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 |
|---|---|---|---|---|---|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Aug 11, 2025 Q2 2025 |
3,026
shares
|
$165,401
0.13% of portfolio
|
Q2 2023
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
3,019
shares
|
$165,018
0.0% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Darwin Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
2,877
shares
|
$157,256
0.06% of portfolio
|
Q2 2025
Reduced 13.42%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
2,800
shares
|
$153,048
0.02% of portfolio
|
Q2 2023
Added 86.67%
|
|
|
Indiana Trust & Investment Management CO
|
Jul 23, 2025 Q2 2025 |
2,774
shares
|
$151,626
0.05% of portfolio
|
Q2 2025
Reduced 3.65%
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Aug 29, 2025 Q2 2025 |
2,726
shares
|
$149,003
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Aug 14, 2025 Q2 2025 |
2,675
shares
|
$146,215
0.04% of portfolio
|
Q1 2025
Reduced 5.31%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
2,602
shares
|
$142,225
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
2,587
shares
|
$141,405
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Clear Investment Research, LLC
|
Aug 04, 2025 Q2 2025 |
2,375
shares
|
$129,817
0.16% of portfolio
|
Q2 2025
Added 0.47%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
2,330
shares
|
$127,357
0.1% of portfolio
|
Q1 2025
Reduced 4.7%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Aug 14, 2025 Q2 2025 |
2,303
shares
|
$125,881
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Urban Financial Advisory Corp
Chicago, IL |
Aug 15, 2025 Q2 2025 |
2,259
shares
|
$123,476
0.06% of portfolio
|
Q2 2025
Added 0.49%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Jul 28, 2025 Q2 2025 |
2,235
shares
|
$122,165
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Heritage Wealth Advisors
|
Aug 11, 2025 Q2 2025 |
2,200
shares
|
$120,251
0.01% of portfolio
|
Q2 2024
Added 543.27%
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
2,167
shares
|
$118,448
0.02% of portfolio
|
Q2 2025
Added 138.66%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Aug 13, 2025 Q2 2025 |
2,000
shares
|
$109,320
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
1,994
shares
|
$108,992
0.08% of portfolio
|
Q4 2024
Reduced 93.24%
|
|
|
Trust CO Of Vermont
|
Jul 18, 2025 Q2 2025 |
1,912
shares
|
$104,509
0.0% of portfolio
|
Q1 2025
Reduced 6.64%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
1,693
shares
|
$92,539
0.01% of portfolio
|
Q2 2024
Added 0.47%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,641
shares
|
$89,697
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Aug 12, 2025 Q2 2025 |
1,628
shares
|
$88,986
0.03% of portfolio
|
Q2 2025
Reduced 15.08%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Jul 15, 2025 Q2 2025 |
1,628
shares
|
$88,986
0.03% of portfolio
|
Q2 2025
Added 0.49%
|
|
|
Future Financial Wealth Managment LLC
|
Jul 21, 2025 Q2 2025 |
1,627
shares
|
$88,931
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
Aug 08, 2025 Q2 2025 |
1,514
shares
|
$82,755
0.05% of portfolio
|
Q4 2024
New holding
|