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 |
|---|---|---|---|---|---|
|
Private Client Services, LLC
Louisville, KY |
Jan 07, 2026 Q4 2025 |
26,913
shares
|
$1.51 Million
0.48% of portfolio
|
Q4 2025
Added 0.14%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
26,841
shares
|
$1.51 Million
0.02% of portfolio
|
Q3 2024
Added 168.41%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
26,515
shares
|
$1.49 Million
0.07% of portfolio
|
Q3 2025
Reduced 3.61%
|
|
|
Riverpoint Wealth Management Holdings, LLC
|
Nov 04, 2025 Q3 2025 |
26,258
shares
|
$1.47 Million
0.32% of portfolio
|
Q3 2025
Reduced 10.28%
|
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
Oct 23, 2025 Q3 2025 |
26,231
shares
|
$1.47 Million
0.34% of portfolio
|
Q3 2025
Reduced 7.59%
|
|
|
Fund Evaluation Group, LLC
Cincinnati, OH |
Nov 12, 2025 Q3 2025 |
26,020
shares
|
$1.46 Million
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Hutchinson Financial Advisors, Inc
Glen Allen, VA |
Oct 14, 2025 Q3 2025 |
25,921
shares
|
$1.46 Million
1.41% of portfolio
|
Q3 2025
Reduced 15.26%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
25,530
shares
|
$1.43 Million
0.2% of portfolio
|
Q3 2024
Reduced 1.97%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
25,457
shares
|
$1.43 Million
0.2% of portfolio
|
Q3 2024
Reduced 1.64%
|
|
|
Transcend Capital Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
25,191
shares
|
$1.41 Million
0.1% of portfolio
|
Q3 2025
Reduced 0.11%
|
|
|
Cwa Asset Management Group, LLC
|
Jan 07, 2026 Q4 2025 |
25,008
shares
|
$1.4 Million
0.05% of portfolio
|
Q4 2025
Reduced 0.41%
|
|
|
Redw Wealth LLC
|
Oct 31, 2025 Q3 2025 |
24,708
shares
|
$1.39 Million
0.52% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Oct 21, 2025 Q3 2025 |
24,668
shares
|
$1.39 Million
0.23% of portfolio
|
Q3 2025
Reduced 5.08%
|
|
|
Cullen/Frost Bankers, Inc.
|
Oct 31, 2025 Q3 2025 |
24,564
shares
|
$1.38 Million
0.02% of portfolio
|
Q3 2025
Added 15.52%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 14, 2025 Q3 2025 |
24,480
shares
|
$1.38 Million
0.01% of portfolio
|
Q3 2025
Added 10.19%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
24,355
shares
|
$1.37 Million
0.01% of portfolio
|
Q3 2025
Added 10.42%
|
|
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
Oct 02, 2025 Q3 2025 |
23,858
shares
|
$1.34 Million
0.81% of portfolio
|
Q3 2025
Added 0.46%
|
|
|
Advisor Os, LLC
|
Nov 10, 2025 Q3 2025 |
23,790
shares
|
$1.34 Million
0.12% of portfolio
|
Q3 2025
Added 12.0%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Nov 12, 2025 Q3 2025 |
23,237
shares
|
$1.31 Million
0.14% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Rik Saylor Financial, Inc.
Fairfield, OH |
Nov 04, 2025 Q3 2025 |
23,178
shares
|
$1.3 Million
0.94% of portfolio
|
Q3 2025
Added 0.9%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
23,105
shares
|
$1.3 Million
0.02% of portfolio
|
Q3 2025
Added 5.4%
|
|
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
Mar 10, 2025 Q4 2024 |
23,093
shares
|
$1.3 Million
1.53% of portfolio
|
Q4 2024
New holding
|
|
|
Matauro, LLC
New York, NY |
Oct 10, 2025 Q3 2025 |
22,901
shares
|
$1.29 Million
0.2% of portfolio
|
Q3 2025
Added 3.56%
|
|
|
Ellevest, Inc.
|
Nov 14, 2025 Q3 2025 |
22,623
shares
|
$1.27 Million
0.18% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
White Pine Capital LLC
Golden Valley, MN |
Nov 10, 2025 Q3 2025 |
22,482
shares
|
$1.26 Million
0.37% of portfolio
|
Q3 2025
Added 18.25%
|
|