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 |
|---|---|---|---|---|---|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Oct 20, 2025 Q3 2025 |
207
shares
|
$11,627
0.01% of portfolio
|
Q1 2025
Reduced 8.81%
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
202
shares
|
$11,346
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Nov 14, 2025 Q3 2025 |
198
shares
|
$11,121
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
184
shares
|
$10,335
0.0% of portfolio
|
Q3 2025
Reduced 98.3%
|
|
|
Quaker Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
183
shares
|
$10,279
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
181
shares
|
$10,166
0.0% of portfolio
|
Q2 2025
Reduced 88.57%
|
|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Oct 23, 2025 Q3 2025 |
181
shares
|
$10,166
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Byrne Asset Management LLC
|
Oct 22, 2025 Q3 2025 |
177
shares
|
$9,942
0.01% of portfolio
|
Q3 2024
Added 84.75%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2025 Q3 2025 |
174
shares
|
$9,773
0.0% of portfolio
|
Q1 2025
Reduced 54.09%
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
Oct 27, 2025 Q3 2025 |
166
shares
|
$9,324
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
154
shares
|
$8,650
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Kerr Financial Planning Corp
Fresno, CA |
Nov 25, 2025 Q3 2025 |
144
shares
|
$8,088
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 14, 2025 Q3 2025 |
137
shares
|
$7,695
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2025 Q3 2025 |
135
shares
|
$7,582
0.0% of portfolio
|
Q3 2025
Added 28.57%
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
135
shares
|
$7,582
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
120
shares
|
$6,740
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Eastern Bank
|
Oct 27, 2025 Q3 2025 |
120
shares
|
$6,740
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
120
shares
|
$6,740
0.0% of portfolio
|
Q2 2025
Reduced 49.58%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
120
shares
|
$6,740
0.0% of portfolio
|
Q1 2023
Reduced 50.21%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 12, 2025 Q3 2025 |
118
shares
|
$6,628
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 02, 2025 Q3 2025 |
117
shares
|
$6,571
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 20, 2025 Q3 2025 |
114
shares
|
$6,403
0.0% of portfolio
|
Q3 2025
Reduced 98.51%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Nov 05, 2025 Q3 2025 |
112
shares
|
$6,291
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
95
shares
|
$5,336
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cnb Bank
Clearfield, PA |
Oct 30, 2025 Q3 2025 |
90
shares
|
$5,055
0.0% of portfolio
|
Q3 2025
Reduced 21.74%
|
|