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 |
|---|---|---|---|---|---|
|
Garrett Investment Advisors LLC
|
Oct 09, 2025 Q3 2025 |
879,811
shares
|
$49.4 Million
4.48% of portfolio
|
Q3 2025
Added 5.92%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Oct 22, 2025 Q3 2025 |
826,973
shares
|
$46.5 Million
6.78% of portfolio
|
Q3 2025
Added 1.87%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
825,846
shares
|
$46.4 Million
3.32% of portfolio
|
Q3 2025
Added 4.65%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
812,694
shares
|
$45.6 Million
0.89% of portfolio
|
Q3 2025
Reduced 2.89%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 12, 2025 Q3 2025 |
801,338
shares
|
$45 Million
3.86% of portfolio
|
Q3 2025
Reduced 2.25%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
787,991
shares
|
$44.3 Million
0.68% of portfolio
|
Q2 2024
Added 4.56%
|
|
|
Arrow Financial Corp
|
Oct 21, 2025 Q3 2025 |
784,684
shares
|
$44.1 Million
4.57% of portfolio
|
Q3 2025
Reduced 1.86%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
779,080
shares
|
$43.8 Million
0.09% of portfolio
|
Q3 2023
Reduced 1.31%
|
|
|
Balanced Wealth Group LLC
Westlake, OH |
Oct 27, 2025 Q3 2025 |
767,979
shares
|
$43.1 Million
17.79% of portfolio
|
Q3 2025
Reduced 0.29%
|
|
|
Accredited Investors Inc.
|
Oct 30, 2025 Q3 2025 |
767,507
shares
|
$43.1 Million
2.38% of portfolio
|
Q3 2025
Reduced 2.66%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
762,790
shares
|
$42.8 Million
0.02% of portfolio
|
Q3 2024
Added 11.51%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
729,887
shares
|
$41 Million
1.62% of portfolio
|
Q3 2025
Added 0.71%
|
|
|
Tennessee Valley Asset Management Partners
|
Nov 13, 2025 Q3 2025 |
713,274
shares
|
$40.1 Million
5.56% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Constellation Investments, Inc.
Montgomery, OH |
Oct 21, 2025 Q3 2025 |
712,000
shares
|
$40 Million
1.84% of portfolio
|
Q1 2025
New holding
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
710,471
shares
|
$39.9 Million
4.48% of portfolio
|
Q3 2024
Reduced 2.44%
|
|
|
Vicus Capital
State College, PA |
Oct 24, 2025 Q3 2025 |
702,972
shares
|
$39.5 Million
3.04% of portfolio
|
Q3 2025
Added 8.91%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
700,034
shares
|
$39.3 Million
0.03% of portfolio
|
Q3 2025
Added 6.63%
|
|
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
Oct 30, 2025 Q3 2025 |
699,503
shares
|
$39.3 Million
6.55% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
693,640
shares
|
$39 Million
0.03% of portfolio
|
Q3 2025
Added 13.17%
|
|
|
Courier Capital LLC
|
Oct 29, 2025 Q3 2025 |
690,706
shares
|
$38.8 Million
2.22% of portfolio
|
Q3 2025
Added 4.31%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Nov 07, 2025 Q3 2025 |
687,832
shares
|
$38.6 Million
5.71% of portfolio
|
Q3 2025
Added 24.12%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 04, 2025 Q3 2025 |
686,964
shares
|
$38.6 Million
0.07% of portfolio
|
Q3 2025
Added 4545.73%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Nov 05, 2025 Q3 2025 |
661,469
shares
|
$37.2 Million
3.2% of portfolio
|
Q3 2025
Added 8.12%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 14, 2025 Q3 2025 |
660,474
shares
|
$37.1 Million
1.24% of portfolio
|
Q3 2025
Added 6.64%
|
|
|
Koss Olinger Consulting, LLC
|
Oct 20, 2025 Q3 2025 |
655,164
shares
|
$36.8 Million
2.84% of portfolio
|
Q3 2025
Reduced 0.91%
|
|