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 |
|---|---|---|---|---|---|
|
Accredited Wealth Management, LLC
Louisville, KY |
Nov 12, 2025 Q3 2025 |
3,076
shares
|
$172,778
0.01% of portfolio
|
Q3 2025
Added 1069.58%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Nov 17, 2025 Q3 2025 |
3,026
shares
|
$169,970
0.13% of portfolio
|
Q2 2023
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
3,019
shares
|
$169,577
0.0% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
2,975
shares
|
$167,105
0.01% of portfolio
|
Q3 2025
Added 374.48%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
2,812
shares
|
$157,950
0.0% of portfolio
|
Q3 2025
Added 107.68%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
2,800
shares
|
$157,276
0.02% of portfolio
|
Q2 2023
Added 86.67%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
2,798
shares
|
$157,163
0.0% of portfolio
|
Q3 2025
Reduced 11.74%
|
|
|
Indiana Trust & Investment Management CO
|
Oct 17, 2025 Q3 2025 |
2,774
shares
|
$155,815
0.05% of portfolio
|
Q2 2025
Reduced 3.65%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 12, 2025 Q3 2025 |
2,767
shares
|
$155,422
0.04% of portfolio
|
Q3 2025
Added 3.44%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
2,587
shares
|
$145,311
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2025 Q3 2025 |
2,494
shares
|
$140,087
0.01% of portfolio
|
Q3 2025
Added 13.36%
|
|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
2,466
shares
|
$138,515
0.0% of portfolio
|
Q3 2025
Reduced 31.48%
|
|
|
Darwin Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
2,446
shares
|
$137,391
0.05% of portfolio
|
Q3 2025
Reduced 14.98%
|
|
|
Clear Investment Research, LLC
|
Nov 07, 2025 Q3 2025 |
2,386
shares
|
$134,021
0.18% of portfolio
|
Q3 2025
Added 0.46%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Jan 05, 2026 Q4 2025 |
2,316
shares
|
$130,089
0.1% of portfolio
|
Q4 2025
Reduced 0.09%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Nov 06, 2025 Q3 2025 |
2,303
shares
|
$129,359
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Urban Financial Advisory Corp
Chicago, IL |
Nov 21, 2025 Q3 2025 |
2,269
shares
|
$127,449
0.06% of portfolio
|
Q3 2025
Added 0.44%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Nov 03, 2025 Q3 2025 |
2,235
shares
|
$125,539
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Td Private Client Wealth LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
2,164
shares
|
$121,551
0.0% of portfolio
|
Q3 2025
Reduced 16.83%
|
|
|
Guerra Advisors Inc
Miami, FL |
Nov 04, 2025 Q3 2025 |
2,025
shares
|
$113,744
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Bare Financial Services, Inc
Gap, PA |
Nov 10, 2025 Q3 2025 |
2,000
shares
|
$112,340
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
1,994
shares
|
$112,002
0.08% of portfolio
|
Q4 2024
Reduced 93.24%
|
|
|
Trust CO Of Vermont
|
Oct 14, 2025 Q3 2025 |
1,912
shares
|
$107,397
0.0% of portfolio
|
Q1 2025
Reduced 6.64%
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
1,905
shares
|
$107,003
0.0% of portfolio
|
Q3 2025
Added 3075.0%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
Sep 25, 2025 Q2 2025 |
1,853
shares
|
$104,083
0.97% of portfolio
|
Q2 2025
Added 5047.22%
|
|