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 |
|---|---|---|---|---|---|
|
Integrated Capital Management, Inc.
|
Jan 08, 2026 Q4 2025 |
16,581
shares
|
$931,354
0.7% of portfolio
|
Q4 2025
Added 4.55%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 13, 2025 Q3 2025 |
16,565
shares
|
$930,456
0.01% of portfolio
|
Q3 2025
Added 336.84%
|
|
|
Brown Miller Wealth Management, LLC
|
Oct 21, 2025 Q3 2025 |
16,444
shares
|
$923,659
0.27% of portfolio
|
Q3 2025
Added 4.9%
|
|
|
Baker Tilly Wealth Management, LLC
|
Jan 08, 2026 Q4 2025 |
16,209
shares
|
$910,459
0.24% of portfolio
|
Q4 2025
Added 5.71%
|
|
|
Rkl Wealth Management LLC
|
Nov 10, 2025 Q3 2025 |
16,193
shares
|
$909,560
0.08% of portfolio
|
Q3 2025
Added 0.46%
|
|
|
Trh Financial, LLC
|
Jul 26, 2022 Q2 2022 |
16,033
shares
|
$900,573
0.2% of portfolio
|
Q2 2022
Reduced 35.54%
|
|
|
Headland Capital, LLC
Mt. Pleasant, SC |
Nov 12, 2025 Q3 2025 |
15,989
shares
|
$898,102
0.25% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Lowe Brockenbrough & CO Inc
|
Nov 05, 2025 Q3 2025 |
15,873
shares
|
$891,586
0.05% of portfolio
|
Q2 2025
Reduced 0.94%
|
|
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
Nov 14, 2025 Q3 2025 |
15,796
shares
|
$887,261
0.48% of portfolio
|
Q3 2025
Reduced 9.19%
|
|
|
Ironwood Financial, LLC
|
Oct 22, 2025 Q3 2025 |
15,597
shares
|
$876,083
0.15% of portfolio
|
Q1 2025
Added 1.86%
|
|
|
Sfmg, LLC
|
Nov 13, 2025 Q3 2025 |
15,479
shares
|
$869,455
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Sequent Asset Management, LLC
|
Oct 20, 2025 Q3 2025 |
15,421
shares
|
$866,197
0.65% of portfolio
|
Q2 2025
Reduced 4.2%
|
|
|
Wall Capital Group, Inc.
|
Feb 07, 2024 Q4 2023 |
15,387
shares
|
$864,287
0.81% of portfolio
|
Q4 2023
Added 54.02%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
15,348
shares
|
$862,097
0.01% of portfolio
|
Q3 2025
Added 11.88%
|
|
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
Oct 24, 2025 Q3 2025 |
15,276
shares
|
$858,052
0.34% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Financial Insights, Inc.
|
Jul 21, 2025 Q2 2025 |
15,127
shares
|
$849,683
0.3% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Nov 26, 2025 Q3 2025 |
15,081
shares
|
$847,099
0.44% of portfolio
|
Q3 2025
Added 4.26%
|
|
|
Emergent Wealth Advisors, LLC
Williamsville, NY |
Oct 30, 2025 Q3 2025 |
14,974
shares
|
$841,089
0.48% of portfolio
|
Q1 2024
Reduced 46.75%
|
|
|
Wealthstream Advisors, Inc.
|
Nov 06, 2025 Q3 2025 |
14,932
shares
|
$838,730
0.13% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Oct 30, 2025 Q3 2025 |
14,850
shares
|
$834,124
0.19% of portfolio
|
Q3 2025
Reduced 6.43%
|
|
|
Lowery Thomas, LLC
San Francisco, CA |
Nov 10, 2025 Q3 2025 |
14,837
shares
|
$833,394
0.48% of portfolio
|
Q3 2025
Reduced 3.45%
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Oct 30, 2025 Q3 2025 |
14,835
shares
|
$833,281
0.53% of portfolio
|
Q3 2025
Added 7.7%
|
|
|
Awm Capital, LLC
|
Oct 29, 2025 Q3 2025 |
14,768
shares
|
$829,518
0.1% of portfolio
|
Q3 2025
Added 0.45%
|
|
|
Rhs Financial, LLC
|
Oct 22, 2025 Q3 2025 |
14,750
shares
|
$828,507
0.44% of portfolio
|
Q3 2025
Added 62.68%
|
|
|
Hickory Asset Management, Inc.
Concord, OH |
Jul 22, 2025 Q2 2025 |
14,727
shares
|
$827,215
0.64% of portfolio
|
Q2 2025
Reduced 2.62%
|
|