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 |
|---|---|---|---|---|---|
|
Goldstein Advisors, LLC
Madison, WI |
Jul 29, 2025 Q2 2025 |
4,434
shares
|
$242,362
0.03% of portfolio
|
Q2 2025
Reduced 2.93%
|
|
|
Pur Efi Wealth, LLC
Boston, MA |
Jul 22, 2025 Q2 2025 |
4,389
shares
|
$239,902
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Americana Partners, LLC
Houston, TX |
Aug 07, 2025 Q2 2025 |
4,386
shares
|
$239,738
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Valley National Advisers Inc
|
Jul 22, 2025 Q2 2025 |
4,352
shares
|
$237,880
0.04% of portfolio
|
Q2 2022
Reduced 12.17%
|
|
|
Lex Aurum Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
4,328
shares
|
$236,568
0.04% of portfolio
|
Q1 2025
Added 4.47%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
4,308
shares
|
$235,475
0.01% of portfolio
|
Q2 2025
Reduced 6.75%
|
|
|
Walkner Condon Financial Advisors LLC
|
Aug 06, 2025 Q2 2025 |
4,303
shares
|
$235,201
0.04% of portfolio
|
Q2 2025
Reduced 0.3%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Aug 05, 2025 Q2 2025 |
4,294
shares
|
$234,710
0.02% of portfolio
|
Q2 2025
Reduced 22.74%
|
|
|
Howard Capital Management Group, LLC
|
Jul 16, 2025 Q2 2025 |
4,273
shares
|
$233,562
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Aug 07, 2025 Q2 2025 |
4,244
shares
|
$231,977
0.01% of portfolio
|
Q1 2025
Reduced 1.69%
|
|
|
Choate Investment Advisors
Boston, MA |
Aug 12, 2025 Q2 2025 |
4,219
shares
|
$230,610
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Jul 18, 2025 Q2 2025 |
4,165
shares
|
$227,658
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
Second Line Capital, LLC
Metairie, LA |
Aug 15, 2025 Q2 2025 |
4,129
shares
|
$225,691
0.05% of portfolio
|
Q2 2025
Added 1.23%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Aug 12, 2025 Q2 2025 |
4,123
shares
|
$225,363
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Chris Bulman Inc
Roseville, CA |
Jul 14, 2025 Q2 2025 |
4,120
shares
|
$225,199
0.12% of portfolio
|
Q2 2025
Reduced 26.13%
|
|
|
Costello Asset Management, Inc
|
Jul 24, 2025 Q2 2025 |
4,104
shares
|
$224,324
0.08% of portfolio
|
Q2 2025
Reduced 8.9%
|
|
|
Innovative Wealth Building LLC
California, MD |
Jul 22, 2025 Q2 2025 |
4,095
shares
|
$223,832
0.18% of portfolio
|
Q2 2025
Reduced 57.21%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
4,094
shares
|
$223,778
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Veracity Capital LLC
|
Jul 09, 2025 Q2 2025 |
4,076
shares
|
$222,794
0.07% of portfolio
|
Q1 2025
Reduced 3.04%
|
|
|
Westbourne Investments, Inc.
Arlington, VA |
Jul 09, 2025 Q2 2025 |
4,075
shares
|
$222,739
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Mcia Inc
|
Jul 29, 2025 Q2 2025 |
4,069
shares
|
$222,411
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Aug 07, 2025 Q2 2025 |
4,044
shares
|
$221,045
0.05% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
Aug 11, 2025 Q2 2025 |
4,021
shares
|
$219,787
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Delta Capital Management LLC
|
Jul 17, 2025 Q2 2025 |
4,000
shares
|
$218,640
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Aug 07, 2025 Q2 2025 |
4,000
shares
|
$218,640
0.03% of portfolio
|
Q2 2025
Reduced 23.49%
|