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 |
|---|---|---|---|---|---|
|
Calton & Associates, Inc.
|
Nov 07, 2025 Q3 2025 |
22,465
shares
|
$1.26 Million
0.2% of portfolio
|
Q3 2025
Added 3.76%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Jan 12, 2026 Q4 2025 |
22,217
shares
|
$1.25 Million
0.73% of portfolio
|
Q4 2025
Reduced 0.63%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
22,212
shares
|
$1.25 Million
0.0% of portfolio
|
Q3 2025
Reduced 14.37%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 31, 2025 Q3 2025 |
22,115
shares
|
$1.24 Million
0.06% of portfolio
|
Q3 2025
Added 49.52%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 06, 2025 Q3 2025 |
21,982
shares
|
$1.23 Million
0.06% of portfolio
|
Q3 2025
Added 14.9%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Nov 04, 2025 Q3 2025 |
21,954
shares
|
$1.23 Million
0.46% of portfolio
|
Q3 2025
Added 7.28%
|
|
|
Howard Wealth Management, LLC
Madison, CT |
Nov 03, 2025 Q3 2025 |
21,723
shares
|
$1.22 Million
0.56% of portfolio
|
Q3 2025
Reduced 2.64%
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
21,575
shares
|
$1.21 Million
0.1% of portfolio
|
Q3 2025
Added 1.47%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
21,439
shares
|
$1.2 Million
0.15% of portfolio
|
Q3 2025
Added 5.56%
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Oct 07, 2025 Q3 2025 |
21,278
shares
|
$1.2 Million
0.49% of portfolio
|
Q3 2025
Reduced 0.13%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Nov 03, 2025 Q3 2025 |
21,247
shares
|
$1.19 Million
0.18% of portfolio
|
Q3 2025
Added 7.39%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
21,211
shares
|
$1.19 Million
0.04% of portfolio
|
Q3 2025
Reduced 3.77%
|
|
|
Krilogy Financial LLC
|
Nov 06, 2025 Q3 2025 |
21,172
shares
|
$1.19 Million
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Coastal Bridge Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
21,076
shares
|
$1.18 Million
0.1% of portfolio
|
Q3 2025
Added 1.84%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
21,008
shares
|
$1.18 Million
0.01% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Tempus Wealth Planning, LLC
|
Nov 05, 2025 Q3 2025 |
20,925
shares
|
$1.18 Million
0.3% of portfolio
|
Q3 2025
Added 48.68%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 07, 2025 Q3 2025 |
20,893
shares
|
$1.17 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.41%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
20,815
shares
|
$1.17 Million
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Schrum Private Wealth Management LLC
|
Nov 07, 2025 Q3 2025 |
20,799
shares
|
$1.17 Million
0.85% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Ggm Financials LLC
Columbus, OH |
Nov 10, 2025 Q3 2025 |
20,731
shares
|
$1.16 Million
0.58% of portfolio
|
Q3 2025
Reduced 1.96%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
20,543
shares
|
$1.15 Million
0.07% of portfolio
|
Q3 2025
Added 6.2%
|
|
|
Centerpoint Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
20,531
shares
|
$1.15 Million
0.35% of portfolio
|
Q2 2024
Reduced 0.13%
|
|
|
Sequent Planning LLC
Omaha, NE |
Nov 12, 2025 Q3 2025 |
20,268
shares
|
$1.14 Million
0.32% of portfolio
|
Q3 2025
Added 10.51%
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
Nov 07, 2025 Q3 2025 |
20,060
shares
|
$1.13 Million
0.28% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2025 Q3 2025 |
19,105
shares
|
$1.07 Million
0.01% of portfolio
|
Q2 2025
Reduced 4.5%
|
|