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 1,182 institutions that hold shares in the stock, with a total of 476 Million shares, which have been reported (via 13F filing form) to have a value of $26.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gen Wealth Group, Inc.
|
Jan 12, 2026 Q4 2025 |
207,946
shares
|
$11.7 Million
1.97% of portfolio
|
Q4 2025
Added 3.77%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Oct 17, 2025 Q3 2025 |
206,547
shares
|
$11.6 Million
1.35% of portfolio
|
Q3 2025
Reduced 4.2%
|
|
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
Oct 30, 2025 Q3 2025 |
205,167
shares
|
$11.5 Million
6.44% of portfolio
|
Q3 2025
Added 12.15%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
204,531
shares
|
$11.5 Million
0.2% of portfolio
|
Q3 2022
Reduced 66.19%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
204,367
shares
|
$11.5 Million
0.12% of portfolio
|
Q3 2025
Reduced 14.4%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
204,161
shares
|
$11.5 Million
0.19% of portfolio
|
Q3 2025
Added 12.78%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Nov 05, 2025 Q3 2025 |
202,262
shares
|
$11.4 Million
1.54% of portfolio
|
Q3 2025
Added 16.9%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
200,153
shares
|
$11.2 Million
0.41% of portfolio
|
Q3 2025
Added 179.0%
|
|
|
Private Wealth Group, LLC
|
Jan 12, 2026 Q4 2025 |
198,515
shares
|
$11.2 Million
5.38% of portfolio
|
Q4 2025
Added 4.75%
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Nov 12, 2025 Q3 2025 |
198,117
shares
|
$11.1 Million
5.96% of portfolio
|
Q3 2025
Added 20.32%
|
|
|
Cibc Bancorp Usa Inc.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
197,509
shares
|
$11.1 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
197,409
shares
|
$11.1 Million
0.02% of portfolio
|
Q3 2025
Added 12.48%
|
|
|
Gibbs Wealth Management
Alpharetta, GA |
Oct 30, 2025 Q3 2025 |
196,383
shares
|
$11 Million
2.46% of portfolio
|
Q1 2025
Added 15.24%
|
|
|
Promus Capital, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
196,302
shares
|
$11 Million
6.93% of portfolio
|
Q3 2025
Added 2.42%
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
194,914
shares
|
$10.9 Million
1.42% of portfolio
|
Q3 2024
Added 15.04%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
191,881
shares
|
$10.8 Million
0.23% of portfolio
|
Q3 2025
Reduced 0.35%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Nov 07, 2025 Q3 2025 |
191,461
shares
|
$10.8 Million
4.45% of portfolio
|
Q3 2025
Reduced 0.86%
|
|
|
Buttonwood Financial Group, LLC
|
Jan 13, 2026 Q4 2025 |
190,446
shares
|
$10.7 Million
8.25% of portfolio
|
Q4 2025
Added 83.72%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 14, 2026 Q4 2025 |
188,570
shares
|
$10.6 Million
0.22% of portfolio
|
Q4 2025
Added 8.19%
|
|
|
Smithbridge Asset Management Inc
|
Oct 29, 2025 Q3 2025 |
185,659
shares
|
$10.4 Million
1.61% of portfolio
|
Q3 2025
Added 6.43%
|
|
|
Oak Harvest Investment Services
|
Oct 17, 2025 Q3 2025 |
185,617
shares
|
$10.4 Million
1.25% of portfolio
|
Q3 2025
Reduced 0.83%
|
|
|
Pecaut & Co.
|
Nov 03, 2025 Q3 2025 |
184,630
shares
|
$10.4 Million
3.4% of portfolio
|
Q3 2025
Added 1.74%
|
|
|
Townsquare Capital LLC
|
Nov 03, 2025 Q3 2025 |
184,118
shares
|
$10.3 Million
1.61% of portfolio
|
Q3 2025
Reduced 33.39%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
182,802
shares
|
$10.3 Million
0.06% of portfolio
|
Q3 2025
Reduced 2.9%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
181,114
shares
|
$10.2 Million
0.05% of portfolio
|
Q3 2025
Added 717.12%
|
|