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 |
|---|---|---|---|---|---|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 21, 2025 Q3 2025 |
3,830
shares
|
$215,131
0.01% of portfolio
|
Q2 2025
Added 12.11%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Oct 22, 2025 Q3 2025 |
3,816
shares
|
$214,344
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Invera Wealth Advisors, LLC
Bend, OR |
Oct 29, 2025 Q3 2025 |
3,809
shares
|
$213,951
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
3,795
shares
|
$213,165
0.05% of portfolio
|
Q2 2024
Added 105.14%
|
|
|
White Lighthouse Investment Management Inc.
|
Nov 13, 2025 Q3 2025 |
3,721
shares
|
$209,008
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 23, 2025 Q3 2025 |
3,693
shares
|
$207,435
0.03% of portfolio
|
Q1 2025
Reduced 1.49%
|
|
|
Squarepoint Ops LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
3,683
shares
|
$206,874
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bernardo Wealth Planning LLC
|
Oct 22, 2025 Q3 2025 |
3,670
shares
|
$206,143
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Stonebridge Financial Planning Group, LLC
|
Nov 17, 2025 Q3 2025 |
3,652
shares
|
$205,132
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Rockline Wealth Management, LLC
Plainview, NY |
Nov 03, 2025 Q3 2025 |
3,647
shares
|
$204,851
0.04% of portfolio
|
Q3 2025
Reduced 7.32%
|
|
|
Montz Harcus Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
3,646
shares
|
$204,795
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Dec 29, 2025 Q3 2025 |
3,646
shares
|
$204,795
0.2% of portfolio
|
Q3 2025
Reduced 42.95%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Oct 16, 2025 Q3 2025 |
3,642
shares
|
$204,571
0.01% of portfolio
|
Q3 2025
Reduced 61.67%
|
|
|
Emerald Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
3,622
shares
|
$203,447
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Concord Wealth Partners
|
Nov 05, 2025 Q3 2025 |
3,613
shares
|
$202,942
0.03% of portfolio
|
Q3 2025
Reduced 31.36%
|
|
|
Archer Investment Management, LLC
Austin, TX |
Jan 12, 2026 Q4 2025 |
3,597
shares
|
$202,043
0.11% of portfolio
|
Q4 2025
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
3,546
shares
|
$199,178
0.01% of portfolio
|
Q3 2024
Added 1.14%
|
|
|
Advice One Advisory Services, LLC
Glastonbury, CT |
Jan 08, 2026 Q4 2025 |
3,542
shares
|
$198,954
0.12% of portfolio
|
Q4 2025
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
3,503
shares
|
$196,763
0.1% of portfolio
|
Q2 2024
Reduced 96.2%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 10, 2025 Q3 2025 |
3,450
shares
|
$193,786
0.05% of portfolio
|
Q1 2024
Added 76.92%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 03, 2025 Q3 2025 |
3,383
shares
|
$190,023
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Nov 12, 2025 Q3 2025 |
3,364
shares
|
$188,955
0.03% of portfolio
|
Q3 2025
Reduced 15.39%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Nov 04, 2025 Q3 2025 |
3,275
shares
|
$183,956
0.03% of portfolio
|
Q1 2025
Added 10.08%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Nov 04, 2025 Q3 2025 |
3,179
shares
|
$178,564
0.02% of portfolio
|
Q2 2025
Reduced 1.52%
|
|
|
Prairie View Partners, LLC
|
Jul 24, 2025 Q2 2025 |
3,131
shares
|
$175,868
0.02% of portfolio
|
Q1 2025
Reduced 13.05%
|
|