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 |
|---|---|---|---|---|---|
|
Operose Advisors LLC
Milwaukee, WI |
May 12, 2025 Q1 2025 |
2,675
shares
|
$141,240
0.05% of portfolio
|
Q1 2025
Reduced 5.31%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
2,602
shares
|
$137,385
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
2,587
shares
|
$136,593
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
2,471
shares
|
$130,468
0.01% of portfolio
|
Q1 2025
Reduced 2.45%
|
|
|
Clear Investment Research, LLC
|
May 09, 2025 Q1 2025 |
2,364
shares
|
$124,819
0.16% of portfolio
|
Q1 2025
Added 0.34%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
2,351
shares
|
$124,132
0.0% of portfolio
|
Q1 2025
Added 55.9%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
2,330
shares
|
$123,024
0.1% of portfolio
|
Q1 2025
Reduced 4.7%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
May 14, 2025 Q1 2025 |
2,303
shares
|
$121,598
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Urban Financial Advisory Corp
Chicago, IL |
May 15, 2025 Q1 2025 |
2,248
shares
|
$118,694
0.06% of portfolio
|
Q1 2025
Added 11.01%
|
|
|
Heritage Wealth Advisors
|
May 08, 2025 Q1 2025 |
2,200
shares
|
$116,160
0.01% of portfolio
|
Q2 2024
Added 543.27%
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
2,167
shares
|
$114,417
0.02% of portfolio
|
Q2 2025
Added 138.66%
|
|
|
Bare Financial Services, Inc
Gap, PA |
May 12, 2025 Q1 2025 |
2,000
shares
|
$105,600
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
1,994
shares
|
$105,283
0.08% of portfolio
|
Q4 2024
Reduced 93.24%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
May 13, 2025 Q1 2025 |
1,917
shares
|
$101,217
0.03% of portfolio
|
Q3 2023
Reduced 10.75%
|
|
|
Trust CO Of Vermont
|
Jul 18, 2025 Q2 2025 |
1,912
shares
|
$100,953
0.0% of portfolio
|
Q1 2025
Reduced 6.64%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
1,693
shares
|
$89,390
0.01% of portfolio
|
Q2 2024
Added 0.47%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,641
shares
|
$86,644
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Jul 15, 2025 Q2 2025 |
1,628
shares
|
$85,958
0.03% of portfolio
|
Q2 2025
Added 0.49%
|
|
|
Future Financial Wealth Managment LLC
|
Jul 21, 2025 Q2 2025 |
1,627
shares
|
$85,905
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Apr 29, 2025 Q1 2025 |
1,625
shares
|
$85,800
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Apr 30, 2025 Q1 2025 |
1,620
shares
|
$85,536
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
1,583
shares
|
$83,582
0.0% of portfolio
|
Q1 2025
Added 746.52%
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
May 09, 2025 Q1 2025 |
1,514
shares
|
$79,939
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Jul 16, 2025 Q2 2025 |
1,506
shares
|
$79,516
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Nvwm, LLC
|
May 07, 2025 Q1 2025 |
1,461
shares
|
$77,140
0.02% of portfolio
|
Q1 2022
Reduced 28.56%
|