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 |
|---|---|---|---|---|---|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Jul 16, 2025 Q2 2025 |
1,506
shares
|
$82,317
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Nvwm, LLC
|
Aug 06, 2025 Q2 2025 |
1,461
shares
|
$79,858
0.02% of portfolio
|
Q1 2022
Reduced 28.56%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
1,354
shares
|
$74,009
0.0% of portfolio
|
Q2 2025
Added 5.95%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
1,346
shares
|
$73,572
0.01% of portfolio
|
Q2 2025
Reduced 0.3%
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
1,322
shares
|
$72,260
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Thompson Investment Management, Inc.
|
Jul 24, 2025 Q2 2025 |
1,290
shares
|
$70,511
0.01% of portfolio
|
Q2 2025
Added 0.86%
|
|
|
Claremont Financial Group, Inc.
Claremont, CA |
Aug 15, 2022 Q1 2022 |
1,250
shares
|
$68,325
0.22% of portfolio
|
Q1 2022
Added 25.0%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Aug 12, 2025 Q2 2025 |
1,243
shares
|
$67,942
0.04% of portfolio
|
Q2 2025
Added 15.2%
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
1,212
shares
|
$66,247
0.0% of portfolio
|
Q4 2024
Reduced 40.5%
|
|
|
Optimum Investment Advisors
|
Jul 31, 2025 Q2 2025 |
1,200
shares
|
$65,592
0.03% of portfolio
|
Q4 2022
Reduced 62.5%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
1,188
shares
|
$64,936
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
First Financial Corp
|
Jul 09, 2025 Q2 2025 |
1,157
shares
|
$63,241
0.03% of portfolio
|
Q3 2024
Reduced 21.19%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
1,095
shares
|
$59,852
0.01% of portfolio
|
Q1 2024
Added 3.79%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
1,076
shares
|
$58,814
0.02% of portfolio
|
Q1 2024
Reduced 70.63%
|
|
|
Nbt Bank N A
|
Jul 23, 2025 Q2 2025 |
1,063
shares
|
$58,103
0.0% of portfolio
|
Q2 2025
Reduced 9.07%
|
|
|
Ballast Advisors LLC
|
Jul 31, 2025 Q2 2025 |
1,062
shares
|
$58,048
0.02% of portfolio
|
Q2 2025
Reduced 7.33%
|
|
|
Access Investment Management LLC
Atlanta, GA |
Aug 05, 2025 Q2 2025 |
1,050
shares
|
$57,393
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Westside Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
1,044
shares
|
$57,065
0.01% of portfolio
|
Q1 2025
Reduced 5.35%
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
1,000
shares
|
$54,660
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jul 07, 2025 Q2 2025 |
995
shares
|
$54,386
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Phillips Financial Management, LLC
|
Jul 30, 2025 Q2 2025 |
974
shares
|
$53,238
0.0% of portfolio
|
Q4 2024
Reduced 63.18%
|
|
|
Newbridge Financial Services Group, Inc.
|
Aug 19, 2025 Q2 2025 |
911
shares
|
$49,795
0.01% of portfolio
|
Q2 2025
Reduced 14.62%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
899
shares
|
$49,139
0.11% of portfolio
|
Q3 2024
Added 26.26%
|
|
|
Balentine LLC
Atlanta, GA |
Aug 04, 2025 Q2 2025 |
887
shares
|
$48,483
0.0% of portfolio
|
Q2 2025
Reduced 98.3%
|
|
|
Steph & CO
|
Jul 16, 2025 Q2 2025 |
885
shares
|
$48,374
0.02% of portfolio
|
Q3 2024
New holding
|