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 |
|---|---|---|---|---|---|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
5,090
shares
|
$285,905
0.01% of portfolio
|
Q4 2023
Added 0.61%
|
|
|
Legacy Financial Advisors, Inc.
|
Nov 10, 2025 Q3 2025 |
5,076
shares
|
$285,118
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Fiduciary Group LLC
Savannah, GA |
Nov 12, 2025 Q3 2025 |
5,070
shares
|
$284,781
0.03% of portfolio
|
Q3 2025
Added 3.79%
|
|
|
Firethorn Wealth Partners, LLC
|
Jan 08, 2026 Q4 2025 |
5,038
shares
|
$282,984
0.12% of portfolio
|
Q4 2025
Reduced 28.64%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Nov 20, 2025 Q3 2025 |
5,029
shares
|
$282,478
0.13% of portfolio
|
Q4 2024
Reduced 5.66%
|
|
|
Droms Strauss Advisors Inc
St. Louis, MO |
Nov 04, 2025 Q3 2025 |
5,021
shares
|
$282,029
0.08% of portfolio
|
Q1 2023
New holding
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Oct 10, 2025 Q3 2025 |
4,994
shares
|
$280,512
0.02% of portfolio
|
Q2 2025
Reduced 3.42%
|
|
|
Sfg Wealth Management, Llc.
|
Nov 13, 2025 Q3 2025 |
4,953
shares
|
$278,210
0.13% of portfolio
|
Q3 2025
Reduced 9.15%
|
|
|
Chicago Wealth Management, Inc.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
4,949
shares
|
$277,985
0.12% of portfolio
|
Q1 2023
New holding
|
|
|
Cambridge Advisors Inc.
|
Oct 15, 2025 Q3 2025 |
4,945
shares
|
$277,760
0.06% of portfolio
|
Q3 2025
Reduced 3.61%
|
|
|
Ifs Group,Llc
York, PA |
Nov 10, 2025 Q3 2025 |
4,913
shares
|
$275,963
0.24% of portfolio
|
Q3 2025
New holding
|
|
|
Leo Wealth, LLC
Hurst, TX |
Nov 14, 2025 Q3 2025 |
4,901
shares
|
$275,289
0.04% of portfolio
|
Q3 2025
Reduced 15.24%
|
|
|
Norris Perne & French LLP
Grand Rapids, MI |
Oct 17, 2025 Q3 2025 |
4,854
shares
|
$272,649
0.02% of portfolio
|
Q1 2025
Added 9.05%
|
|
|
First Citizens Bank & Trust CO
|
Oct 31, 2025 Q3 2025 |
4,848
shares
|
$272,312
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hurley Capital, LLC
New York, NY |
Nov 10, 2025 Q3 2025 |
4,830
shares
|
$271,301
0.15% of portfolio
|
Q3 2025
Reduced 70.17%
|
|
|
Marion Wealth Management
|
Oct 10, 2025 Q3 2025 |
4,816
shares
|
$270,514
0.06% of portfolio
|
Q3 2025
Added 0.46%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
4,815
shares
|
$270,458
0.0% of portfolio
|
Q3 2025
Reduced 27.76%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
4,815
shares
|
$270,458
0.02% of portfolio
|
Q3 2025
Added 7.84%
|
|
|
Gk Wealth Management LLC
Reno, NV |
Jan 05, 2026 Q4 2025 |
4,783
shares
|
$268,661
0.18% of portfolio
|
Q4 2025
New holding
|
|
|
Mayflower Financial Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
4,777
shares
|
$268,324
0.03% of portfolio
|
Q4 2025
Added 27.86%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Nov 12, 2025 Q3 2025 |
4,773
shares
|
$268,099
0.11% of portfolio
|
Q3 2025
Reduced 3.15%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 12, 2025 Q3 2025 |
4,734
shares
|
$265,908
0.02% of portfolio
|
Q2 2025
Added 9.31%
|
|
|
Global View Capital Management LLC
Waukesha, WI |
Oct 29, 2025 Q3 2025 |
4,728
shares
|
$265,571
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Fusion Family Wealth LLC
|
Nov 06, 2025 Q3 2025 |
4,706
shares
|
$264,336
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Black Diamond Financial, LLC
|
Nov 05, 2025 Q3 2025 |
4,695
shares
|
$263,718
0.03% of portfolio
|
Q3 2025
New holding
|
|