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 |
|---|---|---|---|---|---|
|
Pax Financial Group, LLC
San Antonio, TX |
Nov 04, 2025 Q3 2025 |
149,223
shares
|
$8.38 Million
1.68% of portfolio
|
Q3 2025
Added 0.59%
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
Oct 20, 2025 Q3 2025 |
148,075
shares
|
$8.32 Million
4.21% of portfolio
|
Q3 2025
Reduced 1.63%
|
|
|
Independent Wealth Network Inc.
|
Oct 15, 2025 Q3 2025 |
147,540
shares
|
$8.29 Million
2.8% of portfolio
|
Q3 2025
Added 4.74%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Oct 29, 2025 Q3 2025 |
146,694
shares
|
$8.24 Million
2.58% of portfolio
|
Q3 2025
Added 10.17%
|
|
|
Uptown Financial Advisors LLC
Dallas, TX |
Oct 15, 2025 Q3 2025 |
146,458
shares
|
$8.23 Million
6.68% of portfolio
|
Q3 2025
Added 3.03%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Nov 07, 2025 Q3 2025 |
145,226
shares
|
$8.16 Million
3.07% of portfolio
|
Q3 2025
Added 16.32%
|
|
|
Partnership Wealth Management, LLC
Towson, MD |
Jan 09, 2026 Q4 2025 |
143,922
shares
|
$8.08 Million
5.89% of portfolio
|
Q4 2025
Added 3.14%
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Nov 12, 2025 Q3 2025 |
142,170
shares
|
$7.99 Million
3.08% of portfolio
|
Q3 2025
Added 4.99%
|
|
|
Wrapmanager Inc
|
Nov 10, 2025 Q3 2025 |
142,021
shares
|
$7.98 Million
2.45% of portfolio
|
Q3 2025
Reduced 29.7%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
141,049
shares
|
$7.92 Million
1.01% of portfolio
|
Q1 2023
Reduced 6.07%
|
|
|
Bensler, LLC
Bellevue, WA |
Nov 03, 2025 Q3 2025 |
139,148
shares
|
$7.82 Million
0.8% of portfolio
|
Q3 2025
Added 3.85%
|
|
|
Altman Advisors, Inc.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
138,664
shares
|
$7.79 Million
2.83% of portfolio
|
Q3 2025
Added 4.37%
|
|
|
Motive Wealth Advisors
|
Oct 20, 2025 Q3 2025 |
137,952
shares
|
$7.75 Million
3.35% of portfolio
|
Q3 2025
Reduced 0.41%
|
|
|
Stone Point Wealth LLC
|
Oct 22, 2025 Q3 2025 |
136,816
shares
|
$7.68 Million
2.18% of portfolio
|
Q3 2025
Reduced 21.53%
|
|
|
Stratos Wealth Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
136,245
shares
|
$7.65 Million
0.38% of portfolio
|
Q3 2025
Added 0.41%
|
|
|
Centennial Wealth Advisory LLC
|
Oct 22, 2025 Q3 2025 |
135,559
shares
|
$7.61 Million
2.33% of portfolio
|
Q3 2025
Added 3.97%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
135,384
shares
|
$7.6 Million
0.52% of portfolio
|
Q4 2022
Added 14.32%
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Jan 14, 2026 Q4 2025 |
135,205
shares
|
$7.59 Million
5.18% of portfolio
|
Q4 2025
Added 33.8%
|
|
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
Nov 10, 2025 Q3 2025 |
134,252
shares
|
$7.54 Million
5.62% of portfolio
|
Q3 2025
Reduced 0.75%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Oct 14, 2025 Q3 2025 |
133,608
shares
|
$7.5 Million
1.45% of portfolio
|
Q3 2025
Reduced 1.04%
|
|
|
Ignite Planners, LLC
|
Oct 07, 2025 Q3 2025 |
132,375
shares
|
$7.44 Million
1.3% of portfolio
|
Q3 2025
Reduced 1.03%
|
|
|
First Ascent Asset Management, LLC
|
Feb 05, 2024 Q4 2023 |
131,931
shares
|
$7.41 Million
0.69% of portfolio
|
Q4 2023
Added 9.26%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
131,321
shares
|
$7.38 Million
0.0% of portfolio
|
Q3 2025
Added 43.42%
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Oct 16, 2025 Q3 2025 |
131,070
shares
|
$7.36 Million
0.86% of portfolio
|
Q3 2025
Added 3.35%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
131,070
shares
|
$7.36 Million
0.45% of portfolio
|
Q3 2025
Added 1.27%
|
|