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 |
|---|---|---|---|---|---|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
172,125
shares
|
$8.82 Million
0.12% of portfolio
|
Q1 2025
Added 13.66%
|
|
|
Bcs Wealth Management
|
Apr 14, 2025 Q1 2025 |
172,073
shares
|
$8.82 Million
2.26% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
May 15, 2025 Q1 2025 |
167,888
shares
|
$8.6 Million
2.13% of portfolio
|
Q1 2025
Reduced 12.26%
|
|
|
Collier Financial
Denver, CO |
Apr 15, 2025 Q1 2025 |
166,349
shares
|
$8.52 Million
7.22% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
163,483
shares
|
$8.38 Million
1.82% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
|
Quent Capital, LLC
|
Apr 04, 2025 Q1 2025 |
163,473
shares
|
$8.38 Million
0.91% of portfolio
|
Q1 2025
Added 2.29%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Apr 14, 2025 Q1 2025 |
163,019
shares
|
$8.35 Million
1.36% of portfolio
|
Q1 2025
Added 7.1%
|
|
|
Private Wealth Group, LLC
|
Apr 16, 2025 Q1 2025 |
162,607
shares
|
$8.33 Million
4.98% of portfolio
|
Q1 2025
Reduced 39.92%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
162,094
shares
|
$8.31 Million
0.09% of portfolio
|
Q1 2025
Reduced 45.42%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
May 02, 2025 Q1 2025 |
160,166
shares
|
$8.21 Million
1.56% of portfolio
|
Q1 2025
Reduced 14.85%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
158,232
shares
|
$8.11 Million
0.34% of portfolio
|
Q3 2022
Reduced 6.05%
|
|
|
Auour Investments LLC
Wenham, MA |
May 01, 2025 Q1 2025 |
156,481
shares
|
$8.02 Million
2.97% of portfolio
|
Q1 2025
Added 7.78%
|
|
|
Cobblestone Asset Management LLC
Richmond, VA |
Apr 22, 2025 Q1 2025 |
154,581
shares
|
$7.92 Million
4.61% of portfolio
|
Q1 2025
Added 54.17%
|
|
|
1900 Wealth Management LLC
|
Apr 17, 2025 Q1 2025 |
154,195
shares
|
$7.9 Million
0.71% of portfolio
|
Q1 2025
Reduced 2.42%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
153,881
shares
|
$7.88 Million
0.02% of portfolio
|
Q1 2025
Added 30.8%
|
|
|
Trilogy Capital Inc.
|
May 06, 2025 Q1 2025 |
151,525
shares
|
$7.76 Million
0.41% of portfolio
|
Q1 2025
Added 3.42%
|
|
|
Laurel Wealth Planning LLC
Edina, MN |
Apr 24, 2025 Q1 2025 |
151,254
shares
|
$7.75 Million
5.33% of portfolio
|
Q1 2025
Added 8.13%
|
|
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
May 02, 2025 Q1 2025 |
150,135
shares
|
$7.69 Million
4.92% of portfolio
|
Q1 2025
Added 54.41%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
149,973
shares
|
$7.68 Million
0.56% of portfolio
|
Q1 2025
Added 52.91%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
148,747
shares
|
$7.62 Million
1.74% of portfolio
|
Q4 2024
Added 5.79%
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
May 06, 2025 Q1 2025 |
148,275
shares
|
$7.6 Million
4.17% of portfolio
|
Q1 2025
Reduced 6.52%
|
|
|
Smithbridge Asset Management Inc
|
Apr 16, 2025 Q1 2025 |
147,878
shares
|
$7.58 Million
1.4% of portfolio
|
Q1 2025
Added 50.87%
|
|
|
Lynch & Associates
|
Apr 17, 2025 Q1 2025 |
147,646
shares
|
$7.57 Million
1.64% of portfolio
|
Q1 2025
Added 1.42%
|
|
|
Cardinal Strategic Wealth Guidance
|
May 01, 2025 Q1 2025 |
142,429
shares
|
$7.3 Million
2.33% of portfolio
|
Q1 2025
Added 11.09%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
May 20, 2025 Q1 2025 |
142,281
shares
|
$7.29 Million
0.29% of portfolio
|
Q1 2025
New holding
|