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 |
|---|---|---|---|---|---|
|
Snider Financial Group
Bellevue, WA |
Nov 07, 2025 Q3 2025 |
129,240
shares
|
$7.26 Million
1.99% of portfolio
|
Q3 2025
Added 2.04%
|
|
|
Red Crane Wealth Management, LLC
San Francisco, CA |
Oct 28, 2025 Q3 2025 |
128,894
shares
|
$7.24 Million
6.01% of portfolio
|
Q3 2025
Reduced 7.05%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Nov 12, 2025 Q3 2025 |
126,255
shares
|
$7.09 Million
0.02% of portfolio
|
Q3 2025
Reduced 38.34%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
125,830
shares
|
$7.07 Million
0.16% of portfolio
|
Q1 2024
Added 0.63%
|
|
|
Modera Wealth Management, LLC
|
Oct 31, 2025 Q3 2025 |
123,954
shares
|
$6.96 Million
0.08% of portfolio
|
Q3 2025
Reduced 1.92%
|
|
|
My Purposeful Wealth Corp.
Omaha, NE |
Oct 22, 2025 Q3 2025 |
123,614
shares
|
$6.94 Million
2.04% of portfolio
|
Q3 2025
Added 7.38%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
122,835
shares
|
$6.9 Million
0.16% of portfolio
|
Q3 2025
Added 2.83%
|
|
|
Fure Financial Corp
Bloomington, MN |
Nov 09, 2022 Q3 2022 |
122,328
shares
|
$6.87 Million
3.46% of portfolio
|
Q3 2022
Reduced 32.99%
|
|
|
Sharkey, Howes & Javer
|
Jan 13, 2026 Q4 2025 |
122,182
shares
|
$6.86 Million
0.99% of portfolio
|
Q4 2025
Added 52.88%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 17, 2025 Q3 2025 |
121,945
shares
|
$6.85 Million
0.1% of portfolio
|
Q4 2024
Reduced 23.45%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
121,641
shares
|
$6.83 Million
0.08% of portfolio
|
Q3 2025
Reduced 1.42%
|
|
|
City Center Advisors, LLC
Troy, MI |
Jan 05, 2026 Q4 2025 |
121,351
shares
|
$6.82 Million
6.34% of portfolio
|
Q4 2025
Added 10.27%
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
119,884
shares
|
$6.73 Million
0.75% of portfolio
|
Q3 2025
Added 2.15%
|
|
|
Trilogy Capital Inc.
|
Oct 24, 2025 Q3 2025 |
119,692
shares
|
$6.72 Million
0.31% of portfolio
|
Q3 2025
Reduced 24.26%
|
|
|
Intergy Private Wealth, LLC
|
Oct 14, 2025 Q3 2025 |
118,367
shares
|
$6.65 Million
2.07% of portfolio
|
Q3 2025
Reduced 3.2%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Nov 05, 2025 Q3 2025 |
116,950
shares
|
$6.57 Million
0.87% of portfolio
|
Q3 2025
Added 10.74%
|
|
|
Arbor Trust Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
115,399
shares
|
$6.48 Million
2.95% of portfolio
|
Q3 2025
Added 7.61%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
113,604
shares
|
$6.38 Million
0.23% of portfolio
|
Q3 2025
Reduced 4.89%
|
|
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
Nov 17, 2025 Q3 2025 |
112,478
shares
|
$6.32 Million
1.75% of portfolio
|
Q3 2025
Reduced 55.71%
|
|
|
Koshinski Asset Management, Inc.
|
Nov 10, 2025 Q3 2025 |
112,280
shares
|
$6.31 Million
0.42% of portfolio
|
Q3 2025
Added 4.08%
|
|
|
Tag Stone Capital, Inc.
|
Nov 05, 2025 Q3 2025 |
109,872
shares
|
$6.17 Million
2.65% of portfolio
|
Q3 2025
Added 1.89%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
108,058
shares
|
$6.07 Million
0.5% of portfolio
|
Q4 2023
Added 9.69%
|
|
|
Occidental Asset Management, LLC
|
Jan 07, 2026 Q4 2025 |
108,031
shares
|
$6.07 Million
0.74% of portfolio
|
Q4 2025
Reduced 2.73%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
107,702
shares
|
$6.05 Million
0.1% of portfolio
|
Q3 2025
Added 15.93%
|
|
|
Iag Wealth Partners, LLC
|
Nov 12, 2025 Q3 2025 |
107,684
shares
|
$6.05 Million
0.8% of portfolio
|
Q3 2025
Reduced 1.49%
|
|