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 1,122 institutions that hold shares in the stock, with a total of 454 Million shares, which have been reported (via 13F filing form) to have a value of $24.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
514,102
shares
|
$27.4 Million
0.16% of portfolio
|
Q1 2025
Added 22.67%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jul 15, 2025 Q2 2025 |
510,733
shares
|
$27.2 Million
3.52% of portfolio
|
Q2 2025
Reduced 6.59%
|
|
|
Avantax Planning Partners, Inc.
|
Apr 28, 2025 Q1 2025 |
509,504
shares
|
$27.2 Million
0.93% of portfolio
|
Q1 2025
Added 12.56%
|
|
|
Riversedge Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
503,703
shares
|
$26.9 Million
5.23% of portfolio
|
Q2 2025
Reduced 7.11%
|
|
|
Alta Wealth Advisors LLC
|
Jul 22, 2025 Q2 2025 |
494,328
shares
|
$26.4 Million
12.22% of portfolio
|
Q2 2025
Added 5.67%
|
|
|
Rodgers & Associates, LTD
|
Apr 22, 2025 Q1 2025 |
483,958
shares
|
$25.8 Million
3.02% of portfolio
|
Q1 2025
Added 1.82%
|
|
|
Harbor Group, Inc.
|
Jul 14, 2025 Q2 2025 |
472,831
shares
|
$25.2 Million
4.46% of portfolio
|
Q2 2025
Added 3.26%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
464,743
shares
|
$24.8 Million
1.38% of portfolio
|
Q3 2022
Reduced 0.47%
|
|
|
Michael S. Ryan, Inc.
Albany, NY |
Jul 02, 2025 Q2 2025 |
464,006
shares
|
$24.7 Million
16.28% of portfolio
|
Q2 2025
Added 7.17%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
May 15, 2025 Q1 2025 |
461,424
shares
|
$24.6 Million
3.6% of portfolio
|
Q1 2025
Added 2.84%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
445,245
shares
|
$23.7 Million
0.15% of portfolio
|
Q4 2024
Added 8.99%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Apr 18, 2025 Q1 2025 |
444,575
shares
|
$23.7 Million
2.71% of portfolio
|
Q1 2025
New holding
|
|
|
Leicht Financial Planning & Wealth Management, Inc.
|
Apr 11, 2025 Q1 2025 |
439,954
shares
|
$23.5 Million
11.68% of portfolio
|
Q1 2025
Added 1.78%
|
|
|
Visionary Horizons, LLC
Knoxville, TN |
Jul 22, 2025 Q2 2025 |
439,033
shares
|
$23.4 Million
14.54% of portfolio
|
Q2 2025
Reduced 1.31%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
437,088
shares
|
$23.3 Million
0.14% of portfolio
|
Q1 2025
Added 24.77%
|
|
|
Mbe Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
423,743
shares
|
$22.6 Million
10.61% of portfolio
|
Q2 2025
Added 3.02%
|
|
|
Sky Oak Wealth, LLC
|
May 01, 2025 Q1 2025 |
420,791
shares
|
$22.4 Million
4.73% of portfolio
|
Q1 2025
Added 4.79%
|
|
|
Integrated Capital Management, LLC
Bloomfield, MI |
Jul 22, 2025 Q2 2025 |
419,637
shares
|
$22.4 Million
10.64% of portfolio
|
Q2 2025
Added 4.52%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jul 09, 2025 Q2 2025 |
405,567
shares
|
$21.6 Million
7.9% of portfolio
|
Q2 2025
New holding
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
402,864
shares
|
$21.5 Million
0.61% of portfolio
|
Q2 2025
Reduced 0.5%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
399,015
shares
|
$21.3 Million
1.3% of portfolio
|
Q1 2025
Added 5.7%
|
|
|
Hamilton Capital, LLC
Columbus, OH |
May 15, 2025 Q1 2025 |
397,814
shares
|
$21.2 Million
1.23% of portfolio
|
Q1 2025
Added 1.78%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
390,837
shares
|
$20.8 Million
0.03% of portfolio
|
Q2 2025
Added 1.93%
|
|
|
Potentia Wealth
San Jose, CA |
May 09, 2025 Q1 2025 |
389,246
shares
|
$20.8 Million
9.32% of portfolio
|
Q1 2025
Added 2.45%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
389,150
shares
|
$20.7 Million
0.59% of portfolio
|
Q4 2024
Added 10.52%
|