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 |
|---|---|---|---|---|---|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
72,806
shares
|
$4.09 Million
0.01% of portfolio
|
Q3 2025
Added 1.23%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
71,891
shares
|
$4.04 Million
0.12% of portfolio
|
Q3 2025
Added 22.3%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
71,613
shares
|
$4.02 Million
0.27% of portfolio
|
Q3 2025
Reduced 1.12%
|
|
|
Milestone Asset Management Group, LLC
Avon, CT |
Oct 22, 2025 Q3 2025 |
71,471
shares
|
$4.01 Million
2.49% of portfolio
|
Q3 2025
Added 3.59%
|
|
|
Topel & Distasi Wealth Management, LLC
|
Nov 10, 2025 Q3 2025 |
71,279
shares
|
$4 Million
1.95% of portfolio
|
Q1 2025
Reduced 22.27%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 22, 2025 Q3 2025 |
70,384
shares
|
$3.95 Million
1.71% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
69,588
shares
|
$3.91 Million
0.18% of portfolio
|
Q3 2025
Reduced 12.0%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Nov 06, 2025 Q3 2025 |
68,429
shares
|
$3.84 Million
2.58% of portfolio
|
Q3 2025
Reduced 14.57%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
67,906
shares
|
$3.81 Million
1.57% of portfolio
|
Q3 2025
Added 1.77%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 13, 2025 Q3 2025 |
67,451
shares
|
$3.79 Million
0.19% of portfolio
|
Q3 2025
Reduced 83.82%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
67,279
shares
|
$3.78 Million
0.0% of portfolio
|
Q3 2025
Added 7.59%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2025 Q3 2025 |
66,268
shares
|
$3.72 Million
0.51% of portfolio
|
Q3 2025
Added 4.86%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 12, 2025 Q3 2025 |
66,235
shares
|
$3.72 Million
0.01% of portfolio
|
Q3 2025
Reduced 43.05%
|
|
|
Northern Capital Management, Inc.
|
Nov 06, 2025 Q3 2025 |
65,237
shares
|
$3.66 Million
1.96% of portfolio
|
Q3 2025
Added 162.59%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
64,867
shares
|
$3.64 Million
0.05% of portfolio
|
Q3 2025
Reduced 3.36%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Oct 20, 2025 Q3 2025 |
64,750
shares
|
$3.64 Million
1.5% of portfolio
|
Q3 2025
Reduced 1.44%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
64,574
shares
|
$3.63 Million
0.08% of portfolio
|
Q3 2025
Reduced 1.09%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 14, 2025 Q3 2025 |
64,507
shares
|
$3.62 Million
1.01% of portfolio
|
Q3 2025
Reduced 44.39%
|
|
|
Burney CO
Reston, VA |
Oct 16, 2025 Q3 2025 |
64,399
shares
|
$3.62 Million
0.13% of portfolio
|
Q3 2025
Reduced 3.18%
|
|
|
Keener Financial Planning LLC
Keller, TX |
Nov 07, 2025 Q3 2025 |
63,445
shares
|
$3.56 Million
1.63% of portfolio
|
Q3 2025
Reduced 12.15%
|
|
|
Cornerstone Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
63,413
shares
|
$3.56 Million
0.2% of portfolio
|
Q3 2025
Reduced 0.83%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
62,393
shares
|
$3.5 Million
0.01% of portfolio
|
Q3 2025
Reduced 11.65%
|
|
|
Svb Wealth LLC
Boston, MA |
Nov 06, 2025 Q3 2025 |
61,651
shares
|
$3.46 Million
0.19% of portfolio
|
Q3 2025
Reduced 6.26%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Nov 12, 2025 Q3 2025 |
61,528
shares
|
$3.46 Million
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
American Investment Services, Inc.
|
Nov 13, 2025 Q3 2025 |
60,765
shares
|
$3.41 Million
0.85% of portfolio
|
Q3 2025
Reduced 0.07%
|
|