne Financial Freedom, LLC
Franklin, MA |
Apr 29, 2025 Q1 2025 |
5,100
shares
|
$271,881
0.15% of portfolio
|
Q1 2025
Reduced 3.77%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
5,090
shares
|
$271,347
0.01% of portfolio
|
Q4 2023
Added 0.61%
|
|
|
Keybank National Association
|
Apr 28, 2025 Q1 2025 |
5,082
shares
|
$270,921
0.0% of portfolio
|
Q1 2025
Reduced 6.2%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
May 12, 2025 Q1 2025 |
5,029
shares
|
$268,095
0.13% of portfolio
|
Q4 2024
Reduced 5.66%
|
|
|
Droms Strauss Advisors Inc
St. Louis, MO |
Jul 15, 2025 Q2 2025 |
5,021
shares
|
$267,669
0.08% of portfolio
|
Q1 2023
New holding
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Jun 04, 2024 Q1 2024 |
5,000
shares
|
$266,550
0.13% of portfolio
|
Q1 2024
New holding
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Jul 11, 2025 Q2 2025 |
4,994
shares
|
$266,230
0.02% of portfolio
|
Q2 2025
Reduced 3.42%
|
|
|
Signature Estate & Investment Advisors LLC
|
May 15, 2025 Q1 2025 |
4,983
shares
|
$265,643
0.01% of portfolio
|
Q1 2025
Added 3.73%
|
|
|
Chicago Wealth Management, Inc.
Chicago, IL |
May 14, 2025 Q1 2025 |
4,949
shares
|
$263,831
0.14% of portfolio
|
Q1 2023
New holding
|
|
|
Leo Wealth, LLC
Hurst, TX |
May 02, 2025 Q1 2025 |
4,855
shares
|
$258,820
0.04% of portfolio
|
Q1 2025
Reduced 35.99%
|
|
|
Norris Perne & French LLP
Grand Rapids, MI |
Jul 17, 2025 Q2 2025 |
4,854
shares
|
$258,766
0.02% of portfolio
|
Q1 2025
Added 9.05%
|
|
|
Star Financial Bank
Fort Wayne, IN |
May 05, 2025 Q1 2025 |
4,832
shares
|
$257,593
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
May 07, 2025 Q1 2025 |
4,825
shares
|
$257,220
0.01% of portfolio
|
Q1 2025
Added 19.88%
|
|
|
Stiles Financial Services Inc
|
Apr 22, 2025 Q1 2025 |
4,812
shares
|
$256,527
0.1% of portfolio
|
Q1 2025
Added 0.8%
|
|
|
Smart Wealth LLC
Omaha, NE |
Apr 29, 2025 Q1 2025 |
4,795
shares
|
$255,621
0.09% of portfolio
|
Q1 2025
Added 5.76%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
May 14, 2025 Q1 2025 |
4,757
shares
|
$253,595
0.0% of portfolio
|
Q1 2025
Added 5.55%
|
|
|
Fusion Family Wealth LLC
|
Apr 28, 2025 Q1 2025 |
4,706
shares
|
$250,876
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
4,664
shares
|
$248,637
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Valued Retirements, Inc.
Houston, TX |
May 07, 2025 Q1 2025 |
4,631
shares
|
$246,878
0.31% of portfolio
|
Q3 2024
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
4,620
shares
|
$246,292
0.02% of portfolio
|
Q1 2025
Added 64.71%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
4,612
shares
|
$245,865
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Apr 23, 2025 Q1 2025 |
4,568
shares
|
$243,520
0.03% of portfolio
|
Q4 2024
Reduced 2.58%
|
|
|
Principle Wealth Partners LLC
|
May 06, 2025 Q1 2025 |
4,534
shares
|
$241,707
0.02% of portfolio
|
Q1 2025
Reduced 2.45%
|
|
|
Grantvest Financial Group LLC
Matawan, NJ |
May 08, 2025 Q1 2025 |
4,507
shares
|
$240,268
0.19% of portfolio
|
Q1 2025
New holding
|