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 |
|---|---|---|---|---|---|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
635,558
shares
|
$33.6 Million
0.71% of portfolio
|
Q2 2025
Added 39.13%
|
|
|
Tsfg, LLC
|
Apr 24, 2025 Q1 2025 |
630,127
shares
|
$33.3 Million
6.58% of portfolio
|
Q1 2025
Added 14.38%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
621,125
shares
|
$32.8 Million
1.65% of portfolio
|
Q2 2022
Reduced 9.21%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
619,361
shares
|
$32.7 Million
1.18% of portfolio
|
Q2 2025
Added 2.01%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
617,157
shares
|
$32.6 Million
0.12% of portfolio
|
Q1 2025
Reduced 2.19%
|
|
|
Courier Capital LLC
|
Apr 14, 2025 Q1 2025 |
610,727
shares
|
$32.2 Million
2.05% of portfolio
|
Q1 2025
Added 18.08%
|
|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
603,545
shares
|
$31.9 Million
7.15% of portfolio
|
Q3 2024
Added 7.41%
|
|
|
Koss Olinger Consulting, LLC
|
May 12, 2025 Q1 2025 |
597,180
shares
|
$31.5 Million
2.59% of portfolio
|
Q1 2025
Added 6.85%
|
|
|
E Rn Financial, LLC
|
Jul 17, 2025 Q2 2025 |
579,699
shares
|
$30.6 Million
6.63% of portfolio
|
Q2 2025
Added 4.04%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
576,411
shares
|
$30.4 Million
0.33% of portfolio
|
Q2 2022
New holding
|
|
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
Jul 03, 2025 Q2 2025 |
564,436
shares
|
$29.8 Million
16.36% of portfolio
|
Q2 2025
Added 12.08%
|
|
|
Northern Trust Corp
Chicago, IL |
May 13, 2025 Q1 2025 |
556,696
shares
|
$29.4 Million
0.0% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Brandywine Oak Private Wealth LLC
|
May 07, 2025 Q1 2025 |
546,609
shares
|
$28.9 Million
2.74% of portfolio
|
Q1 2025
Added 3.83%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
545,827
shares
|
$28.8 Million
0.97% of portfolio
|
Q1 2025
Reduced 6.15%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
May 08, 2025 Q1 2025 |
541,453
shares
|
$28.6 Million
2.95% of portfolio
|
Q1 2025
Added 19.33%
|
|
|
Fifth Third Securities, Inc.
|
Jul 17, 2025 Q2 2025 |
540,467
shares
|
$28.5 Million
2.18% of portfolio
|
Q2 2025
Added 45.1%
|
|
|
Choice Wealth Advisors, LLC
Waterville, ME |
Jul 08, 2025 Q2 2025 |
538,690
shares
|
$28.4 Million
13.89% of portfolio
|
Q2 2025
Added 0.6%
|
|
|
Inspirion Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
536,296
shares
|
$28.3 Million
3.86% of portfolio
|
Q2 2025
Reduced 1.76%
|
|
|
Jacobi Capital Management LLC
|
May 27, 2025 Q1 2025 |
536,227
shares
|
$28.3 Million
2.1% of portfolio
|
Q1 2025
Added 6211.52%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
536,053
shares
|
$28.3 Million
1.87% of portfolio
|
Q1 2025
Added 6.56%
|
|
|
Measured Wealth Private Client Group, LLC
|
May 12, 2025 Q1 2025 |
528,939
shares
|
$27.9 Million
8.75% of portfolio
|
Q1 2025
Added 1.6%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
May 02, 2025 Q1 2025 |
524,855
shares
|
$27.7 Million
1.75% of portfolio
|
Q1 2025
Reduced 8.04%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Apr 24, 2025 Q1 2025 |
517,552
shares
|
$27.3 Million
5.19% of portfolio
|
Q1 2025
Reduced 14.96%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
516,091
shares
|
$27.2 Million
0.06% of portfolio
|
Q1 2025
Added 0.68%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
515,645
shares
|
$27.2 Million
0.33% of portfolio
|
Q1 2025
Added 4.53%
|