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 |
|---|---|---|---|---|---|
|
Elm Partners Management LLC
|
Nov 04, 2025 Q3 2025 |
4,674
shares
|
$262,538
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Equity Wealth Partners, LLC
Independence, MO |
Nov 17, 2025 Q3 2025 |
4,674
shares
|
$262,538
0.21% of portfolio
|
Q3 2025
New holding
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
4,664
shares
|
$261,976
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Valued Retirements, Inc.
Houston, TX |
Oct 15, 2025 Q3 2025 |
4,631
shares
|
$260,123
0.27% of portfolio
|
Q3 2024
New holding
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Jan 08, 2026 Q4 2025 |
4,600
shares
|
$258,382
0.08% of portfolio
|
Q3 2025
Reduced 8.0%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
4,592
shares
|
$257,932
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
4,582
shares
|
$257,370
0.03% of portfolio
|
Q3 2025
Reduced 0.97%
|
|
|
Principle Wealth Partners LLC
|
Nov 03, 2025 Q3 2025 |
4,534
shares
|
$254,674
0.02% of portfolio
|
Q1 2025
Reduced 2.45%
|
|
|
Accel Wealth Management
|
Oct 07, 2025 Q3 2025 |
4,517
shares
|
$253,719
0.08% of portfolio
|
Q3 2025
Reduced 17.72%
|
|
|
Americana Partners, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
4,517
shares
|
$253,719
0.01% of portfolio
|
Q3 2025
Added 2.99%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 08, 2025 Q3 2025 |
4,498
shares
|
$252,652
0.02% of portfolio
|
Q3 2025
Reduced 2.47%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Oct 31, 2025 Q3 2025 |
4,470
shares
|
$251,079
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Choate Investment Advisors
Boston, MA |
Nov 10, 2025 Q3 2025 |
4,454
shares
|
$250,181
0.01% of portfolio
|
Q3 2025
Added 5.57%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Oct 21, 2025 Q3 2025 |
4,434
shares
|
$249,057
0.03% of portfolio
|
Q2 2025
Reduced 2.93%
|
|
|
Midwest Trust CO
Overland Park, KS |
Nov 06, 2025 Q3 2025 |
4,427
shares
|
$248,664
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Tribridge Partners Financial LLC
Columbia, MD |
Oct 22, 2025 Q3 2025 |
4,393
shares
|
$246,754
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2025 Q3 2025 |
4,388
shares
|
$246,473
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
4,349
shares
|
$244,283
0.01% of portfolio
|
Q3 2025
Added 0.95%
|
|
|
Lex Aurum Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
4,328
shares
|
$243,103
0.04% of portfolio
|
Q1 2025
Added 4.47%
|
|
|
Phillips Financial Management, LLC
|
Oct 24, 2025 Q3 2025 |
4,320
shares
|
$242,654
0.02% of portfolio
|
Q3 2025
Added 343.53%
|
|
|
Grantvest Financial Group LLC
Matawan, NJ |
Nov 04, 2025 Q3 2025 |
4,317
shares
|
$242,485
0.16% of portfolio
|
Q3 2025
Reduced 4.62%
|
|
|
Howard Capital Management Group, LLC
|
Oct 16, 2025 Q3 2025 |
4,273
shares
|
$240,014
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Oct 31, 2025 Q3 2025 |
4,273
shares
|
$240,014
0.0% of portfolio
|
Q3 2025
Reduced 14.11%
|
|
|
Kaizen Financial Strategies
|
Nov 10, 2025 Q3 2025 |
4,265
shares
|
$239,565
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Second Line Capital, LLC
Metairie, LA |
Nov 18, 2025 Q3 2025 |
4,254
shares
|
$238,947
0.06% of portfolio
|
Q3 2025
Added 3.03%
|
|