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 |
|---|---|---|---|---|---|
|
Aviso Wealth Management
Bellevue, WA |
Nov 14, 2025 Q3 2025 |
10,779
shares
|
$605,456
0.27% of portfolio
|
Q3 2025
Reduced 0.94%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
10,777
shares
|
$605,344
0.01% of portfolio
|
Q3 2025
Added 1.46%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Oct 20, 2025 Q3 2025 |
10,771
shares
|
$605,007
0.07% of portfolio
|
Q3 2025
Reduced 21.85%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 16, 2025 Q3 2025 |
10,739
shares
|
$603,209
0.01% of portfolio
|
Q4 2024
Reduced 0.62%
|
|
|
Brand Asset Management Group, Inc.
|
Nov 12, 2025 Q3 2025 |
10,658
shares
|
$598,659
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
10,600
shares
|
$595,402
0.03% of portfolio
|
Q3 2024
Added 65.63%
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
10,555
shares
|
$592,874
0.02% of portfolio
|
Q3 2025
Added 116.16%
|
|
|
Detalus Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
10,539
shares
|
$591,975
0.16% of portfolio
|
Q1 2025
Reduced 11.38%
|
|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
10,508
shares
|
$590,234
0.03% of portfolio
|
Q3 2025
Reduced 6.7%
|
|
|
Altfest L J & CO Inc
|
Oct 21, 2025 Q3 2025 |
10,499
shares
|
$589,728
0.08% of portfolio
|
Q3 2025
Added 1.8%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
10,366
shares
|
$582,258
0.02% of portfolio
|
Q3 2025
Reduced 5.01%
|
|
|
Prospect Financial Services LLC
Melville, NY |
Nov 07, 2025 Q3 2025 |
10,223
shares
|
$574,225
0.33% of portfolio
|
Q3 2025
Added 10.23%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Oct 31, 2025 Q3 2025 |
10,074
shares
|
$565,856
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
9,974
shares
|
$560,239
0.17% of portfolio
|
Q3 2025
Reduced 7.18%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 04, 2025 Q3 2025 |
9,836
shares
|
$552,488
0.01% of portfolio
|
Q3 2025
Added 90.44%
|
|
|
Sei Investments CO
Oaks, PA |
Nov 13, 2025 Q3 2025 |
9,782
shares
|
$549,454
0.0% of portfolio
|
Q3 2025
Added 6.4%
|
|
|
Pathway Financial Advisors LLC
|
Oct 10, 2025 Q3 2025 |
9,730
shares
|
$546,534
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
9,687
shares
|
$544,118
0.03% of portfolio
|
Q3 2025
Added 2.95%
|
|
|
Arbor Wealth Advisors LLC
Troy, MI |
Jan 12, 2026 Q4 2025 |
9,650
shares
|
$542,040
0.39% of portfolio
|
Q4 2023
New holding
|
|
|
Darrow Company, Inc.
|
Oct 28, 2025 Q3 2025 |
9,500
shares
|
$533,615
0.25% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Kovack Advisors, Inc.
|
Nov 07, 2025 Q3 2025 |
9,432
shares
|
$529,795
0.05% of portfolio
|
Q3 2025
Reduced 10.86%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Nov 17, 2025 Q3 2025 |
9,415
shares
|
$528,840
1.12% of portfolio
|
Q3 2025
Reduced 32.1%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Nov 03, 2025 Q3 2025 |
9,133
shares
|
$513,000
0.07% of portfolio
|
Q3 2025
Added 0.91%
|
|
|
Investment Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
9,002
shares
|
$505,642
0.18% of portfolio
|
Q4 2022
Reduced 3.04%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Nov 17, 2025 Q3 2025 |
8,943
shares
|
$502,328
0.01% of portfolio
|
Q3 2025
Added 9.49%
|
|