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 1,112 institutions that hold shares in the stock, with a total of 452 Million shares, which have been reported (via 13F filing form) to have a value of $22.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Apr 23, 2025 Q1 2025 |
214,779
shares
|
$11 Million
0.53% of portfolio
|
Q1 2025
Added 0.79%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
May 05, 2025 Q1 2025 |
212,513
shares
|
$10.9 Million
5.52% of portfolio
|
Q1 2025
Reduced 9.76%
|
|
|
Wrapmanager Inc
|
May 08, 2025 Q1 2025 |
209,210
shares
|
$10.7 Million
2.85% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
209,106
shares
|
$10.7 Million
0.16% of portfolio
|
Q1 2025
Added 12.43%
|
|
|
Legacy Financial Group LLC
|
Apr 09, 2025 Q1 2025 |
208,765
shares
|
$10.7 Million
1.86% of portfolio
|
Q1 2025
Added 5.44%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Apr 16, 2025 Q1 2025 |
205,908
shares
|
$10.6 Million
1.59% of portfolio
|
Q1 2025
Added 3.49%
|
|
|
Hofer & Associates. Inc
Thousand Oaks, CA |
Apr 22, 2025 Q1 2025 |
204,951
shares
|
$10.5 Million
7.12% of portfolio
|
Q1 2025
Added 1.9%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
204,531
shares
|
$10.5 Million
0.2% of portfolio
|
Q3 2022
Reduced 66.19%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
198,113
shares
|
$10.2 Million
0.25% of portfolio
|
Q1 2025
Reduced 12.0%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
197,888
shares
|
$10.1 Million
0.08% of portfolio
|
Q1 2025
Reduced 2.39%
|
|
|
M&T Bank Corp
|
Apr 30, 2025 Q1 2025 |
195,676
shares
|
$10 Million
0.04% of portfolio
|
Q1 2025
Reduced 3.04%
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
194,914
shares
|
$9.99 Million
1.42% of portfolio
|
Q3 2024
Added 15.04%
|
|
|
Oak Harvest Investment Services
|
May 14, 2025 Q1 2025 |
192,256
shares
|
$9.85 Million
1.41% of portfolio
|
Q1 2025
Reduced 4.44%
|
|
|
Stone Point Wealth LLC
|
Apr 24, 2025 Q1 2025 |
192,197
shares
|
$9.85 Million
3.37% of portfolio
|
Q1 2025
Reduced 1.7%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
May 13, 2025 Q1 2025 |
189,970
shares
|
$9.73 Million
0.44% of portfolio
|
Q1 2025
New holding
|
|
|
Gen Wealth Group, Inc.
|
Apr 10, 2025 Q1 2025 |
189,650
shares
|
$9.72 Million
2.14% of portfolio
|
Q1 2025
Added 2.54%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
May 08, 2025 Q1 2025 |
189,130
shares
|
$9.69 Million
4.66% of portfolio
|
Q1 2025
Added 1.29%
|
|
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
Apr 25, 2025 Q1 2025 |
187,837
shares
|
$9.62 Million
5.15% of portfolio
|
Q1 2025
Added 1.32%
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
187,779
shares
|
$9.62 Million
0.55% of portfolio
|
Q1 2025
Reduced 17.62%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
185,673
shares
|
$9.51 Million
0.26% of portfolio
|
Q1 2025
Reduced 3.31%
|
|
|
Gunma Bank,Ltd.
|
May 07, 2025 Q1 2025 |
176,200
shares
|
$9.03 Million
2.9% of portfolio
|
Q1 2025
Added 40.96%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
175,812
shares
|
$9.01 Million
0.11% of portfolio
|
Q1 2025
Reduced 1.03%
|
|
|
Juncture Wealth Strategies, LLC
|
Apr 09, 2025 Q1 2025 |
175,545
shares
|
$8.99 Million
3.5% of portfolio
|
Q1 2025
Reduced 1.93%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
175,512
shares
|
$8.99 Million
0.02% of portfolio
|
Q1 2025
Added 3.69%
|
|
|
Pecaut & Co.
|
May 02, 2025 Q1 2025 |
172,831
shares
|
$8.86 Million
3.13% of portfolio
|
Q1 2025
Added 0.83%
|