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 |
|---|---|---|---|---|---|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
1,076
shares
|
$60,438
0.02% of portfolio
|
Q1 2024
Reduced 70.63%
|
|
|
Access Investment Management LLC
Atlanta, GA |
Nov 04, 2025 Q3 2025 |
1,050
shares
|
$58,978
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Ballast Advisors LLC
|
Nov 12, 2025 Q3 2025 |
1,035
shares
|
$58,135
0.02% of portfolio
|
Q3 2025
Reduced 2.54%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Oct 29, 2025 Q3 2025 |
1,030
shares
|
$57,855
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Longview Financial Advisors LLC
San Rafael, CA |
Nov 10, 2025 Q3 2025 |
1,024
shares
|
$57,518
0.03% of portfolio
|
Q3 2025
Added 1948.0%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
1,000
shares
|
$56,170
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Nbt Bank N A
|
Oct 28, 2025 Q3 2025 |
999
shares
|
$56,113
0.0% of portfolio
|
Q3 2025
Reduced 6.02%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2026 Q4 2025 |
985
shares
|
$55,327
0.01% of portfolio
|
Q4 2025
Reduced 1.01%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 14, 2025 Q3 2025 |
964
shares
|
$54,147
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 13, 2025 Q3 2025 |
911
shares
|
$51,170
0.01% of portfolio
|
Q2 2025
Reduced 14.62%
|
|
|
Crewe Advisors LLC
|
Nov 13, 2025 Q3 2025 |
904
shares
|
$50,777
0.0% of portfolio
|
Q3 2025
Added 9.18%
|
|
|
Family Legacy Financial Solutions, LLC
Cary, NC |
Oct 07, 2025 Q3 2025 |
898
shares
|
$50,440
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Steph & CO
|
Oct 06, 2025 Q3 2025 |
885
shares
|
$49,710
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Grand Wealth Management, LLC
Grand Rapids, MI |
Oct 31, 2025 Q3 2025 |
841
shares
|
$47,238
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 21, 2025 Q3 2025 |
816
shares
|
$45,834
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Tfc Financial Management
|
Oct 24, 2025 Q3 2025 |
799
shares
|
$44,879
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Oct 23, 2025 Q3 2025 |
796
shares
|
$44,711
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
768
shares
|
$43,138
0.0% of portfolio
|
Q3 2025
Reduced 4.83%
|
|
|
Fwl Investment Management, LLC
|
Nov 17, 2025 Q3 2025 |
735
shares
|
$41,284
0.01% of portfolio
|
Q3 2024
Reduced 40.73%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
720
shares
|
$40,442
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
704
shares
|
$39,543
0.0% of portfolio
|
Q3 2025
Added 0.43%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
695
shares
|
$39,038
0.0% of portfolio
|
Q4 2024
Added 224.77%
|
|
|
Balentine LLC
Atlanta, GA |
Nov 07, 2025 Q3 2025 |
690
shares
|
$38,757
0.0% of portfolio
|
Q3 2025
Reduced 22.21%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
688
shares
|
$38,644
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
687
shares
|
$38,588
0.0% of portfolio
|
Q3 2025
Added 0.44%
|
|