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 |
|---|---|---|---|---|---|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
853
shares
|
$46,624
0.02% of portfolio
|
Q2 2025
Reduced 15.79%
|
|
|
Crewe Advisors LLC
|
Jul 29, 2025 Q2 2025 |
828
shares
|
$45,258
0.01% of portfolio
|
Q2 2025
Added 208.96%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
807
shares
|
$44,110
0.0% of portfolio
|
Q2 2025
Added 75.82%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
802
shares
|
$43,837
0.0% of portfolio
|
Q1 2025
Reduced 7.18%
|
|
|
Fwl Investment Management, LLC
|
Aug 14, 2025 Q2 2025 |
735
shares
|
$40,175
0.01% of portfolio
|
Q3 2024
Reduced 40.73%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
720
shares
|
$39,355
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
701
shares
|
$38,316
0.0% of portfolio
|
Q2 2025
Added 0.57%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
695
shares
|
$37,988
0.0% of portfolio
|
Q4 2024
Added 224.77%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Aug 12, 2025 Q2 2025 |
694
shares
|
$37,934
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
688
shares
|
$37,606
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Aug 06, 2025 Q2 2025 |
688
shares
|
$37,606
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
684
shares
|
$37,387
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
681
shares
|
$37,223
0.0% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
655
shares
|
$35,802
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Aug 11, 2025 Q2 2025 |
655
shares
|
$35,802
0.01% of portfolio
|
Q2 2025
Added 13.32%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
651
shares
|
$35,583
0.0% of portfolio
|
Q4 2022
Added 0.62%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
640
shares
|
$34,982
0.0% of portfolio
|
Q2 2025
Added 63900.0%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
627
shares
|
$34,271
0.0% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
608
shares
|
$33,233
0.02% of portfolio
|
Q4 2024
Added 19.45%
|
|
|
Plante Moran Financial Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
605
shares
|
$33,069
0.0% of portfolio
|
Q1 2025
Reduced 30.62%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jul 17, 2025 Q2 2025 |
597
shares
|
$32,632
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
591
shares
|
$32,304
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Barclays PLC
London, X0 |
Aug 14, 2025 Q2 2025 |
580
shares
|
$31,702
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jul 16, 2025 Q2 2025 |
575
shares
|
$31,429
0.01% of portfolio
|
Q2 2025
Added 16.16%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
572
shares
|
$31,265
0.0% of portfolio
|
Q1 2025
Reduced 41.15%
|