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 |
|---|---|---|---|---|---|
|
Bill Few Associates, Inc.
|
Jan 12, 2026 Q4 2025 |
8,191
shares
|
$460,088
0.13% of portfolio
|
Q4 2025
Added 1.75%
|
|
|
Dynamic Financial Group
Cedar Falls, IA |
Oct 28, 2025 Q3 2025 |
8,182
shares
|
$459,582
0.39% of portfolio
|
Q3 2025
Added 1.45%
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Nov 06, 2025 Q3 2025 |
8,153
shares
|
$457,954
0.12% of portfolio
|
Q3 2025
Added 0.43%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Nov 14, 2025 Q3 2025 |
8,090
shares
|
$454,415
0.1% of portfolio
|
Q3 2025
Reduced 27.24%
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Jan 02, 2026 Q4 2025 |
8,054
shares
|
$452,393
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Gds Wealth Management
|
Oct 31, 2025 Q3 2025 |
8,048
shares
|
$452,056
0.03% of portfolio
|
Q3 2025
Added 5.71%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
8,022
shares
|
$450,595
0.15% of portfolio
|
Q3 2025
Reduced 10.83%
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Oct 23, 2025 Q3 2025 |
8,021
shares
|
$450,539
0.24% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Oct 30, 2025 Q3 2025 |
7,999
shares
|
$449,303
0.05% of portfolio
|
Q2 2025
Reduced 0.55%
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Nov 06, 2025 Q3 2025 |
7,960
shares
|
$447,113
0.26% of portfolio
|
Q3 2025
Added 0.47%
|
|
|
Mcf Advisors LLC
Covington, KY |
Nov 05, 2025 Q3 2025 |
7,767
shares
|
$436,272
0.03% of portfolio
|
Q3 2022
Added 1223.17%
|
|
|
Safeguard Financial, LLC
|
Apr 10, 2025 Q1 2025 |
7,719
shares
|
$433,576
0.09% of portfolio
|
Q1 2025
Reduced 1.78%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
7,700
shares
|
$432,509
0.01% of portfolio
|
Q3 2025
Reduced 2.9%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 13, 2025 Q3 2025 |
7,634
shares
|
$428,801
0.03% of portfolio
|
Q2 2025
Reduced 1.61%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Dec 23, 2025 Q3 2025 |
7,583
shares
|
$425,937
0.45% of portfolio
|
Q3 2025
Reduced 3.51%
|
|
|
Thrive Capital Management, LLC
Fort Washington, PA |
Oct 28, 2025 Q3 2025 |
7,518
shares
|
$422,286
0.11% of portfolio
|
Q3 2025
Added 19.11%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Oct 31, 2025 Q3 2025 |
7,473
shares
|
$419,758
0.14% of portfolio
|
Q3 2025
Reduced 17.79%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Oct 28, 2025 Q3 2025 |
7,469
shares
|
$419,533
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Family Wealth Group, LLC
Lexington, KY |
Oct 29, 2025 Q3 2025 |
7,453
shares
|
$418,635
0.39% of portfolio
|
Q3 2025
Added 0.46%
|
|
|
Somerset Trust CO
|
Jan 09, 2026 Q4 2025 |
7,449
shares
|
$418,410
0.14% of portfolio
|
Q4 2025
Reduced 0.49%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Nov 03, 2025 Q3 2025 |
7,417
shares
|
$416,612
0.11% of portfolio
|
Q3 2025
Added 64.64%
|
|
|
Venture Visionary Partners LLC
|
Oct 06, 2025 Q3 2025 |
7,398
shares
|
$415,545
0.01% of portfolio
|
Q3 2025
Reduced 94.56%
|
|
|
Cahaba Wealth Management, Inc.
|
Jan 07, 2026 Q4 2025 |
7,359
shares
|
$413,355
0.03% of portfolio
|
Q3 2024
Reduced 3.45%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Nov 14, 2025 Q3 2025 |
7,334
shares
|
$411,950
0.02% of portfolio
|
Q3 2025
Added 12.73%
|
|
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
Nov 12, 2025 Q3 2025 |
7,323
shares
|
$411,332
0.38% of portfolio
|
Q3 2025
Added 0.04%
|
|