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 |
|---|---|---|---|---|---|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
1,841
shares
|
$103,408
0.1% of portfolio
|
Q3 2025
Reduced 32.47%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
1,693
shares
|
$95,095
0.01% of portfolio
|
Q2 2024
Added 0.47%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 12, 2025 Q3 2025 |
1,683
shares
|
$94,534
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,641
shares
|
$92,174
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 07, 2025 Q3 2025 |
1,635
shares
|
$91,837
0.03% of portfolio
|
Q3 2025
Added 0.43%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Nov 05, 2025 Q3 2025 |
1,628
shares
|
$91,444
0.02% of portfolio
|
Q2 2025
Reduced 15.08%
|
|
|
Future Financial Wealth Managment LLC
|
Oct 15, 2025 Q3 2025 |
1,627
shares
|
$91,388
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 04, 2025 Q3 2025 |
1,618
shares
|
$90,883
0.01% of portfolio
|
Q3 2025
Reduced 50.09%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 13, 2025 Q3 2025 |
1,580
shares
|
$88,748
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
1,515
shares
|
$85,097
0.02% of portfolio
|
Q3 2025
Added 51.5%
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
Nov 12, 2025 Q3 2025 |
1,514
shares
|
$85,041
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Nvwm, LLC
|
Oct 16, 2025 Q3 2025 |
1,461
shares
|
$82,064
0.02% of portfolio
|
Q1 2022
Reduced 28.56%
|
|
|
Westside Investment Management, Inc.
|
Nov 04, 2025 Q3 2025 |
1,438
shares
|
$80,772
0.01% of portfolio
|
Q3 2025
Added 37.74%
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Oct 21, 2025 Q3 2025 |
1,322
shares
|
$74,256
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Dec 08, 2025 Q3 2025 |
1,320
shares
|
$74,144
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Thompson Investment Management, Inc.
|
Oct 17, 2025 Q3 2025 |
1,290
shares
|
$72,459
0.01% of portfolio
|
Q2 2025
Added 0.86%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 03, 2025 Q3 2025 |
1,260
shares
|
$70,774
0.0% of portfolio
|
Q3 2025
Added 2830.23%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Nov 07, 2025 Q3 2025 |
1,253
shares
|
$70,381
0.04% of portfolio
|
Q3 2025
Added 0.8%
|
|
|
Claremont Financial Group, Inc.
Claremont, CA |
Aug 15, 2022 Q1 2022 |
1,250
shares
|
$70,212
0.22% of portfolio
|
Q1 2022
Added 25.0%
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
1,212
shares
|
$68,078
0.0% of portfolio
|
Q4 2024
Reduced 40.5%
|
|
|
Optimum Investment Advisors
|
Oct 20, 2025 Q3 2025 |
1,200
shares
|
$67,404
0.03% of portfolio
|
Q4 2022
Reduced 62.5%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
1,188
shares
|
$66,729
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
First Financial Corp
|
Jan 13, 2026 Q4 2025 |
1,157
shares
|
$64,988
0.02% of portfolio
|
Q3 2024
Reduced 21.19%
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Oct 14, 2025 Q3 2025 |
1,118
shares
|
$62,798
0.05% of portfolio
|
Q3 2025
Reduced 25.76%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
1,095
shares
|
$61,506
0.01% of portfolio
|
Q1 2024
Added 3.79%
|
|