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 |
|---|---|---|---|---|---|
|
Tactive Advisors, LLC
Jacksonville, FL |
Aug 18, 2025 Q2 2025 |
5,000
shares
|
$273,300
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Jul 11, 2025 Q2 2025 |
4,994
shares
|
$272,972
0.02% of portfolio
|
Q2 2025
Reduced 3.42%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2025 Q2 2025 |
4,975
shares
|
$271,933
0.01% of portfolio
|
Q2 2025
Reduced 73.87%
|
|
|
Chicago Wealth Management, Inc.
Chicago, IL |
Aug 14, 2025 Q2 2025 |
4,949
shares
|
$270,512
0.12% of portfolio
|
Q1 2023
New holding
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Aug 05, 2025 Q2 2025 |
4,928
shares
|
$269,364
0.12% of portfolio
|
Q2 2025
Reduced 20.34%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Aug 13, 2025 Q2 2025 |
4,885
shares
|
$267,014
0.02% of portfolio
|
Q2 2025
Reduced 18.06%
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
4,883
shares
|
$266,904
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Norris Perne & French LLP
Grand Rapids, MI |
Jul 17, 2025 Q2 2025 |
4,854
shares
|
$265,319
0.02% of portfolio
|
Q1 2025
Added 9.05%
|
|
|
First Citizens Bank & Trust CO
|
Jul 30, 2025 Q2 2025 |
4,848
shares
|
$264,991
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Keybank National Association
|
Aug 04, 2025 Q2 2025 |
4,833
shares
|
$264,171
0.0% of portfolio
|
Q2 2025
Reduced 4.9%
|
|
|
Star Financial Bank
Fort Wayne, IN |
Aug 14, 2025 Q2 2025 |
4,832
shares
|
$264,117
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Marion Wealth Management
|
Aug 05, 2025 Q2 2025 |
4,794
shares
|
$262,040
0.06% of portfolio
|
Q2 2025
Reduced 84.62%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
4,734
shares
|
$258,760
0.02% of portfolio
|
Q2 2025
Added 9.31%
|
|
|
Fusion Family Wealth LLC
|
Jul 30, 2025 Q2 2025 |
4,706
shares
|
$257,229
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Victory Financial Group, LLC
Austin, TX |
Aug 13, 2025 Q2 2025 |
4,679
shares
|
$255,754
0.04% of portfolio
|
Q2 2025
Reduced 55.67%
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
4,664
shares
|
$254,934
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Valued Retirements, Inc.
Houston, TX |
Aug 13, 2025 Q2 2025 |
4,631
shares
|
$253,130
0.27% of portfolio
|
Q3 2024
New holding
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Aug 11, 2025 Q2 2025 |
4,627
shares
|
$252,911
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
4,612
shares
|
$252,091
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Zega Investments, LLC
Palm Beach Gardens, FL |
Aug 06, 2025 Q2 2025 |
4,536
shares
|
$247,937
0.03% of portfolio
|
Q2 2025
Added 10.8%
|
|
|
Principle Wealth Partners LLC
|
Jul 30, 2025 Q2 2025 |
4,534
shares
|
$247,828
0.02% of portfolio
|
Q1 2025
Reduced 2.45%
|
|
|
Stiles Financial Services Inc
|
Jul 24, 2025 Q2 2025 |
4,533
shares
|
$247,773
0.08% of portfolio
|
Q2 2025
Reduced 5.8%
|
|
|
Grantvest Financial Group LLC
Matawan, NJ |
Aug 13, 2025 Q2 2025 |
4,526
shares
|
$247,391
0.18% of portfolio
|
Q2 2025
Added 0.42%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Aug 04, 2025 Q2 2025 |
4,505
shares
|
$246,243
0.03% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Aug 11, 2025 Q2 2025 |
4,465
shares
|
$244,056
0.02% of portfolio
|
Q2 2025
New holding
|