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 |
|---|---|---|---|---|---|
|
Sfg Wealth Management, Llc.
|
Jul 28, 2025 Q2 2025 |
5,452
shares
|
$298,006
0.17% of portfolio
|
Q2 2025
Reduced 3.01%
|
|
|
Capital Square, LLC
|
Aug 11, 2025 Q2 2025 |
5,441
shares
|
$297,405
0.16% of portfolio
|
Q2 2025
Added 5.49%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
5,422
shares
|
$296,366
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
Aug 08, 2025 Q2 2025 |
5,387
shares
|
$294,453
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Aug 13, 2025 Q2 2025 |
5,365
shares
|
$293,250
0.01% of portfolio
|
Q2 2025
Added 82.55%
|
|
|
Integrated Capital Management, Inc.
|
Jul 25, 2025 Q2 2025 |
5,334
shares
|
$291,556
0.23% of portfolio
|
Q2 2025
Added 3.45%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
5,330
shares
|
$291,337
0.0% of portfolio
|
Q2 2025
Reduced 0.71%
|
|
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
Aug 13, 2025 Q2 2025 |
5,285
shares
|
$288,878
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
5,278
shares
|
$288,495
0.0% of portfolio
|
Q2 2025
Reduced 0.73%
|
|
|
ETF Store, Inc.
|
Aug 06, 2025 Q2 2025 |
5,265
shares
|
$287,784
0.33% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Concord Wealth Partners
|
Jul 25, 2025 Q2 2025 |
5,264
shares
|
$287,730
0.04% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
Jul 25, 2025 Q2 2025 |
5,264
shares
|
$287,730
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Zega Financial, LLC
Palm Beach Gardens, FL |
Nov 14, 2024 Q3 2024 |
5,217
shares
|
$285,161
0.04% of portfolio
|
Q3 2024
Reduced 13.83%
|
|
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
Aug 15, 2025 Q1 2025 |
5,211
shares
|
$284,833
0.04% of portfolio
|
Q1 2024
Reduced 99.58%
|
|
|
Russell Investments Group, Ltd.
|
Aug 13, 2025 Q2 2025 |
5,202
shares
|
$284,341
0.0% of portfolio
|
Q2 2025
Added 330.63%
|
|
|
Erickson Financial Group, LLC
Allentown, PA |
Aug 12, 2025 Q2 2025 |
5,182
shares
|
$283,248
0.18% of portfolio
|
Q2 2024
Reduced 34.1%
|
|
|
Wise Wealth Partners
Phoenix, AZ |
Jul 23, 2025 Q2 2025 |
5,173
shares
|
$282,756
0.45% of portfolio
|
Q2 2025
Reduced 5.53%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jul 31, 2025 Q2 2025 |
5,165
shares
|
$282,318
0.01% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
5,156
shares
|
$281,826
0.0% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Cambridge Advisors Inc.
|
Jul 16, 2025 Q2 2025 |
5,130
shares
|
$280,405
0.06% of portfolio
|
Q4 2023
Reduced 4.59%
|
|
|
Byrne Financial Freedom, LLC
Franklin, MA |
Aug 14, 2025 Q2 2025 |
5,100
shares
|
$278,766
0.13% of portfolio
|
Q1 2025
Reduced 3.77%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
5,090
shares
|
$278,219
0.01% of portfolio
|
Q4 2023
Added 0.61%
|
|
|
Signature Estate & Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
5,086
shares
|
$278,000
0.01% of portfolio
|
Q2 2025
Added 2.07%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Aug 14, 2025 Q2 2025 |
5,029
shares
|
$274,885
0.13% of portfolio
|
Q4 2024
Reduced 5.66%
|
|
|
Droms Strauss Advisors Inc
St. Louis, MO |
Jul 15, 2025 Q2 2025 |
5,021
shares
|
$274,447
0.08% of portfolio
|
Q1 2023
New holding
|