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 |
|---|---|---|---|---|---|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 13, 2025 Q3 2025 |
6,753
shares
|
$379,316
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Ballast, Inc.
|
Nov 07, 2025 Q3 2025 |
6,706
shares
|
$376,676
0.09% of portfolio
|
Q3 2025
Reduced 17.66%
|
|
|
Stiles Financial Services Inc
|
Oct 30, 2025 Q3 2025 |
6,676
shares
|
$374,990
0.12% of portfolio
|
Q3 2025
Added 47.28%
|
|
|
Keybank National Association
|
Nov 04, 2025 Q3 2025 |
6,599
shares
|
$370,665
0.0% of portfolio
|
Q3 2025
Added 36.54%
|
|
|
Wolf Group Capital Advisors
|
Apr 18, 2025 Q1 2025 |
6,525
shares
|
$366,509
0.11% of portfolio
|
Q1 2025
Reduced 31.06%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
6,513
shares
|
$365,835
0.15% of portfolio
|
Q3 2025
Added 1.26%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Jan 09, 2026 Q4 2025 |
6,511
shares
|
$365,722
0.08% of portfolio
|
Q4 2025
Added 26.38%
|
|
|
Vawter Financial, Ltd.
Columbus, OH |
Nov 10, 2025 Q3 2025 |
6,482
shares
|
$364,093
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
6,479
shares
|
$363,925
0.01% of portfolio
|
Q3 2025
Reduced 5.06%
|
|
|
Hudson Valley Investment Advisors Inc
|
Oct 16, 2025 Q3 2025 |
6,462
shares
|
$362,970
0.04% of portfolio
|
Q3 2025
Reduced 3.09%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Nov 13, 2025 Q3 2025 |
6,436
shares
|
$361,510
0.12% of portfolio
|
Q3 2025
Reduced 5.21%
|
|
|
Smart Wealth LLC
Omaha, NE |
Nov 07, 2025 Q3 2025 |
6,410
shares
|
$360,049
0.13% of portfolio
|
Q3 2025
Added 17.27%
|
|
|
Twelve Points Wealth Management LLC
|
Oct 22, 2025 Q3 2025 |
6,400
shares
|
$359,488
0.09% of portfolio
|
Q3 2025
Reduced 4.26%
|
|
|
Pennington Partners & Co., LLC
Bethesda, MD |
Nov 14, 2025 Q3 2025 |
6,372
shares
|
$357,915
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
6,358
shares
|
$357,128
0.0% of portfolio
|
Q2 2025
Reduced 1.21%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
6,354
shares
|
$356,904
0.03% of portfolio
|
Q2 2022
Reduced 53.71%
|
|
|
Curran Financial Partners, LLC
|
Oct 16, 2025 Q3 2025 |
6,327
shares
|
$355,387
0.08% of portfolio
|
Q3 2025
Reduced 0.11%
|
|
|
Old Second National Bank Of Aurora
|
Oct 22, 2025 Q3 2025 |
6,323
shares
|
$355,162
0.08% of portfolio
|
Q3 2025
Reduced 1.19%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
6,273
shares
|
$352,354
0.06% of portfolio
|
Q2 2025
Reduced 4.48%
|
|
|
Lcnb Corp
Lebanon, OH |
Nov 10, 2025 Q3 2025 |
6,250
shares
|
$351,062
0.12% of portfolio
|
Q1 2025
Added 25.0%
|
|
|
Sterling Investment Counsel, LLC
|
Oct 21, 2025 Q3 2025 |
6,217
shares
|
$349,208
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Hengehold Capital Management LLC
|
Oct 16, 2025 Q3 2025 |
6,192
shares
|
$347,804
0.03% of portfolio
|
Q2 2025
Reduced 1.01%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 10, 2025 Q3 2025 |
6,179
shares
|
$347,074
0.01% of portfolio
|
Q3 2025
Added 0.54%
|
|
|
Accurate Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
6,176
shares
|
$346,905
0.05% of portfolio
|
Q3 2025
Reduced 13.01%
|
|
|
Brio Consultants, LLC
|
Nov 10, 2025 Q3 2025 |
6,154
shares
|
$345,670
0.05% of portfolio
|
Q3 2025
Reduced 3.89%
|
|