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 |
|---|---|---|---|---|---|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
44,282
shares
|
$2.49 Million
0.07% of portfolio
|
Q3 2025
Added 22.71%
|
|
|
Wrenne Financial Planning LLC
Lexington, KY |
Nov 10, 2025 Q3 2025 |
44,072
shares
|
$2.48 Million
1.04% of portfolio
|
Q3 2025
Reduced 5.31%
|
|
|
Graney & King, LLC
Latham, NY |
Nov 12, 2025 Q3 2025 |
43,872
shares
|
$2.46 Million
1.68% of portfolio
|
Q3 2025
Reduced 25.91%
|
|
|
Colton Groome Financial Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
43,642
shares
|
$2.45 Million
0.75% of portfolio
|
Q3 2025
Reduced 6.85%
|
|
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
Nov 03, 2025 Q3 2025 |
43,509
shares
|
$2.44 Million
1.96% of portfolio
|
Q3 2025
Reduced 5.8%
|
|
|
Idaho Trust Bank
Boise, ID |
Nov 13, 2025 Q3 2025 |
43,389
shares
|
$2.44 Million
0.81% of portfolio
|
Q3 2025
Reduced 31.86%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Oct 14, 2025 Q3 2025 |
43,333
shares
|
$2.43 Million
0.42% of portfolio
|
Q3 2025
Reduced 2.17%
|
|
|
Sunesis Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
43,133
shares
|
$2.42 Million
1.14% of portfolio
|
Q3 2024
Reduced 26.04%
|
|
|
Fcg Investment CO
Germantown, TN |
Oct 08, 2025 Q3 2025 |
43,111
shares
|
$2.42 Million
1.12% of portfolio
|
Q3 2025
Added 8.91%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
42,990
shares
|
$2.41 Million
0.26% of portfolio
|
Q1 2025
Added 266.93%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 12, 2026 Q4 2025 |
42,929
shares
|
$2.41 Million
0.22% of portfolio
|
Q4 2025
Added 0.08%
|
|
|
My Personal Cfo, LLC
|
Oct 20, 2025 Q3 2025 |
42,850
shares
|
$2.41 Million
0.94% of portfolio
|
Q3 2025
New holding
|
|
|
Foundation Wealth Management, Llc\Pa
Media, PA |
Oct 20, 2025 Q3 2025 |
42,850
shares
|
$2.41 Million
0.92% of portfolio
|
Q2 2025
Reduced 2.08%
|
|
|
Slagle Financial, LLC
Edwardsville, IL |
Nov 05, 2025 Q3 2025 |
42,654
shares
|
$2.4 Million
0.87% of portfolio
|
Q3 2025
Added 29.95%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
42,576
shares
|
$2.39 Million
0.01% of portfolio
|
Q3 2025
Added 0.34%
|
|
|
Ritholtz Wealth Management
|
Oct 28, 2025 Q3 2025 |
42,483
shares
|
$2.39 Million
0.05% of portfolio
|
Q3 2025
Added 5.85%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
Nov 14, 2025 Q3 2025 |
42,423
shares
|
$2.38 Million
1.93% of portfolio
|
Q3 2025
Reduced 37.03%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
42,208
shares
|
$2.37 Million
0.13% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 14, 2025 Q3 2025 |
42,089
shares
|
$2.36 Million
0.08% of portfolio
|
Q3 2025
Reduced 4.15%
|
|
|
Wells Financial Advisors Inc
|
Oct 20, 2025 Q3 2025 |
41,845
shares
|
$2.35 Million
3.2% of portfolio
|
Q3 2025
Reduced 4.31%
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
Nov 10, 2025 Q3 2025 |
41,737
shares
|
$2.34 Million
0.54% of portfolio
|
Q3 2025
Added 24.88%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 07, 2025 Q3 2025 |
41,607
shares
|
$2.34 Million
0.48% of portfolio
|
Q3 2025
Added 17.21%
|
|
|
Independent Advisor Alliance
|
Nov 04, 2025 Q3 2025 |
41,209
shares
|
$2.31 Million
0.06% of portfolio
|
Q3 2025
Added 14.79%
|
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
Nov 13, 2025 Q3 2025 |
41,172
shares
|
$2.31 Million
1.09% of portfolio
|
Q3 2025
Reduced 5.18%
|
|
|
Total Clarity Wealth Management, Inc.
|
Nov 10, 2025 Q3 2025 |
40,962
shares
|
$2.3 Million
0.64% of portfolio
|
Q3 2025
Added 0.13%
|
|