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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Beacon Financial Group
|
Oct 07, 2025 Q3 2025 |
11,793
shares
|
$662,412
0.07% of portfolio
|
Q3 2024
Added 3.88%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Nov 14, 2025 Q3 2025 |
11,765
shares
|
$660,840
0.11% of portfolio
|
Q3 2025
Reduced 3.38%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
11,727
shares
|
$658,705
0.01% of portfolio
|
Q3 2025
Added 6.14%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Nov 12, 2025 Q3 2025 |
11,702
shares
|
$657,301
0.18% of portfolio
|
Q3 2025
Reduced 12.38%
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Oct 15, 2025 Q3 2025 |
11,593
shares
|
$651,178
0.49% of portfolio
|
Q3 2025
Added 2.89%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 23, 2025 Q3 2025 |
11,560
shares
|
$649,325
0.23% of portfolio
|
Q3 2025
Reduced 5.86%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
11,549
shares
|
$648,707
0.01% of portfolio
|
Q3 2025
Added 0.94%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Nov 12, 2025 Q3 2025 |
11,546
shares
|
$648,538
0.0% of portfolio
|
Q3 2025
Added 1.46%
|
|
|
Mma Asset Management LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
11,474
shares
|
$644,494
0.22% of portfolio
|
Q3 2025
Added 100.14%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 13, 2026 Q4 2025 |
11,415
shares
|
$641,180
0.01% of portfolio
|
Q4 2025
Reduced 0.95%
|
|
|
Investments & Financial Planning, LLC
Lexington, KY |
Nov 13, 2025 Q3 2025 |
11,402
shares
|
$640,450
0.34% of portfolio
|
Q3 2025
Reduced 4.99%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Nov 07, 2025 Q3 2025 |
11,368
shares
|
$638,540
0.11% of portfolio
|
Q3 2025
Reduced 0.32%
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Oct 15, 2025 Q3 2025 |
11,302
shares
|
$634,833
0.36% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
11,292
shares
|
$634,271
0.02% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
Nov 10, 2025 Q3 2025 |
11,243
shares
|
$631,519
0.21% of portfolio
|
Q3 2025
Added 12.68%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Oct 31, 2025 Q3 2025 |
11,242
shares
|
$631,463
0.09% of portfolio
|
Q3 2025
Added 36.85%
|
|
|
Hbw Advisory Services LLC
|
Oct 16, 2025 Q3 2025 |
11,201
shares
|
$629,160
0.08% of portfolio
|
Q3 2025
Added 7.56%
|
|
|
Brown Advisory Inc
|
Nov 14, 2025 Q3 2025 |
11,188
shares
|
$628,429
0.0% of portfolio
|
Q3 2025
Reduced 8.59%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
11,165
shares
|
$627,138
0.25% of portfolio
|
Q4 2024
Added 13.34%
|
|
|
Syon Capital LLC
San Francisco, CA |
Nov 07, 2025 Q3 2025 |
11,118
shares
|
$624,498
0.03% of portfolio
|
Q3 2025
Reduced 4.53%
|
|
|
Jacobi Capital Management LLC
|
Nov 07, 2025 Q3 2025 |
11,113
shares
|
$624,217
0.04% of portfolio
|
Q3 2025
Reduced 8.69%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Nov 13, 2025 Q3 2025 |
11,098
shares
|
$623,374
0.25% of portfolio
|
Q3 2025
Reduced 31.51%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
11,040
shares
|
$620,116
0.07% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Oct 10, 2025 Q3 2025 |
10,924
shares
|
$613,601
0.04% of portfolio
|
Q3 2025
Added 8.7%
|
|