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 |
|---|---|---|---|---|---|
|
Valued Wealth Advisors LLC
Holladay, UT |
Aug 06, 2025 Q2 2025 |
174
shares
|
$9,510
0.0% of portfolio
|
Q1 2025
Reduced 54.09%
|
|
|
United Community Bank
Greenville, SC |
Jul 31, 2025 Q2 2025 |
168
shares
|
$9,182
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Marshall & Sullivan Inc
|
Jul 11, 2025 Q2 2025 |
157
shares
|
$8,581
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
154
shares
|
$8,417
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Jul 31, 2025 Q2 2025 |
153
shares
|
$8,362
0.0% of portfolio
|
Q2 2025
Added 15200.0%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jul 16, 2025 Q2 2025 |
137
shares
|
$7,488
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Apr 28, 2025 Q1 2025 |
135
shares
|
$7,379
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
Jul 25, 2025 Q2 2025 |
125
shares
|
$6,832
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
120
shares
|
$6,559
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Eastern Bank
|
Jul 24, 2025 Q2 2025 |
120
shares
|
$6,559
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
120
shares
|
$6,559
0.0% of portfolio
|
Q2 2025
Reduced 49.58%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
120
shares
|
$6,559
0.0% of portfolio
|
Q1 2023
Reduced 50.21%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
118
shares
|
$6,449
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
117
shares
|
$6,395
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cnb Bank
Clearfield, PA |
Jul 31, 2025 Q2 2025 |
115
shares
|
$6,285
0.0% of portfolio
|
Q2 2025
Reduced 25.32%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Aug 12, 2025 Q2 2025 |
105
shares
|
$5,739
0.0% of portfolio
|
Q2 2025
Reduced 46.15%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
95
shares
|
$5,192
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
84
shares
|
$4,591
0.0% of portfolio
|
Q1 2024
Reduced 26.96%
|
|
|
Group One Trading, L.P.
Chicago, IL |
Aug 13, 2025 Q2 2025 |
83
shares
|
$4,536
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
80
shares
|
$4,372
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Paladin Advisory Group, LLC
|
Aug 06, 2025 Q2 2025 |
61
shares
|
$3,334
0.0% of portfolio
|
Q2 2025
Reduced 75.98%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
61
shares
|
$3,334
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
61
shares
|
$3,334
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Stone House Investment Management, LLC
|
Aug 06, 2025 Q2 2025 |
60
shares
|
$3,279
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
60
shares
|
$3,279
0.0% of portfolio
|
Q2 2025
Reduced 58.04%
|