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 |
|---|---|---|---|---|---|
|
City Holding CO
|
Jul 17, 2025 Q2 2025 |
305
shares
|
$16,104
0.0% of portfolio
|
Q4 2024
Reduced 3.17%
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
301
shares
|
$15,892
0.0% of portfolio
|
Q3 2024
Reduced 60.34%
|
|
|
Pacifica Partners Inc.
|
Jul 14, 2025 Q2 2025 |
290
shares
|
$15,312
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Team Financial Group, LLC
Temecula, CA |
Jul 21, 2025 Q2 2025 |
277
shares
|
$14,625
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
275
shares
|
$14,520
0.0% of portfolio
|
Q3 2020
Reduced 71.65%
|
|
|
Crewe Advisors LLC
|
Apr 22, 2025 Q1 2025 |
268
shares
|
$14,150
0.0% of portfolio
|
Q1 2025
Reduced 72.34%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
264
shares
|
$13,939
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
May 14, 2025 Q1 2025 |
262
shares
|
$13,833
0.01% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
American National Bank
|
Jul 16, 2025 Q2 2025 |
260
shares
|
$13,728
0.0% of portfolio
|
Q3 2024
Reduced 49.32%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
259
shares
|
$13,675
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Paladin Advisory Group, LLC
|
Apr 15, 2025 Q1 2025 |
254
shares
|
$13,411
0.01% of portfolio
|
Q1 2024
Reduced 9.61%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
247
shares
|
$13,041
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
238
shares
|
$12,566
0.0% of portfolio
|
Q1 2025
Reduced 32.19%
|
|
|
Washington Trust CO
|
Apr 25, 2025 Q1 2025 |
225
shares
|
$11,880
0.0% of portfolio
|
Q3 2023
Reduced 68.4%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
220
shares
|
$11,616
0.0% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
208
shares
|
$10,982
0.0% of portfolio
|
Q4 2024
Added 0.97%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
207
shares
|
$10,929
0.01% of portfolio
|
Q1 2025
Reduced 8.81%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
206
shares
|
$10,876
0.01% of portfolio
|
Q1 2025
Added 0.49%
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
202
shares
|
$10,665
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
198
shares
|
$10,454
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
May 09, 2025 Q1 2025 |
195
shares
|
$10,296
0.0% of portfolio
|
Q4 2024
Added 271.79%
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
189
shares
|
$9,979
0.0% of portfolio
|
Q2 2025
Reduced 86.58%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
181
shares
|
$9,556
0.01% of portfolio
|
Q1 2025
Added 43.65%
|
|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Apr 25, 2025 Q1 2025 |
181
shares
|
$9,556
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Byrne Asset Management LLC
|
Jul 09, 2025 Q2 2025 |
177
shares
|
$9,345
0.01% of portfolio
|
Q3 2024
Added 84.75%
|