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 1,125 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 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
389,150
shares
|
$20.5 Million
0.59% of portfolio
|
Q4 2024
Added 10.52%
|
|
|
Ascent Group, LLC
|
Jul 21, 2025 Q2 2025 |
375,369
shares
|
$19.8 Million
0.8% of portfolio
|
Q2 2025
Reduced 5.01%
|
|
|
Silver Oak Wealth Management LLC
Edina, MN |
Apr 30, 2025 Q1 2025 |
370,016
shares
|
$19.5 Million
4.09% of portfolio
|
Q1 2025
Added 6.13%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
May 12, 2025 Q1 2025 |
369,061
shares
|
$19.5 Million
2.66% of portfolio
|
Q1 2025
Added 12.72%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Apr 28, 2025 Q1 2025 |
365,892
shares
|
$19.3 Million
11.21% of portfolio
|
Q1 2025
Added 1.31%
|
|
|
Leslie Global Wealth, LLC
Itasca, IL |
May 14, 2025 Q1 2025 |
364,573
shares
|
$19.2 Million
9.06% of portfolio
|
Q1 2025
Added 3.58%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
360,076
shares
|
$19 Million
0.74% of portfolio
|
Q1 2025
Reduced 5.88%
|
|
|
Money Design Co.,Ltd.
|
Apr 28, 2025 Q1 2025 |
359,958
shares
|
$19 Million
0.92% of portfolio
|
Q1 2025
Reduced 1.27%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
357,931
shares
|
$18.9 Million
0.04% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Williams Financial, LLC
Bennington, VT |
Jul 11, 2025 Q2 2025 |
354,528
shares
|
$18.7 Million
20.23% of portfolio
|
Q2 2025
Reduced 15.19%
|
|
|
Wealth Advisors Of Iowa, LLC
|
May 12, 2025 Q1 2025 |
353,323
shares
|
$18.7 Million
7.76% of portfolio
|
Q1 2025
Added 7.21%
|
|
|
Retirement Planning Group
|
Apr 10, 2025 Q1 2025 |
353,161
shares
|
$18.6 Million
1.18% of portfolio
|
Q1 2025
Reduced 3.63%
|
|
|
Tpg Financial Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
352,246
shares
|
$18.6 Million
7.9% of portfolio
|
Q1 2025
Reduced 4.99%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
May 06, 2025 Q1 2025 |
349,587
shares
|
$18.5 Million
0.63% of portfolio
|
Q1 2025
Added 18.23%
|
|
|
Goodman Advisory Group, LLC
|
May 15, 2025 Q1 2025 |
348,702
shares
|
$18.4 Million
5.45% of portfolio
|
Q1 2025
Reduced 15.12%
|
|
|
Pure Financial Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
347,277
shares
|
$18.3 Million
0.33% of portfolio
|
Q2 2025
Reduced 2.13%
|
|
|
Navalign, LLC
|
Apr 29, 2025 Q1 2025 |
346,181
shares
|
$18.3 Million
5.1% of portfolio
|
Q1 2025
Added 0.87%
|
|
|
Windsor Capital Management, LLC
|
Jul 11, 2025 Q2 2025 |
344,305
shares
|
$18.2 Million
5.34% of portfolio
|
Q2 2025
Added 1.01%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
336,728
shares
|
$17.8 Million
1.55% of portfolio
|
Q2 2025
Added 22.17%
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
335,368
shares
|
$17.7 Million
8.89% of portfolio
|
Q1 2023
Added 0.29%
|
|
|
First Heartland Consultants, Inc.
|
May 07, 2025 Q1 2025 |
335,168
shares
|
$17.7 Million
1.95% of portfolio
|
Q1 2025
Added 1.59%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
334,973
shares
|
$17.7 Million
0.27% of portfolio
|
Q1 2025
Added 2.29%
|
|
|
Mc Adam, LLC
|
Jul 15, 2025 Q2 2025 |
330,910
shares
|
$17.5 Million
0.97% of portfolio
|
Q2 2025
Added 23.07%
|
|
|
Freestate Advisors LLC
Overland Park, KS |
Jul 16, 2025 Q2 2025 |
327,023
shares
|
$17.3 Million
15.49% of portfolio
|
Q2 2025
Reduced 1.56%
|
|
|
Hills Bank & Trust CO
|
Apr 25, 2025 Q1 2025 |
325,004
shares
|
$17.2 Million
1.22% of portfolio
|
Q1 2025
Added 35.88%
|