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 883 institutions that hold shares in the stock, with a total of 371 Million shares, which have been reported (via 13F filing form) to have a value of $18.3 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 13, 2024 Q1 2024 |
73,899,224
shares
|
$3.65 Billion
8.35% of portfolio
|
Q1 2024
Reduced 0.7%
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
33,438,085
shares
|
$1.65 Billion
0.92% of portfolio
|
Q1 2024
Added 6.84%
|
|
Allworth Financial LP
|
Apr 25, 2024 Q1 2024 |
19,403,272
shares
|
$958 Million
6.94% of portfolio
|
Q1 2024
Added 4.56%
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
9,993,262
shares
|
$493 Million
0.04% of portfolio
|
Q1 2024
Added 14.53%
|
|
Valmark Advisers, Inc.
|
May 03, 2024 Q1 2024 |
7,431,074
shares
|
$367 Million
6.53% of portfolio
|
Q1 2024
Added 1.03%
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
6,235,556
shares
|
$308 Million
0.08% of portfolio
|
Q1 2024
Reduced 4.37%
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 15, 2024 Q1 2024 |
6,187,595
shares
|
$306 Million
0.09% of portfolio
|
Q1 2024
Added 15.58%
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
5,973,269
shares
|
$295 Million
0.03% of portfolio
|
Q1 2024
Added 9.41%
|
|
Horizon Investments, LLC
Charlotte, NC |
May 15, 2024 Q1 2024 |
5,864,304
shares
|
$290 Million
6.66% of portfolio
|
Q1 2024
Reduced 30.12%
|
|
Jpmorgan Chase & CO
New York, NY |
May 10, 2024 Q1 2024 |
5,086,398
shares
|
$251 Million
0.02% of portfolio
|
Q1 2024
Added 35.8%
|
|
Cwm, LLC
|
Apr 05, 2024 Q1 2024 |
4,920,831
shares
|
$243 Million
1.2% of portfolio
|
Q1 2024
Added 13.26%
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
4,195,089
shares
|
$207 Million
0.08% of portfolio
|
Q1 2024
Reduced 68.02%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
4,175,982
shares
|
$206 Million
0.32% of portfolio
|
Q1 2024
Reduced 9.93%
|
|
Advisory Alpha, LLC
|
May 06, 2024 Q1 2024 |
3,876,313
shares
|
$191 Million
8.02% of portfolio
|
Q1 2024
Added 15.84%
|
|
Equitable Holdings, Inc.
New York, NY |
May 14, 2024 Q1 2024 |
3,796,460
shares
|
$187 Million
2.21% of portfolio
|
Q1 2024
Added 26.6%
|
|
Willis Johnson & Associates, Inc.
|
Apr 19, 2024 Q1 2024 |
3,722,350
shares
|
$184 Million
16.22% of portfolio
|
Q1 2024
Added 2.1%
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2024 Q1 2024 |
3,654,223
shares
|
$180 Million
0.06% of portfolio
|
Q1 2024
Reduced 0.6%
|
|
Tiaa Trust, National Association
Charlotte, NC |
May 10, 2024 Q1 2024 |
3,174,658
shares
|
$157 Million
0.49% of portfolio
|
Q1 2024
Reduced 1.1%
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
3,172,860
shares
|
$157 Million
0.04% of portfolio
|
Q1 2024
Reduced 29.47%
|
|
Betterment LLC
New York, NY |
May 10, 2024 Q1 2024 |
3,143,543
shares
|
$155 Million
0.42% of portfolio
|
Q1 2024
Reduced 6.56%
|
|
Cerity Partners LLC
New York, NY |
May 14, 2024 Q1 2024 |
3,097,153
shares
|
$153 Million
0.41% of portfolio
|
Q1 2024
Added 0.31%
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
May 15, 2024 Q1 2024 |
3,051,234
shares
|
$151 Million
4.87% of portfolio
|
Q1 2024
New holding
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
May 09, 2024 Q1 2024 |
3,031,049
shares
|
$150 Million
15.39% of portfolio
|
Q1 2024
Reduced 2.19%
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
3,010,747
shares
|
$149 Million
2.12% of portfolio
|
Q2 2023
Reduced 4.97%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
2,955,708
shares
|
$146 Million
0.34% of portfolio
|
Q1 2024
Reduced 59.38%
|