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 |
|---|---|---|---|---|---|
|
Lantz Financial LLC
|
Nov 05, 2025 Q3 2025 |
14,705
shares
|
$825,979
0.19% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
14,683
shares
|
$824,744
0.05% of portfolio
|
Q3 2025
Reduced 14.23%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Nov 07, 2025 Q3 2025 |
14,624
shares
|
$821,430
0.02% of portfolio
|
Q2 2025
Reduced 7.79%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 06, 2025 Q3 2025 |
14,614
shares
|
$820,868
0.01% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Aifg Consultants Ltd.
Halfmoon, NY |
Oct 14, 2025 Q3 2025 |
14,598
shares
|
$819,969
1.42% of portfolio
|
Q3 2025
Reduced 0.18%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
14,570
shares
|
$818,396
0.27% of portfolio
|
Q1 2024
Added 69.03%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 03, 2025 Q3 2025 |
14,568
shares
|
$818,284
0.16% of portfolio
|
Q3 2025
Added 6206.49%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 13, 2025 Q3 2025 |
14,480
shares
|
$813,341
0.0% of portfolio
|
Q3 2025
Added 2.84%
|
|
|
Forth Right Wealth Management, LLC
|
Jan 13, 2026 Q4 2025 |
14,191
shares
|
$797,108
0.23% of portfolio
|
Q4 2025
Added 0.02%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
14,174
shares
|
$796,153
0.02% of portfolio
|
Q2 2020
Added 2.31%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Oct 30, 2025 Q3 2025 |
14,121
shares
|
$793,176
0.1% of portfolio
|
Q3 2025
Added 261.06%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
14,080
shares
|
$790,873
0.0% of portfolio
|
Q2 2023
Reduced 58.73%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
14,035
shares
|
$788,345
0.03% of portfolio
|
Q3 2025
Reduced 0.26%
|
|
|
Harrison & CO Wealth Management, LLC
|
Jan 17, 2023 Q4 2022 |
13,988
shares
|
$785,705
0.53% of portfolio
|
Q4 2022
Added 11.75%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
13,841
shares
|
$777,448
0.03% of portfolio
|
Q3 2025
Reduced 11.53%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Jan 06, 2026 Q4 2025 |
13,838
shares
|
$777,280
0.06% of portfolio
|
Q4 2025
Reduced 0.7%
|
|
|
Bcgm Wealth Management, LLC
|
Jan 07, 2026 Q4 2025 |
13,760
shares
|
$772,899
0.22% of portfolio
|
Q4 2025
Added 0.03%
|
|
|
Caldwell Trust CO
Venice, FL |
Oct 23, 2025 Q3 2025 |
13,699
shares
|
$769,472
0.07% of portfolio
|
Q4 2021
Added 6.18%
|
|
|
Alpha Zero LLC
Boca Raton, FL |
Nov 12, 2025 Q3 2025 |
13,610
shares
|
$764,473
0.44% of portfolio
|
Q3 2025
New holding
|
|
|
Lbmc Investment Advisors, LLC
|
Oct 07, 2025 Q3 2025 |
13,535
shares
|
$760,260
0.05% of portfolio
|
Q3 2025
Added 0.45%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Oct 31, 2025 Q3 2025 |
13,524
shares
|
$759,643
0.46% of portfolio
|
Q3 2025
Reduced 5.97%
|
|
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
Nov 13, 2025 Q3 2025 |
13,497
shares
|
$758,126
0.03% of portfolio
|
Q2 2025
Reduced 7.02%
|
|
|
First National Bank Of Omaha
Omaha, NE |
Nov 07, 2025 Q3 2025 |
13,456
shares
|
$755,823
0.05% of portfolio
|
Q3 2024
Added 1.41%
|
|
|
Km Capital Management Ltd.
Austin, TX |
Nov 14, 2025 Q3 2025 |
13,429
shares
|
$754,306
0.34% of portfolio
|
Q3 2025
Added 19.74%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Oct 20, 2025 Q3 2025 |
13,392
shares
|
$752,228
0.1% of portfolio
|
Q3 2025
Reduced 22.89%
|
|