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 |
|---|---|---|---|---|---|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
3,923
shares
|
$207,134
0.02% of portfolio
|
Q2 2024
Added 17.24%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Jul 21, 2025 Q2 2025 |
3,911
shares
|
$206,500
0.04% of portfolio
|
Q2 2025
Reduced 17.38%
|
|
|
Asio Capital, LLC
|
Jul 17, 2025 Q2 2025 |
3,903
shares
|
$206,078
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Glassman Wealth Services
|
May 08, 2025 Q1 2025 |
3,833
shares
|
$202,382
0.03% of portfolio
|
Q1 2024
Added 59.05%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jul 21, 2025 Q2 2025 |
3,816
shares
|
$201,484
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
3,795
shares
|
$200,376
0.05% of portfolio
|
Q2 2024
Added 105.14%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
3,693
shares
|
$194,990
0.03% of portfolio
|
Q1 2025
Reduced 1.49%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
3,546
shares
|
$187,228
0.01% of portfolio
|
Q3 2024
Added 1.14%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
3,503
shares
|
$184,958
0.1% of portfolio
|
Q2 2024
Reduced 96.2%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jul 16, 2025 Q2 2025 |
3,450
shares
|
$182,160
0.05% of portfolio
|
Q1 2024
Added 76.92%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
3,383
shares
|
$178,622
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
3,323
shares
|
$175,454
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Apr 30, 2025 Q1 2025 |
3,275
shares
|
$172,920
0.03% of portfolio
|
Q1 2025
Added 10.08%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
3,242
shares
|
$171,177
0.01% of portfolio
|
Q1 2025
Reduced 26.49%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
May 07, 2025 Q1 2025 |
3,228
shares
|
$170,438
0.02% of portfolio
|
Q3 2024
Reduced 6.68%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
3,133
shares
|
$165,422
0.02% of portfolio
|
Q1 2025
Added 582.57%
|
|
|
Prairie View Partners, LLC
|
May 09, 2025 Q1 2025 |
3,131
shares
|
$165,316
0.02% of portfolio
|
Q1 2025
Reduced 13.05%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
3,034
shares
|
$160,195
0.01% of portfolio
|
Q1 2025
Reduced 13.14%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
May 07, 2025 Q1 2025 |
3,026
shares
|
$159,772
0.12% of portfolio
|
Q2 2023
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
3,021
shares
|
$159,508
0.0% of portfolio
|
Q1 2025
Reduced 13.36%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
May 15, 2025 Q1 2025 |
2,939
shares
|
$155,179
0.01% of portfolio
|
Q1 2025
Reduced 17.97%
|
|
|
Indiana Trust & Investment Management CO
|
May 21, 2025 Q1 2025 |
2,879
shares
|
$152,011
0.05% of portfolio
|
Q2 2024
Reduced 8.75%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
2,800
shares
|
$147,840
0.02% of portfolio
|
Q2 2023
Added 86.67%
|
|
|
Von Borstel & Associates, Inc.
The Dalles, OR |
Apr 29, 2025 Q1 2025 |
2,769
shares
|
$146,203
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
2,710
shares
|
$143,088
0.0% of portfolio
|
Q1 2025
New holding
|