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 |
|---|---|---|---|---|---|
|
Cornerstone Wealth Group, LLC
|
Oct 30, 2025 Q3 2025 |
35,553
shares
|
$2 Million
0.14% of portfolio
|
Q3 2025
Added 42.91%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
34,853
shares
|
$1.96 Million
0.16% of portfolio
|
Q3 2025
Added 1.24%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
34,623
shares
|
$1.94 Million
0.28% of portfolio
|
Q2 2025
Reduced 0.28%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
34,285
shares
|
$1.93 Million
0.1% of portfolio
|
Q3 2025
Added 6.86%
|
|
|
Apella Capital, LLC
|
Oct 17, 2025 Q3 2025 |
34,205
shares
|
$1.92 Million
0.04% of portfolio
|
Q3 2025
Added 294.34%
|
|
|
Tradewinds Capital Management, LLC
|
Jan 13, 2026 Q4 2025 |
34,120
shares
|
$1.92 Million
0.39% of portfolio
|
Q4 2025
Added 0.22%
|
|
|
Weitzel Financial Services, Inc.
|
Oct 14, 2025 Q3 2025 |
34,069
shares
|
$1.91 Million
0.76% of portfolio
|
Q3 2025
Added 0.35%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Oct 27, 2025 Q3 2025 |
34,011
shares
|
$1.91 Million
2.06% of portfolio
|
Q3 2025
Added 23.95%
|
|
|
Eclectic Associates Inc
|
Oct 09, 2025 Q3 2025 |
33,968
shares
|
$1.91 Million
0.41% of portfolio
|
Q3 2025
Reduced 1.03%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
33,534
shares
|
$1.88 Million
0.07% of portfolio
|
Q3 2025
Added 115.13%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Jan 12, 2026 Q4 2025 |
33,141
shares
|
$1.86 Million
0.38% of portfolio
|
Q4 2025
Added 53.59%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Oct 21, 2025 Q3 2025 |
33,119
shares
|
$1.86 Million
0.2% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Nov 07, 2025 Q3 2025 |
32,986
shares
|
$1.85 Million
0.73% of portfolio
|
Q3 2025
Reduced 1.19%
|
|
|
River Street Advisors LLC
Aurora, IL |
Oct 22, 2025 Q3 2025 |
32,797
shares
|
$1.84 Million
0.7% of portfolio
|
Q3 2025
Added 0.68%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
32,607
shares
|
$1.83 Million
0.01% of portfolio
|
Q3 2025
Reduced 25.69%
|
|
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
Aug 06, 2025 Q2 2025 |
32,486
shares
|
$1.82 Million
1.4% of portfolio
|
Q2 2025
Added 0.42%
|
|
|
E&G Advisors, LP
|
Oct 20, 2025 Q3 2025 |
32,267
shares
|
$1.81 Million
0.43% of portfolio
|
Q3 2025
Reduced 0.54%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Jan 08, 2026 Q4 2025 |
32,194
shares
|
$1.81 Million
0.63% of portfolio
|
Q4 2025
Added 27.63%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Aug 13, 2025 Q2 2025 |
32,093
shares
|
$1.8 Million
0.76% of portfolio
|
Q2 2025
Added 9.39%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Oct 29, 2025 Q3 2025 |
31,932
shares
|
$1.79 Million
0.11% of portfolio
|
Q3 2025
Added 79.35%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 12, 2025 Q3 2025 |
31,643
shares
|
$1.78 Million
0.24% of portfolio
|
Q3 2025
Reduced 0.18%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Nov 10, 2025 Q3 2025 |
31,259
shares
|
$1.76 Million
0.3% of portfolio
|
Q3 2025
Added 130.9%
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
30,544
shares
|
$1.72 Million
0.22% of portfolio
|
Q3 2025
Added 0.99%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
30,493
shares
|
$1.71 Million
0.13% of portfolio
|
Q3 2025
Reduced 3.18%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2025 Q3 2025 |
30,382
shares
|
$1.71 Million
0.07% of portfolio
|
Q3 2025
New holding
|
|