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 |
|---|---|---|---|---|---|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Nov 12, 2025 Q3 2025 |
5,747
shares
|
$322,808
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
5,743
shares
|
$322,584
0.01% of portfolio
|
Q1 2024
Added 3.74%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 08, 2026 Q4 2025 |
5,722
shares
|
$321,404
0.01% of portfolio
|
Q4 2025
Added 0.07%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
5,702
shares
|
$320,281
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
5,567
shares
|
$312,698
0.0% of portfolio
|
Q3 2025
Added 903.06%
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
5,562
shares
|
$312,417
0.0% of portfolio
|
Q4 2025
Reduced 1.68%
|
|
|
Interchange Capital Partners, LLC
|
Nov 10, 2025 Q3 2025 |
5,501
shares
|
$308,991
0.06% of portfolio
|
Q2 2025
Added 274950.0%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
5,472
shares
|
$307,362
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
5,422
shares
|
$304,553
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Tranquility Partners, LLC
|
Oct 30, 2025 Q3 2025 |
5,420
shares
|
$304,441
0.1% of portfolio
|
Q3 2025
Reduced 4.48%
|
|
|
Claro Advisors LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
5,398
shares
|
$303,205
0.05% of portfolio
|
Q3 2025
Reduced 22.04%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2025 Q3 2025 |
5,365
shares
|
$301,352
0.01% of portfolio
|
Q2 2025
Added 82.55%
|
|
|
Everhart Financial Group, Inc.
|
Jan 07, 2026 Q4 2025 |
5,284
shares
|
$296,802
0.03% of portfolio
|
Q4 2025
Added 0.17%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 05, 2025 Q3 2025 |
5,283
shares
|
$296,746
0.01% of portfolio
|
Q3 2025
Added 3.87%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2025 Q3 2025 |
5,230
shares
|
$293,769
0.0% of portfolio
|
Q3 2025
Added 0.54%
|
|
|
Zega Financial, LLC
Palm Beach Gardens, FL |
Nov 14, 2024 Q3 2024 |
5,217
shares
|
$293,038
0.04% of portfolio
|
Q3 2024
Reduced 13.83%
|
|
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
Nov 12, 2025 Q3 2025 |
5,211
shares
|
$292,701
0.04% of portfolio
|
Q1 2024
Reduced 99.58%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
5,195
shares
|
$291,803
0.0% of portfolio
|
Q3 2025
Added 0.76%
|
|
|
Jmg Financial Group, Ltd.
|
Nov 12, 2025 Q3 2025 |
5,190
shares
|
$291,522
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Evoke Wealth, LLC
|
Nov 14, 2025 Q3 2025 |
5,190
shares
|
$291,522
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Erickson Financial Group, LLC
Allentown, PA |
Oct 27, 2025 Q3 2025 |
5,182
shares
|
$291,072
0.18% of portfolio
|
Q2 2024
Reduced 34.1%
|
|
|
Wise Wealth Partners
Phoenix, AZ |
Oct 23, 2025 Q3 2025 |
5,173
shares
|
$290,567
0.44% of portfolio
|
Q2 2025
Reduced 5.53%
|
|
|
Chris Bulman Inc
Roseville, CA |
Oct 20, 2025 Q3 2025 |
5,138
shares
|
$288,601
0.14% of portfolio
|
Q3 2025
Added 24.71%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 10, 2025 Q3 2025 |
5,137
shares
|
$288,545
0.02% of portfolio
|
Q3 2025
Reduced 19.13%
|
|
|
Byrne Financial Freedom, LLC
Franklin, MA |
Nov 14, 2025 Q3 2025 |
5,100
shares
|
$286,467
0.14% of portfolio
|
Q1 2025
Reduced 3.77%
|
|