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 |
|---|---|---|---|---|---|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Oct 30, 2025 Q3 2025 |
6,144
shares
|
$345,108
0.12% of portfolio
|
Q3 2025
Reduced 10.76%
|
|
|
Berkeley, Inc
Boise, ID |
Oct 30, 2025 Q3 2025 |
6,104
shares
|
$342,861
0.11% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Oct 29, 2025 Q3 2025 |
6,046
shares
|
$339,603
0.01% of portfolio
|
Q2 2025
Reduced 4.65%
|
|
|
Focused Wealth Management, Inc
|
Oct 10, 2025 Q3 2025 |
6,033
shares
|
$338,873
0.04% of portfolio
|
Q3 2025
Added 0.42%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2025 Q3 2025 |
6,022
shares
|
$338,255
0.0% of portfolio
|
Q3 2025
Added 0.45%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Nov 12, 2025 Q3 2025 |
5,984
shares
|
$336,121
0.02% of portfolio
|
Q3 2025
Added 5.35%
|
|
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
Nov 10, 2025 Q3 2025 |
5,980
shares
|
$335,896
0.2% of portfolio
|
Q3 2025
Added 2.89%
|
|
|
Capital Square, LLC
|
Nov 21, 2025 Q3 2025 |
5,974
shares
|
$335,559
0.18% of portfolio
|
Q3 2025
Added 9.8%
|
|
|
Mascagni Wealth Management, Inc.
Clinton, MS |
Oct 15, 2025 Q3 2025 |
5,963
shares
|
$334,941
0.25% of portfolio
|
Q3 2025
Reduced 8.98%
|
|
|
Sharper & Granite LLC
El Segundo, CA |
Oct 15, 2025 Q3 2025 |
5,953
shares
|
$334,380
0.12% of portfolio
|
Q3 2025
Reduced 5.6%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
Oct 27, 2025 Q3 2025 |
5,918
shares
|
$332,414
0.11% of portfolio
|
Q2 2025
Added 5.27%
|
|
|
Evolution Wealth Advisors, LLC
|
Jan 12, 2026 Q4 2025 |
5,900
shares
|
$331,403
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
Jul 18, 2023 Q2 2023 |
5,900
shares
|
$331,403
0.25% of portfolio
|
Q2 2023
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 03, 2025 Q3 2025 |
5,887
shares
|
$330,672
0.11% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
5,862
shares
|
$329,268
0.02% of portfolio
|
Q4 2022
Added 56.4%
|
|
|
Goal Vest Advisory LLC
|
Jan 05, 2026 Q4 2025 |
5,860
shares
|
$329,156
0.07% of portfolio
|
Q1 2025
Reduced 0.98%
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Oct 27, 2025 Q3 2025 |
5,860
shares
|
$329,156
0.1% of portfolio
|
Q2 2025
Reduced 0.34%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 14, 2025 Q3 2025 |
5,850
shares
|
$328,594
0.0% of portfolio
|
Q3 2025
Reduced 37.71%
|
|
|
Essex Savings Bank
|
Nov 04, 2025 Q3 2025 |
5,847
shares
|
$328,425
0.07% of portfolio
|
Q2 2025
Reduced 1.12%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Oct 16, 2025 Q3 2025 |
5,842
shares
|
$328,145
0.17% of portfolio
|
Q2 2025
Reduced 0.9%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Nov 03, 2025 Q3 2025 |
5,826
shares
|
$327,246
0.0% of portfolio
|
Q3 2025
Reduced 8.38%
|
|
|
First Community Trust Na
|
Oct 07, 2025 Q3 2025 |
5,820
shares
|
$326,909
0.25% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Hancock Whitney Corp
|
Nov 17, 2025 Q3 2025 |
5,796
shares
|
$325,561
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
5,770
shares
|
$324,100
0.02% of portfolio
|
Q3 2025
Added 1.0%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Nov 06, 2025 Q3 2025 |
5,762
shares
|
$323,651
0.0% of portfolio
|
Q3 2025
Reduced 35.55%
|
|