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 1,119 institutions that hold shares in the stock, with a total of 455 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 |
|---|---|---|---|---|---|
|
Costello Asset Management, Inc
|
May 09, 2025 Q1 2025 |
4,505
shares
|
$237,864
0.09% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Apr 17, 2025 Q1 2025 |
4,501
shares
|
$237,652
0.03% of portfolio
|
Q1 2025
Reduced 7.39%
|
|
|
Pur Efi Wealth, LLC
Boston, MA |
Jul 22, 2025 Q2 2025 |
4,389
shares
|
$231,739
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Northwest Capital Management Inc
|
May 01, 2025 Q1 2025 |
4,382
shares
|
$231,369
0.1% of portfolio
|
Q1 2025
Added 0.92%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Apr 21, 2025 Q1 2025 |
4,365
shares
|
$230,472
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Valley National Advisers Inc
|
Jul 22, 2025 Q2 2025 |
4,352
shares
|
$229,785
0.04% of portfolio
|
Q2 2022
Reduced 12.17%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Apr 17, 2025 Q1 2025 |
4,331
shares
|
$228,676
0.02% of portfolio
|
Q1 2025
Added 1.45%
|
|
|
Lex Aurum Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
4,328
shares
|
$228,518
0.04% of portfolio
|
Q1 2025
Added 4.47%
|
|
|
Walkner Condon Financial Advisors LLC
|
Apr 22, 2025 Q1 2025 |
4,316
shares
|
$227,884
0.05% of portfolio
|
Q1 2025
Added 4.88%
|
|
|
Howard Capital Management Group, LLC
|
Jul 16, 2025 Q2 2025 |
4,273
shares
|
$225,614
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Marshall Investment Management, LLC
Littleton, CO |
May 07, 2025 Q1 2025 |
4,263
shares
|
$225,086
0.14% of portfolio
|
Q1 2025
Reduced 97.28%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Apr 15, 2025 Q1 2025 |
4,244
shares
|
$224,083
0.01% of portfolio
|
Q1 2025
Reduced 1.69%
|
|
|
Choate Investment Advisors
Boston, MA |
May 14, 2025 Q1 2025 |
4,219
shares
|
$222,763
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Jul 18, 2025 Q2 2025 |
4,165
shares
|
$219,912
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
Chris Bulman Inc
Roseville, CA |
Jul 14, 2025 Q2 2025 |
4,120
shares
|
$217,536
0.12% of portfolio
|
Q2 2025
Reduced 26.13%
|
|
|
Innovative Wealth Building LLC
California, MD |
Jul 22, 2025 Q2 2025 |
4,095
shares
|
$216,216
0.18% of portfolio
|
Q2 2025
Reduced 57.21%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
4,094
shares
|
$216,163
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Zega Investments, LLC
Palm Beach Gardens, FL |
May 14, 2025 Q1 2025 |
4,094
shares
|
$216,163
0.03% of portfolio
|
Q1 2025
Reduced 1.13%
|
|
|
Second Line Capital, LLC
Metairie, LA |
May 15, 2025 Q1 2025 |
4,079
shares
|
$215,371
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Veracity Capital LLC
|
Jul 09, 2025 Q2 2025 |
4,076
shares
|
$215,212
0.07% of portfolio
|
Q1 2025
Reduced 3.04%
|
|
|
Westbourne Investments, Inc.
Arlington, VA |
Jul 09, 2025 Q2 2025 |
4,075
shares
|
$215,160
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Vista Investment Management
Pittsburgh, PA |
May 15, 2025 Q1 2025 |
4,035
shares
|
$213,048
0.08% of portfolio
|
Q1 2025
Reduced 1.44%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
May 05, 2025 Q1 2025 |
4,028
shares
|
$212,678
0.06% of portfolio
|
Q1 2025
Reduced 12.89%
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
May 08, 2025 Q1 2025 |
4,021
shares
|
$212,308
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Delta Capital Management LLC
|
Jul 17, 2025 Q2 2025 |
4,000
shares
|
$211,200
0.08% of portfolio
|
Q4 2024
New holding
|