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 |
|---|---|---|---|---|---|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
106,855
shares
|
$6 Million
0.03% of portfolio
|
Q3 2025
Added 2.67%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Nov 10, 2025 Q3 2025 |
106,724
shares
|
$5.99 Million
0.49% of portfolio
|
Q3 2025
Added 2.1%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
104,332
shares
|
$5.86 Million
0.0% of portfolio
|
Q3 2025
Reduced 59.4%
|
|
|
True Wealth Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
104,235
shares
|
$5.85 Million
1.91% of portfolio
|
Q4 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
103,784
shares
|
$5.83 Million
0.14% of portfolio
|
Q3 2025
Added 4.63%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
103,071
shares
|
$5.79 Million
0.03% of portfolio
|
Q3 2025
Added 1.83%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Nov 14, 2025 Q3 2025 |
101,571
shares
|
$5.71 Million
0.19% of portfolio
|
Q3 2025
Reduced 40.49%
|
|
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
Oct 06, 2025 Q3 2025 |
100,589
shares
|
$5.65 Million
2.92% of portfolio
|
Q3 2025
Reduced 7.34%
|
|
|
Horizon Family Wealth, Inc.
|
Nov 07, 2025 Q3 2025 |
98,445
shares
|
$5.53 Million
3.47% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
98,332
shares
|
$5.52 Million
0.23% of portfolio
|
Q3 2025
Added 3.16%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Oct 31, 2025 Q3 2025 |
98,332
shares
|
$5.52 Million
0.86% of portfolio
|
Q3 2025
Added 3.16%
|
|
|
Jnba Financial Advisors
|
Oct 28, 2025 Q3 2025 |
98,089
shares
|
$5.51 Million
0.5% of portfolio
|
Q3 2025
Reduced 4.25%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
Nov 14, 2025 Q3 2025 |
94,138
shares
|
$5.29 Million
0.86% of portfolio
|
Q3 2025
Reduced 0.11%
|
|
|
Phoenix Wealth Advisors
|
Oct 28, 2025 Q3 2025 |
93,808
shares
|
$5.27 Million
2.04% of portfolio
|
Q3 2025
Reduced 10.84%
|
|
|
Sharpepoint LLC
Phoenix, AZ |
Nov 13, 2025 Q3 2025 |
93,687
shares
|
$5.26 Million
4.68% of portfolio
|
Q3 2025
Reduced 3.68%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
93,245
shares
|
$5.24 Million
0.1% of portfolio
|
Q3 2025
Added 17.45%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
92,714
shares
|
$5.21 Million
0.04% of portfolio
|
Q3 2025
Reduced 0.68%
|
|
|
Ceera Investments, LLC
Bellaire, TX |
Nov 05, 2025 Q3 2025 |
92,439
shares
|
$5.19 Million
1.74% of portfolio
|
Q3 2025
Added 30.6%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Oct 15, 2025 Q3 2025 |
91,201
shares
|
$5.12 Million
0.43% of portfolio
|
Q3 2025
Reduced 2.14%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Nov 10, 2025 Q3 2025 |
91,158
shares
|
$5.12 Million
1.09% of portfolio
|
Q3 2025
Added 202.86%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Oct 08, 2025 Q3 2025 |
90,791
shares
|
$5.1 Million
0.99% of portfolio
|
Q3 2025
Reduced 20.32%
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
89,062
shares
|
$5 Million
0.45% of portfolio
|
Q3 2025
Added 12.16%
|
|
|
Pfg Advisors
|
Nov 12, 2025 Q3 2025 |
88,115
shares
|
$4.95 Million
0.21% of portfolio
|
Q3 2025
Added 18.1%
|
|
|
Cooper Financial Group
|
Jan 07, 2026 Q4 2025 |
86,376
shares
|
$4.85 Million
0.53% of portfolio
|
Q4 2025
Reduced 17.14%
|
|
|
Clarus Wealth Advisors
|
Jan 14, 2026 Q4 2025 |
86,300
shares
|
$4.85 Million
1.96% of portfolio
|
Q4 2025
Added 0.39%
|
|