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 1,181 institutions that hold shares in the stock, with a total of 475 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 |
|---|---|---|---|---|---|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
3,641,782
shares
|
$205 Million
2.07% of portfolio
|
Q3 2025
Reduced 23.44%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
3,626,452
shares
|
$204 Million
0.06% of portfolio
|
Q3 2025
Reduced 13.3%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
3,472,564
shares
|
$195 Million
0.32% of portfolio
|
Q3 2025
Added 0.49%
|
|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
3,453,849
shares
|
$194 Million
8.56% of portfolio
|
Q3 2025
Added 13.19%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Nov 13, 2025 Q3 2025 |
3,169,464
shares
|
$178 Million
14.0% of portfolio
|
Q3 2025
Added 1.21%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
3,117,992
shares
|
$175 Million
1.28% of portfolio
|
Q3 2025
Added 19.52%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
3,010,747
shares
|
$169 Million
2.12% of portfolio
|
Q2 2023
Reduced 4.97%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
2,881,083
shares
|
$162 Million
0.85% of portfolio
|
Q3 2025
Reduced 1.5%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
2,667,344
shares
|
$150 Million
0.42% of portfolio
|
Q2 2023
Added 32.71%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
2,487,616
shares
|
$140 Million
0.16% of portfolio
|
Q3 2025
Added 3.96%
|
|
|
Betterment LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
2,411,815
shares
|
$135 Million
0.26% of portfolio
|
Q3 2025
Reduced 3.99%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 12, 2025 Q3 2025 |
2,293,918
shares
|
$129 Million
4.41% of portfolio
|
Q3 2025
Added 9.41%
|
|
|
Lutz Financial Services LLC
|
Nov 10, 2025 Q3 2025 |
2,266,428
shares
|
$127 Million
9.09% of portfolio
|
Q3 2025
Added 2.7%
|
|
|
Octavia Wealth Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
2,126,014
shares
|
$119 Million
11.88% of portfolio
|
Q3 2025
Added 2.96%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
2,035,444
shares
|
$114 Million
0.11% of portfolio
|
Q3 2025
Reduced 3.57%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
2,020,000
shares
|
$113 Million
0.15% of portfolio
|
Q3 2025
Added 4.45%
|
|
|
First National Trust CO
|
Nov 06, 2025 Q3 2025 |
1,948,749
shares
|
$109 Million
3.81% of portfolio
|
Q3 2025
Reduced 7.38%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
1,929,354
shares
|
$108 Million
0.07% of portfolio
|
Q3 2025
Added 6.36%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
1,913,932
shares
|
$108 Million
0.02% of portfolio
|
Q3 2025
Added 14.34%
|
|
|
Angeles Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
1,886,026
shares
|
$106 Million
6.44% of portfolio
|
Q3 2025
Added 5.78%
|
|
|
Alpha Star Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
1,774,528
shares
|
$99.7 Million
8.23% of portfolio
|
Q3 2025
Reduced 5.62%
|
|
|
Magnus Financial Group LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
1,735,378
shares
|
$97.5 Million
8.38% of portfolio
|
Q3 2025
Reduced 1.99%
|
|
|
Kwb Wealth
Redlands, CA |
Oct 07, 2025 Q3 2025 |
1,628,642
shares
|
$91.5 Million
10.21% of portfolio
|
Q3 2025
Added 10.83%
|
|
|
Old National Bancorp
|
Oct 14, 2025 Q3 2025 |
1,625,570
shares
|
$91.3 Million
1.55% of portfolio
|
Q3 2025
Added 0.76%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
1,575,189
shares
|
$88.5 Million
0.11% of portfolio
|
Q3 2025
Added 6.08%
|
|