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 |
|---|---|---|---|---|---|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
269,987
shares
|
$14.3 Million
1.46% of portfolio
|
Q4 2023
Added 3.78%
|
|
|
Millington Financial Advisors, LLC
Naperville, IL |
Apr 14, 2025 Q1 2025 |
268,018
shares
|
$14.2 Million
7.88% of portfolio
|
Q1 2025
Reduced 1.11%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
262,582
shares
|
$13.9 Million
0.05% of portfolio
|
Q2 2025
Reduced 0.35%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
259,509
shares
|
$13.7 Million
0.28% of portfolio
|
Q1 2025
Added 1.23%
|
|
|
Strategic Financial Partners, Ltd.
Bend, OR |
May 06, 2025 Q1 2025 |
258,264
shares
|
$13.6 Million
7.04% of portfolio
|
Q1 2025
Reduced 12.72%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
258,044
shares
|
$13.6 Million
0.03% of portfolio
|
Q1 2025
Reduced 5.02%
|
|
|
Abound Financial, LLC
Granite Bay, CA |
Apr 29, 2025 Q1 2025 |
255,740
shares
|
$13.5 Million
6.61% of portfolio
|
Q1 2025
Added 5.08%
|
|
|
Cbm Financial, LLC
Austin, TX |
May 20, 2025 Q1 2025 |
255,334
shares
|
$13.5 Million
10.59% of portfolio
|
Q1 2025
New holding
|
|
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
Jul 15, 2025 Q2 2025 |
253,953
shares
|
$13.4 Million
4.09% of portfolio
|
Q2 2025
Reduced 8.74%
|
|
|
Meridian Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
253,685
shares
|
$13.4 Million
0.64% of portfolio
|
Q1 2025
Added 0.57%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
May 13, 2025 Q1 2025 |
249,252
shares
|
$13.2 Million
1.22% of portfolio
|
Q1 2025
Added 1.25%
|
|
|
Legacy Financial Group LLC
|
Jul 15, 2025 Q2 2025 |
243,837
shares
|
$12.9 Million
2.16% of portfolio
|
Q2 2025
Added 16.8%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
239,048
shares
|
$12.6 Million
0.34% of portfolio
|
Q1 2025
Added 12.2%
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
236,701
shares
|
$12.5 Million
1.38% of portfolio
|
Q2 2025
Reduced 27.01%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Jul 18, 2025 Q2 2025 |
235,365
shares
|
$12.4 Million
6.08% of portfolio
|
Q2 2025
Added 9.07%
|
|
|
Optimist Retirement Group LLC
Bellevue, WA |
May 05, 2025 Q1 2025 |
232,929
shares
|
$12.3 Million
6.06% of portfolio
|
Q1 2025
Added 0.6%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
May 12, 2025 Q1 2025 |
232,385
shares
|
$12.3 Million
0.04% of portfolio
|
Q1 2025
Reduced 26.67%
|
|
|
Novem Group
Rochester, NY |
Jul 16, 2025 Q2 2025 |
230,881
shares
|
$12.2 Million
1.52% of portfolio
|
Q2 2025
Added 3.55%
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
229,476
shares
|
$12.1 Million
0.95% of portfolio
|
Q1 2025
Added 1.8%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
229,044
shares
|
$12.1 Million
0.33% of portfolio
|
Q1 2025
Added 6.67%
|
|
|
Reston Wealth Management LLC
|
Apr 24, 2025 Q1 2025 |
227,804
shares
|
$12 Million
4.71% of portfolio
|
Q1 2025
Reduced 9.75%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
May 09, 2025 Q1 2025 |
226,285
shares
|
$11.9 Million
2.3% of portfolio
|
Q1 2025
Added 3.01%
|
|
|
Power Wealth Management LLC
Roswell, GA |
May 13, 2025 Q1 2025 |
224,715
shares
|
$11.9 Million
4.64% of portfolio
|
Q1 2025
Added 10.03%
|
|
|
Financial Council Asset Management Inc
|
Jul 21, 2025 Q2 2025 |
222,651
shares
|
$11.8 Million
5.65% of portfolio
|
Q2 2025
Added 2.42%
|
|
|
Valtinson Bruner Financial Planning LLC
|
May 14, 2025 Q1 2025 |
222,291
shares
|
$11.7 Million
4.75% of portfolio
|
Q1 2025
Added 1.75%
|