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 |
|---|---|---|---|---|---|
|
Pur Efi Wealth, LLC
Boston, MA |
Jan 12, 2026 Q4 2025 |
7,291
shares
|
$409,535
0.32% of portfolio
|
Q4 2025
Added 67.42%
|
|
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
Oct 09, 2025 Q3 2025 |
7,275
shares
|
$408,636
0.25% of portfolio
|
Q2 2025
Reduced 1.69%
|
|
|
Truepoint, Inc.
|
Nov 12, 2025 Q3 2025 |
7,271
shares
|
$408,412
0.01% of portfolio
|
Q2 2025
Added 3.43%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
7,204
shares
|
$404,648
0.0% of portfolio
|
Q3 2025
Added 3.64%
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
Nov 07, 2025 Q3 2025 |
7,203
shares
|
$404,592
0.07% of portfolio
|
Q3 2025
Reduced 3.57%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
7,160
shares
|
$402,177
0.02% of portfolio
|
Q3 2025
Added 7.54%
|
|
|
Allie Family Office LLC
|
Nov 14, 2025 Q3 2025 |
7,159
shares
|
$402,121
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Wealth Advisory Solutions, LLC
|
Oct 27, 2025 Q3 2025 |
7,154
shares
|
$401,840
0.1% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
7,136
shares
|
$400,829
0.0% of portfolio
|
Q2 2024
Reduced 2.85%
|
|
|
Scs Capital Management LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
7,131
shares
|
$400,548
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
7,116
shares
|
$399,705
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Iowa State Bank
|
Jan 06, 2026 Q4 2025 |
7,100
shares
|
$398,807
0.08% of portfolio
|
Q2 2024
Reduced 4.05%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Nov 03, 2025 Q3 2025 |
7,067
shares
|
$396,953
0.16% of portfolio
|
Q3 2025
Reduced 2.74%
|
|
|
Mc Mill Wealth Management
Norfolk, NE |
Nov 07, 2025 Q3 2025 |
7,054
shares
|
$396,223
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Oct 21, 2025 Q3 2025 |
7,018
shares
|
$394,201
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Grandview Asset Management LLC
|
Oct 22, 2025 Q3 2025 |
6,980
shares
|
$392,066
0.11% of portfolio
|
Q3 2025
Added 2.05%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Nov 14, 2025 Q3 2025 |
6,975
shares
|
$391,785
0.09% of portfolio
|
Q3 2025
Added 2.85%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 13, 2025 Q3 2025 |
6,951
shares
|
$390,437
0.0% of portfolio
|
Q3 2025
Reduced 98.99%
|
|
|
Caprock Group, Inc.
|
Nov 06, 2025 Q3 2025 |
6,939
shares
|
$389,763
0.01% of portfolio
|
Q3 2025
Reduced 30.56%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Nov 14, 2025 Q3 2025 |
6,935
shares
|
$389,538
0.04% of portfolio
|
Q3 2025
Reduced 0.16%
|
|
|
Mustard Seed Financial, LLC
Magnolia, AR |
Oct 20, 2025 Q3 2025 |
6,914
shares
|
$388,359
0.25% of portfolio
|
Q3 2025
Reduced 1.36%
|
|
|
Cerro Pacific Wealth Advisors LLC
|
Oct 28, 2025 Q3 2025 |
6,846
shares
|
$384,539
0.11% of portfolio
|
Q3 2025
Reduced 32.24%
|
|
|
Vectors Research Management, LLC
New York, NY |
Oct 28, 2025 Q3 2025 |
6,798
shares
|
$381,843
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
ETF Store, Inc.
|
Nov 12, 2025 Q3 2025 |
6,783
shares
|
$381,001
0.42% of portfolio
|
Q3 2025
Added 28.83%
|
|
|
Greystone Financial Group, LLC
|
Oct 22, 2025 Q3 2025 |
6,773
shares
|
$380,439
0.06% of portfolio
|
Q2 2025
Reduced 0.25%
|
|