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 |
|---|---|---|---|---|---|
|
Wealth Advisors Northwest LLC
Portland, OR |
Oct 08, 2025 Q3 2025 |
40,674
shares
|
$2.28 Million
1.09% of portfolio
|
Q3 2025
Reduced 3.71%
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Nov 04, 2025 Q3 2025 |
40,389
shares
|
$2.27 Million
0.39% of portfolio
|
Q3 2025
Reduced 4.92%
|
|
|
Cap Partners, LLC
Franklin, TN |
Oct 29, 2025 Q3 2025 |
40,218
shares
|
$2.26 Million
1.26% of portfolio
|
Q3 2025
Added 6.45%
|
|
|
Lee Danner & Bass Inc
|
Oct 29, 2025 Q3 2025 |
40,106
shares
|
$2.25 Million
0.16% of portfolio
|
Q3 2025
Reduced 8.34%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
40,061
shares
|
$2.25 Million
0.06% of portfolio
|
Q3 2025
Reduced 0.71%
|
|
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
Nov 04, 2025 Q3 2025 |
39,962
shares
|
$2.24 Million
1.62% of portfolio
|
Q3 2025
Added 29.65%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
39,923
shares
|
$2.24 Million
0.13% of portfolio
|
Q3 2025
Reduced 16.92%
|
|
|
Onyx Bridge Wealth Group LLC
|
Nov 06, 2025 Q3 2025 |
39,520
shares
|
$2.22 Million
0.27% of portfolio
|
Q3 2025
Added 35.64%
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Oct 27, 2025 Q3 2025 |
39,406
shares
|
$2.21 Million
0.03% of portfolio
|
Q3 2025
Reduced 2.0%
|
|
|
Milestones Private Investment Advisors LLC
Fairport, NY |
Oct 22, 2025 Q3 2025 |
38,577
shares
|
$2.17 Million
1.46% of portfolio
|
Q3 2025
Added 1.05%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 13, 2025 Q3 2025 |
38,562
shares
|
$2.17 Million
0.23% of portfolio
|
Q3 2025
Added 27.26%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
38,530
shares
|
$2.16 Million
0.06% of portfolio
|
Q3 2025
Added 16.48%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
38,505
shares
|
$2.16 Million
0.13% of portfolio
|
Q3 2025
Added 112.93%
|
|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
38,281
shares
|
$2.15 Million
0.53% of portfolio
|
Q2 2024
Added 0.8%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
38,049
shares
|
$2.14 Million
1.25% of portfolio
|
Q3 2025
Reduced 0.31%
|
|
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
Oct 14, 2025 Q3 2025 |
37,753
shares
|
$2.12 Million
0.62% of portfolio
|
Q3 2025
Reduced 2.18%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
Nov 06, 2025 Q3 2025 |
37,717
shares
|
$2.12 Million
0.64% of portfolio
|
Q3 2025
Reduced 60.08%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
36,973
shares
|
$2.08 Million
0.05% of portfolio
|
Q3 2025
Added 2.64%
|
|
|
Bristlecone Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
36,904
shares
|
$2.07 Million
0.17% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Better Money Decisions, LLC
|
Aug 08, 2025 Q2 2025 |
36,647
shares
|
$2.06 Million
1.17% of portfolio
|
Q2 2025
Added 2.98%
|
|
|
Affinity Capital Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
36,175
shares
|
$2.03 Million
0.28% of portfolio
|
Q4 2025
Reduced 0.51%
|
|
|
Janus Henderson Group PLC
London, X0 |
Nov 14, 2025 Q3 2025 |
36,038
shares
|
$2.02 Million
0.0% of portfolio
|
Q3 2025
Added 4.65%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2025 Q3 2025 |
35,774
shares
|
$2.01 Million
0.01% of portfolio
|
Q2 2025
Added 4.21%
|
|
|
Valpey Financial Services, LLC
Concord, NH |
Nov 06, 2025 Q3 2025 |
35,764
shares
|
$2.01 Million
1.3% of portfolio
|
Q3 2025
Added 0.47%
|
|
|
Intrua Financial, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
35,640
shares
|
$2 Million
0.24% of portfolio
|
Q3 2025
Added 19.49%
|
|