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 |
|---|---|---|---|---|---|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
86,269
shares
|
$4.85 Million
0.03% of portfolio
|
Q3 2025
Added 3.29%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
85,606
shares
|
$4.81 Million
0.27% of portfolio
|
Q1 2025
Added 3.07%
|
|
|
Pacific Financial Group Inc
|
Nov 12, 2025 Q3 2025 |
85,307
shares
|
$4.79 Million
3.52% of portfolio
|
Q3 2025
Reduced 2.72%
|
|
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
Oct 22, 2025 Q3 2025 |
85,141
shares
|
$4.78 Million
1.36% of portfolio
|
Q3 2025
Added 0.0%
|
|
|
Citizens Financial Group Inc
|
Oct 24, 2025 Q3 2025 |
84,672
shares
|
$4.76 Million
0.07% of portfolio
|
Q3 2025
Reduced 0.62%
|
|
|
Decision Map Wealth Management, LLC
Great Falls, VA |
Jan 07, 2026 Q4 2025 |
84,606
shares
|
$4.75 Million
2.96% of portfolio
|
Q4 2025
Reduced 17.91%
|
|
|
Members Wealth LLC
Media, PA |
Nov 13, 2025 Q3 2025 |
84,020
shares
|
$4.72 Million
2.95% of portfolio
|
Q3 2025
Added 13.02%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
83,568
shares
|
$4.69 Million
0.37% of portfolio
|
Q1 2025
Added 1.45%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
83,449
shares
|
$4.69 Million
0.51% of portfolio
|
Q3 2025
Added 2.7%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Oct 29, 2025 Q3 2025 |
83,320
shares
|
$4.68 Million
0.5% of portfolio
|
Q3 2025
Reduced 1.97%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
82,823
shares
|
$4.65 Million
1.35% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 05, 2025 Q3 2025 |
81,845
shares
|
$4.6 Million
0.34% of portfolio
|
Q3 2025
Added 15.44%
|
|
|
Fullen Financial Group
|
May 30, 2023 Q1 2023 |
79,368
shares
|
$4.46 Million
1.75% of portfolio
|
Q1 2023
Reduced 0.34%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
78,795
shares
|
$4.43 Million
0.04% of portfolio
|
Q3 2025
Reduced 16.1%
|
|
|
Partners In Financial Planning
Salem, VA |
Nov 10, 2025 Q3 2025 |
78,150
shares
|
$4.39 Million
0.75% of portfolio
|
Q3 2025
Added 0.39%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
78,082
shares
|
$4.39 Million
0.08% of portfolio
|
Q3 2022
Reduced 63.08%
|
|
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
Nov 03, 2025 Q3 2025 |
77,759
shares
|
$4.37 Million
2.75% of portfolio
|
Q3 2025
Added 6.52%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
76,294
shares
|
$4.29 Million
0.12% of portfolio
|
Q3 2025
Added 204.6%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Oct 27, 2025 Q3 2025 |
76,148
shares
|
$4.28 Million
1.19% of portfolio
|
Q3 2025
Added 28.07%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 18, 2025 Q2 2025 |
75,299
shares
|
$4.23 Million
0.68% of portfolio
|
Q2 2025
Reduced 1.58%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Nov 12, 2025 Q3 2025 |
75,242
shares
|
$4.23 Million
0.6% of portfolio
|
Q3 2025
Reduced 5.05%
|
|
|
Penobscot Wealth Management
|
Nov 19, 2025 Q3 2025 |
74,232
shares
|
$4.17 Million
1.6% of portfolio
|
Q3 2025
Reduced 41.56%
|
|
|
Copia Wealth Management
Bend, OR |
Oct 31, 2025 Q3 2025 |
74,148
shares
|
$4.16 Million
3.05% of portfolio
|
Q3 2025
Added 0.49%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
73,571
shares
|
$4.13 Million
0.38% of portfolio
|
Q3 2025
Reduced 17.7%
|
|
|
American Money Management, LLC
|
Nov 10, 2025 Q3 2025 |
72,956
shares
|
$4.1 Million
0.68% of portfolio
|
Q3 2025
Reduced 1.72%
|
|