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 |
|---|---|---|---|---|---|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
18,752
shares
|
$1.05 Million
0.34% of portfolio
|
Q1 2024
Added 1.54%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2025 Q3 2025 |
18,741
shares
|
$1.05 Million
0.0% of portfolio
|
Q3 2025
Reduced 51.95%
|
|
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
Nov 03, 2025 Q3 2025 |
18,639
shares
|
$1.05 Million
0.7% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
18,616
shares
|
$1.05 Million
0.0% of portfolio
|
Q3 2025
Reduced 50.51%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 12, 2025 Q3 2025 |
18,573
shares
|
$1.04 Million
0.04% of portfolio
|
Q3 2025
Reduced 2.64%
|
|
|
Spring Capital Management, LLC
|
Jan 12, 2026 Q4 2025 |
18,490
shares
|
$1.04 Million
0.5% of portfolio
|
Q1 2025
New holding
|
|
|
Regions Financial Corp
|
Nov 19, 2025 Q3 2025 |
18,118
shares
|
$1.02 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Wj Wealth Management, LLC
|
Nov 25, 2025 Q3 2025 |
17,936
shares
|
$1.01 Million
0.65% of portfolio
|
Q3 2025
Reduced 50.82%
|
|
|
Waldron Private Wealth LLC
|
Oct 29, 2025 Q3 2025 |
17,922
shares
|
$1.01 Million
0.04% of portfolio
|
Q4 2024
Added 1.29%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
17,899
shares
|
$1.01 Million
0.68% of portfolio
|
Q1 2023
Reduced 5.66%
|
|
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
Oct 27, 2025 Q3 2025 |
17,752
shares
|
$997,129
0.03% of portfolio
|
Q3 2025
Reduced 5.33%
|
|
|
Rockland Trust CO
|
Nov 06, 2025 Q3 2025 |
17,725
shares
|
$995,613
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Nov 10, 2025 Q3 2025 |
17,712
shares
|
$994,883
0.04% of portfolio
|
Q3 2025
Reduced 7.82%
|
|
|
Sanchez Wealth Management Group
|
Nov 06, 2025 Q3 2025 |
17,603
shares
|
$988,760
0.23% of portfolio
|
Q3 2025
Reduced 23.11%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Nov 14, 2025 Q3 2025 |
17,541
shares
|
$985,277
0.0% of portfolio
|
Q3 2025
Reduced 59.21%
|
|
|
Scott Marsh Financial, LLC
Millcreek, UT |
Aug 14, 2025 Q2 2025 |
17,402
shares
|
$977,470
0.34% of portfolio
|
Q2 2025
New holding
|
|
|
Community Bank, N.A.
|
Nov 14, 2025 Q3 2025 |
17,156
shares
|
$963,652
0.12% of portfolio
|
Q3 2025
Added 55.55%
|
|
|
Forthright Family Wealth Advisory LLC
Houston, TX |
Nov 04, 2025 Q3 2025 |
17,143
shares
|
$962,922
0.68% of portfolio
|
Q3 2025
New holding
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
17,030
shares
|
$956,575
0.16% of portfolio
|
Q3 2025
Reduced 7.07%
|
|
|
Lansing Street Advisors
|
Nov 10, 2025 Q3 2025 |
16,942
shares
|
$951,632
0.27% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Nov 10, 2025 Q3 2025 |
16,837
shares
|
$945,734
0.58% of portfolio
|
Q3 2025
Added 6.08%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
16,671
shares
|
$936,410
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 12, 2026 Q4 2025 |
16,648
shares
|
$935,118
0.08% of portfolio
|
Q4 2025
Added 31.63%
|
|
|
Asempa Wealth Advisors
Baton Rouge, LA |
Jan 08, 2026 Q4 2025 |
16,640
shares
|
$934,668
0.81% of portfolio
|
Q4 2025
New holding
|
|
|
Mason Investment Advisory Services, Inc.
Reston, VA |
Nov 12, 2025 Q3 2025 |
16,584
shares
|
$931,523
0.05% of portfolio
|
Q3 2025
Added 0.15%
|
|