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 |
|---|---|---|---|---|---|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 12, 2026 Q4 2025 |
8,904
shares
|
$500,137
0.02% of portfolio
|
Q4 2025
Added 51.3%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Oct 16, 2025 Q3 2025 |
8,840
shares
|
$496,542
0.05% of portfolio
|
Q3 2024
Added 2.31%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 24, 2025 Q3 2025 |
8,840
shares
|
$496,542
0.11% of portfolio
|
Q2 2025
Added 14.05%
|
|
|
Davenport & CO LLC
|
Jan 12, 2026 Q4 2025 |
8,798
shares
|
$494,183
0.0% of portfolio
|
Q4 2025
Added 64.6%
|
|
|
Yhb Investment Advisors, Inc.
|
Oct 08, 2025 Q3 2025 |
8,745
shares
|
$491,206
0.04% of portfolio
|
Q3 2025
Added 1.91%
|
|
|
Crescent Sterling, Ltd.
Metairie, LA |
Jan 07, 2026 Q4 2025 |
8,698
shares
|
$488,566
0.51% of portfolio
|
Q4 2025
Added 1.28%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Oct 23, 2025 Q3 2025 |
8,686
shares
|
$487,892
0.19% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 07, 2025 Q3 2025 |
8,684
shares
|
$487,780
0.0% of portfolio
|
Q3 2025
Added 13.43%
|
|
|
Kraematon Investment Advisors, Inc
|
Nov 07, 2025 Q3 2025 |
8,606
shares
|
$483,399
0.44% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
8,543
shares
|
$479,860
0.02% of portfolio
|
Q3 2025
Reduced 42.43%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 20, 2025 Q3 2025 |
8,527
shares
|
$478,961
0.07% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
8,463
shares
|
$475,366
0.08% of portfolio
|
Q1 2024
Reduced 27.44%
|
|
|
Bluesphere Advisors, LLC
East Norriton, PA |
Nov 03, 2025 Q3 2025 |
8,461
shares
|
$475,254
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Nov 12, 2025 Q3 2025 |
8,458
shares
|
$475,085
0.03% of portfolio
|
Q3 2025
Reduced 0.34%
|
|
|
Bremer Bank National Association
|
Apr 10, 2025 Q1 2025 |
8,456
shares
|
$474,973
0.08% of portfolio
|
Q1 2025
Added 1.29%
|
|
|
Dgs Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
8,404
shares
|
$472,052
0.11% of portfolio
|
Q4 2024
Reduced 0.15%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
8,374
shares
|
$470,367
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
8,346
shares
|
$468,794
0.07% of portfolio
|
Q3 2025
Reduced 2.84%
|
|
|
Acute Investment Advisory, LLC
Mesa, AZ |
Oct 28, 2025 Q3 2025 |
8,326
shares
|
$467,671
3.87% of portfolio
|
Q3 2025
Reduced 19.82%
|
|
|
Portland Financial Advisors Inc
Port Washington, NY |
Oct 28, 2025 Q3 2025 |
8,290
shares
|
$465,649
0.98% of portfolio
|
Q4 2024
New holding
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Nov 04, 2025 Q3 2025 |
8,268
shares
|
$464,413
0.2% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2025 Q3 2025 |
8,248
shares
|
$463,290
0.03% of portfolio
|
Q3 2025
Added 5.02%
|
|
|
Annex Advisory Services, LLC
|
Oct 17, 2025 Q3 2025 |
8,234
shares
|
$462,503
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Tilson Financial Group, Inc.
New Providence, NJ |
Oct 22, 2025 Q3 2025 |
8,226
shares
|
$462,054
0.21% of portfolio
|
Q3 2025
Reduced 8.75%
|
|
|
Cowa, LLC
Tulsa, OK |
Nov 10, 2025 Q3 2025 |
8,200
shares
|
$460,594
0.15% of portfolio
|
Q3 2025
Reduced 26.79%
|
|