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 1,125 institutions that hold shares in the stock, with a total of 454 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 |
|---|---|---|---|---|---|
|
Diversify Wealth Management, LLC
Sandy, UT |
Apr 30, 2025 Q1 2025 |
811,325
shares
|
$42.8 Million
2.96% of portfolio
|
Q1 2025
Added 25.9%
|
|
|
Arrow Financial Corp
|
May 05, 2025 Q1 2025 |
795,847
shares
|
$42 Million
4.66% of portfolio
|
Q1 2025
Added 0.54%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
794,001
shares
|
$41.9 Million
0.11% of portfolio
|
Q2 2025
Reduced 26.13%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
793,801
shares
|
$41.9 Million
0.17% of portfolio
|
Q1 2025
Added 2.35%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
May 15, 2025 Q1 2025 |
792,404
shares
|
$41.8 Million
6.06% of portfolio
|
Q1 2025
Added 10.87%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
789,615
shares
|
$41.7 Million
3.32% of portfolio
|
Q1 2025
Added 5.35%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
787,991
shares
|
$41.6 Million
0.68% of portfolio
|
Q2 2024
Added 4.56%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
779,080
shares
|
$41.1 Million
0.09% of portfolio
|
Q3 2023
Reduced 1.31%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
762,790
shares
|
$40.3 Million
0.02% of portfolio
|
Q3 2024
Added 11.51%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
757,620
shares
|
$40 Million
0.13% of portfolio
|
Q1 2025
Added 11.34%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
754,869
shares
|
$39.9 Million
4.47% of portfolio
|
Q1 2025
Added 12.34%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
753,687
shares
|
$39.8 Million
0.48% of portfolio
|
Q1 2025
Added 31.74%
|
|
|
Balanced Wealth Group LLC
Westlake, OH |
Apr 15, 2025 Q1 2025 |
739,267
shares
|
$39 Million
18.21% of portfolio
|
Q1 2025
Reduced 7.91%
|
|
|
Compton Financial Group, LLC
|
Apr 11, 2025 Q1 2025 |
735,824
shares
|
$38.9 Million
10.75% of portfolio
|
Q1 2025
Reduced 25.56%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
724,756
shares
|
$38.3 Million
1.79% of portfolio
|
Q1 2025
Added 16.67%
|
|
|
Steel Peak Wealth Management LLC
|
Apr 30, 2025 Q1 2025 |
718,315
shares
|
$37.9 Million
1.55% of portfolio
|
Q1 2025
Added 126.71%
|
|
|
Constellation Investments, Inc.
Montgomery, OH |
Apr 22, 2025 Q1 2025 |
712,000
shares
|
$37.6 Million
1.73% of portfolio
|
Q1 2025
New holding
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
710,471
shares
|
$37.5 Million
4.48% of portfolio
|
Q3 2024
Reduced 2.44%
|
|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
695,083
shares
|
$36.7 Million
0.48% of portfolio
|
Q2 2025
New holding
|
|
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
May 07, 2025 Q1 2025 |
693,718
shares
|
$36.6 Million
7.77% of portfolio
|
Q1 2025
Added 1.79%
|
|
|
Tennessee Valley Asset Management Partners
|
Apr 18, 2025 Q1 2025 |
690,300
shares
|
$36.4 Million
5.79% of portfolio
|
Q1 2025
Added 24.94%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
685,834
shares
|
$36.2 Million
0.03% of portfolio
|
Q1 2025
Reduced 2.39%
|
|
|
Confluence Investment Management LLC
|
Jul 01, 2025 Q2 2025 |
685,828
shares
|
$36.2 Million
0.52% of portfolio
|
Q2 2025
Added 22.14%
|
|
|
Prudential Financial Inc
Newark, NJ |
May 13, 2025 Q1 2025 |
683,426
shares
|
$36.1 Million
0.05% of portfolio
|
Q1 2025
Reduced 32.74%
|
|
|
Vicus Capital
State College, PA |
Jul 18, 2025 Q2 2025 |
645,443
shares
|
$34.1 Million
2.87% of portfolio
|
Q2 2025
Added 10.26%
|