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 |
|---|---|---|---|---|---|
|
Brookwood Investment Group LLC
Phoenix, AZ |
Aug 01, 2025 Q2 2025 |
3,985
shares
|
$217,820
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Aug 04, 2025 Q2 2025 |
3,976
shares
|
$217,328
0.04% of portfolio
|
Q2 2025
Added 191.07%
|
|
|
Note Advisors, LLC
Buffalo, NY |
Aug 14, 2025 Q2 2025 |
3,950
shares
|
$215,907
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Rockline Wealth Management, LLC
Plainview, NY |
Aug 05, 2025 Q2 2025 |
3,935
shares
|
$215,087
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
3,923
shares
|
$214,431
0.02% of portfolio
|
Q2 2024
Added 17.24%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Jul 21, 2025 Q2 2025 |
3,911
shares
|
$213,775
0.04% of portfolio
|
Q2 2025
Reduced 17.38%
|
|
|
Asio Capital, LLC
|
Jul 17, 2025 Q2 2025 |
3,903
shares
|
$213,337
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Jul 23, 2025 Q2 2025 |
3,903
shares
|
$213,337
0.03% of portfolio
|
Q2 2025
Reduced 10.58%
|
|
|
Natural Investments, LLC
|
Jul 24, 2025 Q2 2025 |
3,859
shares
|
$210,932
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
3,833
shares
|
$209,511
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Glassman Wealth Services
|
Aug 08, 2025 Q2 2025 |
3,833
shares
|
$209,511
0.03% of portfolio
|
Q1 2024
Added 59.05%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jul 21, 2025 Q2 2025 |
3,816
shares
|
$208,582
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
3,795
shares
|
$207,434
0.05% of portfolio
|
Q2 2024
Added 105.14%
|
|
|
Bokf, Na
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
3,792
shares
|
$207,270
0.0% of portfolio
|
Q2 2025
Added 39.93%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
3,693
shares
|
$201,859
0.03% of portfolio
|
Q1 2025
Reduced 1.49%
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
3,599
shares
|
$196,721
0.0% of portfolio
|
Q2 2025
Added 53.08%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
3,546
shares
|
$193,824
0.01% of portfolio
|
Q3 2024
Added 1.14%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
3,503
shares
|
$191,473
0.1% of portfolio
|
Q2 2024
Reduced 96.2%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jul 16, 2025 Q2 2025 |
3,450
shares
|
$188,577
0.05% of portfolio
|
Q1 2024
Added 76.92%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 25, 2025 Q2 2025 |
3,383
shares
|
$184,914
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Jul 31, 2025 Q2 2025 |
3,275
shares
|
$179,011
0.03% of portfolio
|
Q1 2025
Added 10.08%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
3,242
shares
|
$177,207
0.01% of portfolio
|
Q1 2025
Reduced 26.49%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jul 29, 2025 Q2 2025 |
3,179
shares
|
$173,764
0.02% of portfolio
|
Q2 2025
Reduced 1.52%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Aug 07, 2025 Q2 2025 |
3,170
shares
|
$173,272
0.0% of portfolio
|
Q2 2025
Added 4.48%
|
|
|
Prairie View Partners, LLC
|
Jul 24, 2025 Q2 2025 |
3,131
shares
|
$171,140
0.02% of portfolio
|
Q1 2025
Reduced 13.05%
|