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 1,009 institutions that hold shares in the stock, with a total of 407 Million shares, which have been reported (via 13F filing form) to have a value of $22.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
154,015
shares
|
$8.42 Million
0.24% of portfolio
|
Q3 2024
Added 107.78%
|
|
|
Soa Wealth Advisors, Llc.
|
Nov 20, 2024 Q3 2024 |
153,126
shares
|
$8.37 Million
1.57% of portfolio
|
Q3 2024
Added 40.14%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
152,059
shares
|
$8.31 Million
0.11% of portfolio
|
Q3 2024
Added 314.96%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
150,272
shares
|
$8.22 Million
0.0% of portfolio
|
Q3 2024
Reduced 45.89%
|
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
149,638
shares
|
$8.18 Million
0.03% of portfolio
|
Q3 2024
Added 98.63%
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
149,581
shares
|
$8.18 Million
0.37% of portfolio
|
Q3 2024
Added 17.08%
|
|
|
Bcs Wealth Management
|
Oct 17, 2024 Q3 2024 |
147,789
shares
|
$8.08 Million
3.32% of portfolio
|
Q3 2024
Added 8.86%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Nov 18, 2024 Q3 2024 |
143,365
shares
|
$7.84 Million
2.16% of portfolio
|
Q3 2024
New holding
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
143,207
shares
|
$7.83 Million
1.7% of portfolio
|
Q3 2024
Added 1.18%
|
|
|
Lynch & Associates
|
Oct 15, 2024 Q3 2024 |
141,323
shares
|
$7.73 Million
1.6% of portfolio
|
Q3 2024
Added 1.08%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
141,049
shares
|
$7.71 Million
1.01% of portfolio
|
Q1 2023
Reduced 6.07%
|
|
|
My Purposeful Wealth Corp.
Omaha, NE |
Oct 29, 2024 Q3 2024 |
140,656
shares
|
$7.69 Million
3.55% of portfolio
|
Q3 2024
Added 2.54%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Nov 14, 2024 Q3 2024 |
140,611
shares
|
$7.69 Million
1.99% of portfolio
|
Q3 2024
New holding
|
|
|
Cooper Financial Group
|
Nov 14, 2024 Q3 2024 |
139,348
shares
|
$7.62 Million
0.98% of portfolio
|
Q3 2024
Reduced 1.51%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
139,039
shares
|
$7.6 Million
0.27% of portfolio
|
Q3 2024
Added 17.64%
|
|
|
Auour Investments LLC
Wenham, MA |
Oct 30, 2024 Q3 2024 |
138,991
shares
|
$7.6 Million
2.66% of portfolio
|
Q3 2024
Added 1.42%
|
|
|
Waller Financial Planning Group, Inc
|
Oct 02, 2024 Q3 2024 |
138,801
shares
|
$7.59 Million
1.82% of portfolio
|
Q3 2024
Added 3.44%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
137,282
shares
|
$7.51 Million
0.26% of portfolio
|
Q3 2024
New holding
|
|
|
Laurel Wealth Planning LLC
Edina, MN |
Oct 28, 2024 Q3 2024 |
135,852
shares
|
$7.43 Million
4.69% of portfolio
|
Q3 2024
Reduced 5.78%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
135,384
shares
|
$7.4 Million
0.52% of portfolio
|
Q4 2022
Added 14.32%
|
|
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
Nov 12, 2024 Q3 2024 |
134,905
shares
|
$7.38 Million
6.53% of portfolio
|
Q3 2024
New holding
|
|
|
Trilogy Capital Inc.
|
Oct 18, 2024 Q3 2024 |
132,714
shares
|
$7.26 Million
0.36% of portfolio
|
Q3 2024
Added 7.23%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
132,221
shares
|
$7.23 Million
0.78% of portfolio
|
Q3 2024
Added 44.68%
|
|
|
First Ascent Asset Management, LLC
|
Feb 05, 2024 Q4 2023 |
131,931
shares
|
$7.21 Million
0.69% of portfolio
|
Q4 2023
Added 9.26%
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
Oct 28, 2024 Q3 2024 |
131,134
shares
|
$7.17 Million
3.61% of portfolio
|
Q3 2024
Added 0.51%
|