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 1,008 institutions that hold shares in the stock, with a total of 406 Million shares, which have been reported (via 13F filing form) to have a value of $21.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
76,685,992
shares
|
$4.11 Billion
8.32% of portfolio
|
Q3 2024
Added 1.94%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
39,150,619
shares
|
$2.1 Billion
0.95% of portfolio
|
Q3 2024
Added 8.83%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
20,300,686
shares
|
$1.09 Billion
6.66% of portfolio
|
Q3 2024
Added 2.32%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
12,573,373
shares
|
$675 Million
0.22% of portfolio
|
Q3 2024
Added 187.13%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
9,587,357
shares
|
$514 Million
0.04% of portfolio
|
Q3 2024
Added 7.83%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
7,655,614
shares
|
$411 Million
0.03% of portfolio
|
Q3 2024
Added 26.29%
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
7,491,869
shares
|
$402 Million
6.25% of portfolio
|
Q3 2024
Added 1.91%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
7,262,722
shares
|
$390 Million
0.1% of portfolio
|
Q3 2024
Added 15.8%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
6,333,346
shares
|
$340 Million
0.07% of portfolio
|
Q3 2024
Added 5.03%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
5,569,723
shares
|
$299 Million
0.02% of portfolio
|
Q3 2024
Added 5.43%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2024 Q3 2024 |
4,674,349
shares
|
$251 Million
8.88% of portfolio
|
Q3 2024
Added 6.52%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
4,351,050
shares
|
$233 Million
0.99% of portfolio
|
Q3 2024
Added 5.11%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
4,232,189
shares
|
$227 Million
0.3% of portfolio
|
Q3 2024
Added 0.65%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
4,037,708
shares
|
$217 Million
0.05% of portfolio
|
Q3 2024
Added 1.24%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
3,992,175
shares
|
$214 Million
0.5% of portfolio
|
Q3 2024
Added 34.98%
|
|
|
Willis Johnson & Associates, Inc.
|
Oct 31, 2024 Q3 2024 |
3,944,840
shares
|
$212 Million
15.87% of portfolio
|
Q3 2024
Added 3.26%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
3,831,275
shares
|
$206 Million
0.61% of portfolio
|
Q3 2024
Added 17.69%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
3,822,230
shares
|
$205 Million
2.04% of portfolio
|
Q3 2024
Added 2.2%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
3,791,777
shares
|
$203 Million
2.46% of portfolio
|
Q3 2024
Added 7.23%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 12, 2024 Q3 2024 |
3,689,286
shares
|
$198 Million
0.06% of portfolio
|
Q3 2024
Reduced 4.48%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
3,434,863
shares
|
$184 Million
0.41% of portfolio
|
Q3 2024
Added 9.73%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Nov 14, 2024 Q3 2024 |
3,211,037
shares
|
$172 Million
1.19% of portfolio
|
Q3 2024
Added 67543.5%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Oct 09, 2024 Q3 2024 |
3,205,243
shares
|
$172 Million
5.57% of portfolio
|
Q3 2024
Added 2.0%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
3,010,747
shares
|
$162 Million
2.12% of portfolio
|
Q2 2023
Reduced 4.97%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Nov 12, 2024 Q3 2024 |
3,000,995
shares
|
$161 Million
15.04% of portfolio
|
Q3 2024
Reduced 2.17%
|