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 |
|---|---|---|---|---|---|
|
E Rn Financial, LLC
|
Oct 30, 2025 Q3 2025 |
644,527
shares
|
$36.2 Million
7.31% of portfolio
|
Q3 2025
Added 11.18%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2025 Q3 2025 |
641,725
shares
|
$36 Million
0.04% of portfolio
|
Q3 2025
Reduced 6.1%
|
|
|
Dakota Wealth Management
|
Nov 10, 2025 Q3 2025 |
628,645
shares
|
$35.3 Million
0.72% of portfolio
|
Q3 2025
Reduced 1.09%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
626,446
shares
|
$35.2 Million
0.08% of portfolio
|
Q3 2025
Reduced 21.1%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
621,125
shares
|
$34.9 Million
1.65% of portfolio
|
Q2 2022
Reduced 9.21%
|
|
|
Confluence Investment Management LLC
|
Oct 14, 2025 Q3 2025 |
610,475
shares
|
$34.3 Million
0.5% of portfolio
|
Q3 2025
Reduced 10.99%
|
|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
603,545
shares
|
$33.9 Million
7.15% of portfolio
|
Q3 2024
Added 7.41%
|
|
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
Oct 15, 2025 Q3 2025 |
588,198
shares
|
$33 Million
16.44% of portfolio
|
Q3 2025
Added 4.21%
|
|
|
Hills Bank & Trust CO
|
Nov 13, 2025 Q3 2025 |
584,785
shares
|
$32.8 Million
2.0% of portfolio
|
Q3 2025
Added 23.1%
|
|
|
Tsfg, LLC
|
Nov 04, 2025 Q3 2025 |
579,427
shares
|
$32.5 Million
5.09% of portfolio
|
Q3 2025
Added 10.07%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
576,411
shares
|
$32.4 Million
0.33% of portfolio
|
Q2 2022
New holding
|
|
|
Inspirion Wealth Advisors, LLC
|
Oct 06, 2025 Q3 2025 |
569,290
shares
|
$32 Million
4.06% of portfolio
|
Q3 2025
Added 6.15%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
567,943
shares
|
$31.9 Million
0.32% of portfolio
|
Q3 2025
Added 7.2%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
567,713
shares
|
$31.9 Million
0.83% of portfolio
|
Q3 2025
Added 0.94%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 14, 2025 Q3 2025 |
565,499
shares
|
$31.8 Million
0.0% of portfolio
|
Q3 2025
Added 1.59%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
564,044
shares
|
$31.7 Million
0.15% of portfolio
|
Q3 2025
Reduced 0.13%
|
|
|
Avantax Planning Partners, Inc.
|
Oct 31, 2025 Q3 2025 |
562,989
shares
|
$31.6 Million
0.9% of portfolio
|
Q3 2025
Reduced 2.98%
|
|
|
Fifth Third Securities, Inc.
|
Oct 10, 2025 Q3 2025 |
562,120
shares
|
$31.6 Million
2.19% of portfolio
|
Q3 2025
Added 4.01%
|
|
|
Alta Wealth Advisors LLC
|
Nov 03, 2025 Q3 2025 |
559,646
shares
|
$31.4 Million
11.24% of portfolio
|
Q3 2025
Added 13.21%
|
|
|
Ackerman Capital Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
557,251
shares
|
$31.3 Million
6.55% of portfolio
|
Q3 2025
Added 18.28%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
555,751
shares
|
$31.2 Million
0.69% of portfolio
|
Q3 2025
Added 1.94%
|
|
|
Leicht Financial Planning & Wealth Management, Inc.
|
Nov 04, 2025 Q3 2025 |
552,646
shares
|
$31 Million
13.79% of portfolio
|
Q3 2025
Reduced 0.44%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Nov 06, 2025 Q3 2025 |
537,900
shares
|
$30.2 Million
3.05% of portfolio
|
Q3 2025
Added 3.88%
|
|
|
Choice Wealth Advisors, LLC
Waterville, ME |
Nov 06, 2025 Q3 2025 |
536,400
shares
|
$30.1 Million
13.82% of portfolio
|
Q3 2025
Reduced 0.43%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Nov 12, 2025 Q3 2025 |
534,488
shares
|
$30 Million
3.53% of portfolio
|
Q3 2025
Added 6.78%
|
|