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 |
|---|---|---|---|---|---|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
899
shares
|
$47,467
0.11% of portfolio
|
Q3 2024
Added 26.26%
|
|
|
Steph & CO
|
Jul 16, 2025 Q2 2025 |
885
shares
|
$46,728
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
807
shares
|
$42,609
0.0% of portfolio
|
Q2 2025
Added 75.82%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
802
shares
|
$42,345
0.0% of portfolio
|
Q1 2025
Reduced 7.18%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
749
shares
|
$39,547
0.0% of portfolio
|
Q1 2025
Added 166.55%
|
|
|
Fwl Investment Management, LLC
|
May 15, 2025 Q1 2025 |
735
shares
|
$38,808
0.01% of portfolio
|
Q3 2024
Reduced 40.73%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
720
shares
|
$38,016
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
701
shares
|
$37,012
0.0% of portfolio
|
Q2 2025
Added 0.57%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
695
shares
|
$36,696
0.0% of portfolio
|
Q4 2024
Added 224.77%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
694
shares
|
$36,643
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
688
shares
|
$36,326
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
May 16, 2025 Q1 2025 |
688
shares
|
$36,326
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
681
shares
|
$35,956
0.0% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
655
shares
|
$34,584
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
651
shares
|
$34,372
0.0% of portfolio
|
Q4 2022
Added 0.62%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
640
shares
|
$33,792
0.0% of portfolio
|
Q2 2025
Added 63900.0%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
628
shares
|
$33,158
0.0% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
625
shares
|
$33,000
0.01% of portfolio
|
Q4 2024
Added 0.81%
|
|
|
Flaharty Asset Management, LLC
|
May 20, 2025 Q1 2025 |
617
shares
|
$32,577
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
608
shares
|
$32,102
0.02% of portfolio
|
Q4 2024
Added 19.45%
|
|
|
Plante Moran Financial Advisors, LLC
|
May 08, 2025 Q1 2025 |
605
shares
|
$31,944
0.0% of portfolio
|
Q1 2025
Reduced 30.62%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jul 17, 2025 Q2 2025 |
597
shares
|
$31,521
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
591
shares
|
$31,204
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Barclays PLC
London, X0 |
May 15, 2025 Q1 2025 |
580
shares
|
$30,624
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
May 05, 2025 Q1 2025 |
578
shares
|
$30,518
0.01% of portfolio
|
Q1 2025
New holding
|