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 Shield Partners, LLC
Cary, NC |
Oct 31, 2025 Q3 2025 |
30,333
shares
|
$1.7 Million
0.2% of portfolio
|
Q3 2025
Reduced 7.28%
|
|
|
Steel Peak Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
30,329
shares
|
$1.7 Million
0.06% of portfolio
|
Q3 2025
Reduced 90.56%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
30,153
shares
|
$1.69 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.54%
|
|
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
Jul 25, 2025 Q2 2025 |
30,077
shares
|
$1.69 Million
1.36% of portfolio
|
Q2 2025
Reduced 61.61%
|
|
|
Foresight Wealth Management, LLC
|
Feb 13, 2023 Q4 2022 |
29,880
shares
|
$1.68 Million
16.65% of portfolio
|
Q4 2022
Reduced 91.14%
|
|
|
Thayer Financial, L.L.C.
Hickory, NC |
Jan 12, 2026 Q4 2025 |
29,686
shares
|
$1.67 Million
1.78% of portfolio
|
Q4 2025
New holding
|
|
|
Redwood Financial Network Corp
|
Nov 12, 2025 Q3 2025 |
29,601
shares
|
$1.66 Million
1.07% of portfolio
|
Q3 2025
Added 4.03%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 13, 2025 Q3 2025 |
28,861
shares
|
$1.62 Million
0.0% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Wealth Management Resources, Inc.
|
Oct 16, 2025 Q3 2025 |
28,830
shares
|
$1.62 Million
0.52% of portfolio
|
Q3 2025
Reduced 2.47%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2025 Q3 2025 |
28,800
shares
|
$1.62 Million
0.0% of portfolio
|
Q3 2025
Reduced 56.1%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2025 Q3 2025 |
28,759
shares
|
$1.62 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
28,099
shares
|
$1.58 Million
0.26% of portfolio
|
Q3 2025
Reduced 0.74%
|
|
|
Seven Mile Advisory
Ewing, NJ |
Nov 13, 2025 Q3 2025 |
28,006
shares
|
$1.57 Million
0.25% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
27,903
shares
|
$1.57 Million
0.45% of portfolio
|
Q2 2025
Reduced 1.24%
|
|
|
H. L. Ormond & Company, LLC
Greenville, NC |
Nov 14, 2022 Q3 2022 |
27,897
shares
|
$1.57 Million
1.54% of portfolio
|
Q3 2022
Reduced 0.11%
|
|
|
Dagco, Inc.
|
Jan 08, 2026 Q4 2025 |
27,730
shares
|
$1.56 Million
0.37% of portfolio
|
Q4 2025
Added 0.05%
|
|
|
Index Fund Advisors, Inc.
|
Oct 22, 2025 Q3 2025 |
27,680
shares
|
$1.55 Million
0.08% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Pfg Private Wealth Management, LLC
|
Nov 06, 2025 Q3 2025 |
27,357
shares
|
$1.54 Million
0.73% of portfolio
|
Q3 2025
New holding
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Nov 06, 2025 Q3 2025 |
27,357
shares
|
$1.54 Million
0.68% of portfolio
|
Q3 2025
Added 1.18%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
27,259
shares
|
$1.53 Million
0.02% of portfolio
|
Q3 2023
Reduced 70.06%
|
|
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
Nov 12, 2025 Q3 2025 |
27,242
shares
|
$1.53 Million
0.64% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Flagship Private Wealth, LLC
|
Nov 03, 2025 Q3 2025 |
27,185
shares
|
$1.53 Million
0.61% of portfolio
|
Q3 2025
Reduced 1.16%
|
|
|
Gts Securities LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
27,074
shares
|
$1.52 Million
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
Nov 06, 2025 Q3 2025 |
27,000
shares
|
$1.52 Million
0.46% of portfolio
|
Q4 2024
New holding
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Nov 14, 2025 Q3 2025 |
26,962
shares
|
$1.51 Million
0.16% of portfolio
|
Q3 2025
Added 1.28%
|
|