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 |
|---|---|---|---|---|---|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
59,977
shares
|
$3.37 Million
0.06% of portfolio
|
Q3 2025
Reduced 2.31%
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Oct 15, 2025 Q3 2025 |
59,176
shares
|
$3.32 Million
0.59% of portfolio
|
Q2 2025
Reduced 3.32%
|
|
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
Oct 31, 2025 Q3 2025 |
58,445
shares
|
$3.28 Million
0.84% of portfolio
|
Q3 2025
Added 1.47%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
58,161
shares
|
$3.27 Million
0.03% of portfolio
|
Q3 2025
Added 991.2%
|
|
|
Keystone Financial Group
|
Nov 17, 2025 Q3 2025 |
57,969
shares
|
$3.26 Million
0.26% of portfolio
|
Q3 2025
Added 6.06%
|
|
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
Oct 30, 2025 Q3 2025 |
57,710
shares
|
$3.24 Million
1.95% of portfolio
|
Q3 2025
Reduced 25.3%
|
|
|
Shum Financial Group, Inc.
Alameda, CA |
Oct 20, 2025 Q3 2025 |
56,376
shares
|
$3.17 Million
2.33% of portfolio
|
Q3 2025
Added 7.06%
|
|
|
Friday Financial
Dubuque, IA |
Jan 09, 2026 Q4 2025 |
56,350
shares
|
$3.17 Million
1.13% of portfolio
|
Q4 2025
Added 7.01%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
55,672
shares
|
$3.13 Million
0.04% of portfolio
|
Q3 2025
Reduced 18.06%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
55,560
shares
|
$3.12 Million
0.03% of portfolio
|
Q3 2024
Added 1.81%
|
|
|
Prism Advisors, Inc.
|
Oct 14, 2025 Q3 2025 |
55,367
shares
|
$3.11 Million
0.9% of portfolio
|
Q3 2025
Reduced 1.87%
|
|
|
Money Concepts Capital Corp
|
Nov 04, 2025 Q3 2025 |
55,091
shares
|
$3.09 Million
0.2% of portfolio
|
Q3 2025
Added 9.71%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Nov 18, 2025 Q3 2025 |
54,901
shares
|
$3.08 Million
0.58% of portfolio
|
Q3 2025
Added 1.18%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Oct 31, 2025 Q3 2025 |
54,747
shares
|
$3.08 Million
0.27% of portfolio
|
Q3 2025
New holding
|
|
|
Psi Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
54,714
shares
|
$3.07 Million
0.79% of portfolio
|
Q3 2025
Added 3.4%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Oct 24, 2025 Q3 2025 |
54,624
shares
|
$3.07 Million
0.87% of portfolio
|
Q3 2025
Added 6.44%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Nov 18, 2025 Q3 2025 |
54,498
shares
|
$3.06 Million
0.69% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
54,365
shares
|
$3.05 Million
0.02% of portfolio
|
Q3 2025
Added 5.91%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Oct 21, 2025 Q3 2025 |
53,641
shares
|
$3.01 Million
1.06% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
53,413
shares
|
$3 Million
0.19% of portfolio
|
Q3 2025
Reduced 7.07%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
53,387
shares
|
$3 Million
0.69% of portfolio
|
Q1 2024
Reduced 0.73%
|
|
|
Corda Investment Management, Llc.
Houston, TX |
Oct 24, 2025 Q3 2025 |
53,243
shares
|
$2.99 Million
0.21% of portfolio
|
Q3 2025
Added 2.07%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2025 Q3 2025 |
53,154
shares
|
$2.99 Million
0.2% of portfolio
|
Q3 2025
Reduced 2.06%
|
|
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
Oct 15, 2025 Q3 2025 |
52,985
shares
|
$2.98 Million
1.64% of portfolio
|
Q3 2025
Reduced 2.4%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 14, 2025 Q3 2025 |
52,912
shares
|
$2.97 Million
0.01% of portfolio
|
Q3 2025
Added 0.21%
|
|