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 |
|---|---|---|---|---|---|
|
Hills Bank & Trust CO
|
Apr 25, 2025 Q1 2025 |
325,004
shares
|
$17.2 Million
1.22% of portfolio
|
Q1 2025
Added 35.88%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
323,296
shares
|
$17.1 Million
0.27% of portfolio
|
Q1 2025
Reduced 5.14%
|
|
|
Graney & King, LLC
Latham, NY |
May 14, 2025 Q1 2025 |
320,909
shares
|
$16.9 Million
12.2% of portfolio
|
Q1 2025
Reduced 8.53%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
320,373
shares
|
$16.9 Million
1.16% of portfolio
|
Q4 2023
Added 6.53%
|
|
|
Horizon Financial Services, LLC
|
May 07, 2025 Q1 2025 |
316,957
shares
|
$16.7 Million
9.07% of portfolio
|
Q1 2025
Reduced 98.04%
|
|
|
Advisor Resource Council
|
Apr 21, 2025 Q1 2025 |
314,080
shares
|
$16.6 Million
1.19% of portfolio
|
Q1 2025
Added 2661.14%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
310,829
shares
|
$16.4 Million
0.28% of portfolio
|
Q1 2025
Reduced 9.98%
|
|
|
Destiny Capital Corp/Co
Golden, CO |
Apr 16, 2025 Q1 2025 |
309,963
shares
|
$16.4 Million
10.73% of portfolio
|
Q1 2025
Added 2.02%
|
|
|
Meritage Portfolio Management
|
Apr 28, 2025 Q1 2025 |
309,050
shares
|
$16.3 Million
1.07% of portfolio
|
Q1 2025
Reduced 4.69%
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
304,726
shares
|
$16.1 Million
0.56% of portfolio
|
Q2 2025
Added 17.81%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Jul 16, 2025 Q2 2025 |
302,295
shares
|
$16 Million
2.01% of portfolio
|
Q2 2025
Reduced 1.38%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
299,748
shares
|
$15.8 Million
0.01% of portfolio
|
Q1 2025
Added 32.72%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
May 05, 2025 Q1 2025 |
298,675
shares
|
$15.8 Million
0.92% of portfolio
|
Q1 2025
Added 36.33%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
297,163
shares
|
$15.7 Million
0.48% of portfolio
|
Q1 2025
Reduced 22.37%
|
|
|
Ackerman Capital Advisors, LLC
|
May 09, 2025 Q1 2025 |
294,169
shares
|
$15.5 Million
3.98% of portfolio
|
Q1 2025
Added 4.87%
|
|
|
Destiny Capital Securities Corporation
Golden, CO |
Nov 13, 2023 Q3 2023 |
290,290
shares
|
$15.3 Million
9.72% of portfolio
|
Q3 2023
New holding
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
289,287
shares
|
$15.3 Million
0.7% of portfolio
|
Q1 2025
Reduced 5.32%
|
|
|
Diligent Investors, LLC
|
Jul 21, 2025 Q2 2025 |
286,385
shares
|
$15.1 Million
4.02% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
283,357
shares
|
$15 Million
0.18% of portfolio
|
Q1 2025
Added 292.2%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jul 09, 2025 Q2 2025 |
281,530
shares
|
$14.9 Million
1.15% of portfolio
|
Q2 2025
Reduced 41.17%
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Apr 17, 2025 Q1 2025 |
280,780
shares
|
$14.8 Million
1.88% of portfolio
|
Q1 2025
Added 1.74%
|
|
|
Sargent Investment Group, LLC
|
May 05, 2025 Q1 2025 |
280,731
shares
|
$14.8 Million
2.31% of portfolio
|
Q1 2025
Reduced 4.25%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
279,399
shares
|
$14.8 Million
1.24% of portfolio
|
Q4 2024
Reduced 1.72%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
274,570
shares
|
$14.5 Million
0.21% of portfolio
|
Q1 2025
Reduced 40.15%
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
272,487
shares
|
$14.4 Million
4.16% of portfolio
|
Q2 2025
Added 0.92%
|