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 |
|---|---|---|---|---|---|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
179,327
shares
|
$10.1 Million
0.02% of portfolio
|
Q3 2025
Reduced 1.67%
|
|
|
Bcs Wealth Management
|
Oct 22, 2025 Q3 2025 |
176,721
shares
|
$9.93 Million
2.39% of portfolio
|
Q3 2025
Reduced 0.13%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
176,237
shares
|
$9.9 Million
0.15% of portfolio
|
Q3 2025
Added 13.81%
|
|
|
Hunting Hill Global Capital, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
174,585
shares
|
$9.81 Million
5.43% of portfolio
|
Q3 2025
Reduced 4.8%
|
|
|
M&T Bank Corp
|
Nov 14, 2025 Q3 2025 |
174,067
shares
|
$9.78 Million
0.03% of portfolio
|
Q3 2025
Reduced 10.73%
|
|
|
Soa Wealth Advisors, Llc.
|
Oct 21, 2025 Q3 2025 |
173,141
shares
|
$9.73 Million
1.0% of portfolio
|
Q3 2025
Reduced 26.85%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
170,978
shares
|
$9.6 Million
1.76% of portfolio
|
Q2 2025
Added 14.95%
|
|
|
Cobblestone Asset Management LLC
Richmond, VA |
Oct 20, 2025 Q3 2025 |
168,816
shares
|
$9.48 Million
4.27% of portfolio
|
Q3 2025
Added 3.98%
|
|
|
Financial Gravity Asset Management, Inc.
|
Nov 14, 2025 Q3 2025 |
166,035
shares
|
$9.33 Million
1.82% of portfolio
|
Q3 2025
Added 1.56%
|
|
|
Auour Investments LLC
Wenham, MA |
Jan 12, 2026 Q4 2025 |
164,505
shares
|
$9.24 Million
3.16% of portfolio
|
Q4 2025
Reduced 2.93%
|
|
|
Gunma Bank,Ltd.
|
Nov 05, 2025 Q3 2025 |
163,200
shares
|
$9.17 Million
2.83% of portfolio
|
Q2 2025
Reduced 7.38%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
162,094
shares
|
$9.1 Million
0.09% of portfolio
|
Q1 2025
Reduced 45.42%
|
|
|
Cardinal Strategic Wealth Guidance
|
Oct 22, 2025 Q3 2025 |
159,522
shares
|
$8.96 Million
2.42% of portfolio
|
Q3 2025
Added 0.82%
|
|
|
Laurel Wealth Planning LLC
Edina, MN |
Oct 20, 2025 Q3 2025 |
158,913
shares
|
$8.93 Million
4.89% of portfolio
|
Q3 2025
Added 1.44%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
158,232
shares
|
$8.89 Million
0.34% of portfolio
|
Q3 2022
Reduced 6.05%
|
|
|
Lynch & Associates
|
Jan 07, 2026 Q4 2025 |
157,406
shares
|
$8.84 Million
1.73% of portfolio
|
Q4 2025
Added 1.6%
|
|
|
Foronjy Financial LLC
Los Osos, CA |
Oct 22, 2025 Q3 2025 |
156,959
shares
|
$8.82 Million
3.8% of portfolio
|
Q3 2025
Reduced 11.15%
|
|
|
Hsbc Holdings PLC
London, X0 |
Nov 13, 2025 Q3 2025 |
156,624
shares
|
$8.8 Million
0.0% of portfolio
|
Q3 2025
Added 51.14%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
156,373
shares
|
$8.78 Million
0.2% of portfolio
|
Q2 2025
Reduced 11.06%
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Nov 13, 2025 Q3 2025 |
155,925
shares
|
$8.76 Million
2.7% of portfolio
|
Q3 2025
Added 10.93%
|
|
|
Quent Capital, LLC
|
Oct 27, 2025 Q3 2025 |
155,472
shares
|
$8.73 Million
0.76% of portfolio
|
Q3 2025
Reduced 1.57%
|
|
|
Tme Financial, Inc.
Huntington Beach, CA |
Nov 14, 2025 Q3 2025 |
155,426
shares
|
$8.73 Million
6.44% of portfolio
|
Q3 2025
Added 4.71%
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
152,149
shares
|
$8.55 Million
1.59% of portfolio
|
Q3 2025
Reduced 0.97%
|
|
|
1900 Wealth Management LLC
|
Oct 17, 2025 Q3 2025 |
151,902
shares
|
$8.53 Million
0.61% of portfolio
|
Q3 2025
Reduced 1.35%
|
|
|
Juncture Wealth Strategies, LLC
|
Oct 14, 2025 Q3 2025 |
151,695
shares
|
$8.52 Million
2.82% of portfolio
|
Q3 2025
Reduced 8.14%
|
|