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 |
|---|---|---|---|---|---|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
May 16, 2025 Q1 2025 |
13,286
shares
|
$746,274
0.52% of portfolio
|
Q1 2025
Added 36.52%
|
|
|
Fortune 45 LLC
|
Nov 13, 2025 Q3 2025 |
13,236
shares
|
$743,466
0.37% of portfolio
|
Q3 2025
Reduced 0.47%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Nov 18, 2025 Q3 2025 |
13,106
shares
|
$736,164
0.03% of portfolio
|
Q2 2023
Reduced 30.63%
|
|
|
Wallington Asset Management, LLC
|
Oct 20, 2025 Q3 2025 |
13,100
shares
|
$735,827
0.1% of portfolio
|
Q3 2025
Reduced 2.57%
|
|
|
Embree Financial Group
Chicago, IL |
Oct 09, 2025 Q3 2025 |
13,048
shares
|
$732,906
0.1% of portfolio
|
Q3 2025
Added 0.45%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 08, 2025 Q3 2025 |
12,982
shares
|
$729,198
0.1% of portfolio
|
Q3 2025
Added 11.41%
|
|
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
Nov 07, 2025 Q3 2025 |
12,979
shares
|
$729,030
0.12% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
12,978
shares
|
$728,974
0.1% of portfolio
|
Q4 2024
Added 19.09%
|
|
|
Geller Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
12,938
shares
|
$726,727
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Rda Financial Network
|
Jan 06, 2026 Q4 2025 |
12,927
shares
|
$726,109
0.18% of portfolio
|
Q4 2025
Reduced 62.02%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Oct 29, 2025 Q3 2025 |
12,882
shares
|
$723,581
0.26% of portfolio
|
Q3 2025
Reduced 4.16%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Nov 12, 2025 Q3 2025 |
12,655
shares
|
$710,831
0.02% of portfolio
|
Q3 2025
Added 123.39%
|
|
|
Warren Street Wealth Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
12,629
shares
|
$709,370
0.22% of portfolio
|
Q3 2025
Added 2.6%
|
|
|
Mcdonald Partners LLC
|
Nov 12, 2025 Q3 2025 |
12,506
shares
|
$702,462
0.22% of portfolio
|
Q3 2025
Reduced 6.31%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Oct 06, 2025 Q3 2025 |
12,485
shares
|
$701,282
0.25% of portfolio
|
Q3 2025
Reduced 1.27%
|
|
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
Oct 28, 2025 Q3 2025 |
12,452
shares
|
$699,428
0.62% of portfolio
|
Q3 2025
Reduced 1.9%
|
|
|
Empirical Asset Management, LLC
|
Nov 10, 2025 Q3 2025 |
12,445
shares
|
$699,035
0.19% of portfolio
|
Q3 2025
Added 7.16%
|
|
|
Grimes & Company, Inc.
|
Oct 27, 2025 Q3 2025 |
12,388
shares
|
$695,833
0.02% of portfolio
|
Q3 2025
Added 0.55%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 12, 2026 Q4 2025 |
12,195
shares
|
$684,993
0.47% of portfolio
|
Q4 2025
Added 3.36%
|
|
|
Ford Financial Group, LLC
|
May 11, 2023 Q1 2023 |
12,158
shares
|
$682,914
20.99% of portfolio
|
Q1 2023
Reduced 98.55%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 14, 2025 Q3 2025 |
12,113
shares
|
$680,387
0.01% of portfolio
|
Q3 2025
Added 114.62%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Nov 12, 2025 Q3 2025 |
12,035
shares
|
$676,005
0.08% of portfolio
|
Q3 2025
Added 12.26%
|
|
|
626 Financial, LLC
|
Nov 07, 2025 Q3 2025 |
12,026
shares
|
$675,500
0.31% of portfolio
|
Q3 2024
Reduced 16.35%
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Nov 18, 2025 Q3 2025 |
11,977
shares
|
$672,748
0.45% of portfolio
|
Q3 2025
Reduced 3.2%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Nov 12, 2025 Q3 2025 |
11,924
shares
|
$669,771
0.12% of portfolio
|
Q3 2025
Added 6.3%
|
|