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 |
|---|---|---|---|---|---|
|
Cubist Systematic Strategies, LLC
Stamford, CT |
Nov 14, 2025 Q3 2025 |
52,642
shares
|
$2.96 Million
0.02% of portfolio
|
Q3 2025
Added 220.3%
|
|
|
Kera Capital Partners, Inc.
Sacramento, CA |
Oct 27, 2025 Q3 2025 |
52,453
shares
|
$2.95 Million
0.46% of portfolio
|
Q3 2025
Added 2.89%
|
|
|
Kensington Asset Management, LLC
Austin, TX |
Nov 10, 2025 Q3 2025 |
51,875
shares
|
$2.91 Million
0.18% of portfolio
|
Q3 2025
New holding
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
51,149
shares
|
$2.87 Million
0.0% of portfolio
|
Q3 2025
Reduced 25.03%
|
|
|
Cordatus Wealth Management LLC
Newtown, PA |
Oct 22, 2025 Q3 2025 |
51,069
shares
|
$2.87 Million
0.68% of portfolio
|
Q3 2025
Reduced 5.6%
|
|
|
Yukon Wealth Management, Inc.
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
51,003
shares
|
$2.86 Million
0.93% of portfolio
|
Q3 2025
Added 0.46%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Oct 24, 2025 Q3 2025 |
50,875
shares
|
$2.86 Million
1.65% of portfolio
|
Q3 2025
Added 6.49%
|
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
Nov 14, 2025 Q3 2025 |
50,868
shares
|
$2.86 Million
0.9% of portfolio
|
Q3 2025
Reduced 3.89%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Oct 21, 2025 Q3 2025 |
50,765
shares
|
$2.85 Million
0.4% of portfolio
|
Q3 2025
Added 9.05%
|
|
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
Nov 07, 2025 Q3 2025 |
50,711
shares
|
$2.85 Million
1.55% of portfolio
|
Q3 2025
Added 7.32%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Nov 19, 2025 Q3 2025 |
50,572
shares
|
$2.84 Million
0.47% of portfolio
|
Q3 2025
Added 3.21%
|
|
|
Demars Financial Group, LLC
|
Oct 29, 2025 Q3 2025 |
50,473
shares
|
$2.84 Million
0.97% of portfolio
|
Q3 2025
Reduced 9.67%
|
|
|
Wambolt & Associates, LLC
|
Aug 12, 2025 Q2 2025 |
49,619
shares
|
$2.79 Million
0.89% of portfolio
|
Q2 2025
Reduced 2.41%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jan 08, 2026 Q4 2025 |
49,592
shares
|
$2.79 Million
0.39% of portfolio
|
Q4 2025
Reduced 1.92%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Nov 12, 2025 Q3 2025 |
48,556
shares
|
$2.73 Million
0.38% of portfolio
|
Q3 2025
Added 2.65%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 03, 2025 Q3 2025 |
48,444
shares
|
$2.72 Million
1.93% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Nov 07, 2025 Q3 2025 |
48,313
shares
|
$2.71 Million
0.05% of portfolio
|
Q3 2025
Reduced 17.52%
|
|
|
1 St Source Bank
|
Nov 12, 2025 Q3 2025 |
48,114
shares
|
$2.7 Million
0.14% of portfolio
|
Q3 2025
Added 1.06%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
48,010
shares
|
$2.7 Million
0.02% of portfolio
|
Q2 2025
Added 11.59%
|
|
|
Norden Group LLC
Provo, UT |
Jan 13, 2026 Q4 2025 |
47,754
shares
|
$2.68 Million
0.27% of portfolio
|
Q4 2025
Reduced 0.85%
|
|
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
Oct 22, 2025 Q3 2025 |
47,549
shares
|
$2.67 Million
1.49% of portfolio
|
Q2 2025
Reduced 0.24%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
47,132
shares
|
$2.65 Million
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
Nov 13, 2025 Q3 2025 |
46,335
shares
|
$2.6 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Innealta Capital, LLC
Austin, TX |
Nov 03, 2025 Q3 2025 |
44,799
shares
|
$2.52 Million
1.29% of portfolio
|
Q3 2025
Reduced 5.08%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Nov 06, 2025 Q3 2025 |
44,352
shares
|
$2.49 Million
0.11% of portfolio
|
Q3 2025
Reduced 0.94%
|
|