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 |
|---|---|---|---|---|---|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
142,130
shares
|
$7.28 Million
1.6% of portfolio
|
Q1 2025
Reduced 0.67%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Apr 17, 2025 Q1 2025 |
142,029
shares
|
$7.28 Million
1.77% of portfolio
|
Q1 2025
Reduced 57.38%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
141,049
shares
|
$7.23 Million
1.01% of portfolio
|
Q1 2023
Reduced 6.07%
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Apr 29, 2025 Q1 2025 |
140,563
shares
|
$7.2 Million
2.53% of portfolio
|
Q1 2025
Added 9.57%
|
|
|
Tme Financial, Inc.
Huntington Beach, CA |
May 14, 2025 Q1 2025 |
139,894
shares
|
$7.17 Million
6.21% of portfolio
|
Q1 2025
Added 117.12%
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Apr 22, 2025 Q1 2025 |
138,540
shares
|
$7.1 Million
3.45% of portfolio
|
Q1 2025
Added 6.32%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
138,246
shares
|
$7.08 Million
0.04% of portfolio
|
Q1 2025
Added 5.07%
|
|
|
Partnership Wealth Management, LLC
Towson, MD |
Apr 07, 2025 Q1 2025 |
137,684
shares
|
$7.05 Million
5.97% of portfolio
|
Q1 2025
Reduced 0.11%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
May 08, 2025 Q1 2025 |
136,263
shares
|
$6.98 Million
0.01% of portfolio
|
Q1 2025
Added 1257.61%
|
|
|
Independent Wealth Network Inc.
|
May 02, 2025 Q1 2025 |
136,189
shares
|
$6.98 Million
2.94% of portfolio
|
Q1 2025
Added 0.51%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
135,386
shares
|
$6.94 Million
0.23% of portfolio
|
Q1 2025
Reduced 32.08%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
135,384
shares
|
$6.94 Million
0.52% of portfolio
|
Q4 2022
Added 14.32%
|
|
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
May 08, 2025 Q1 2025 |
135,087
shares
|
$6.92 Million
5.97% of portfolio
|
Q1 2025
Added 3.51%
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
134,815
shares
|
$6.91 Million
0.39% of portfolio
|
Q1 2025
Reduced 2.82%
|
|
|
Red Crane Wealth Management, LLC
San Francisco, CA |
May 09, 2025 Q1 2025 |
134,695
shares
|
$6.9 Million
6.58% of portfolio
|
Q1 2025
Reduced 0.57%
|
|
|
Promus Capital, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
133,805
shares
|
$6.86 Million
6.51% of portfolio
|
Q1 2025
Reduced 5.18%
|
|
|
Waller Financial Planning Group, Inc
|
Apr 02, 2025 Q1 2025 |
133,121
shares
|
$6.82 Million
1.9% of portfolio
|
Q1 2025
Reduced 11.92%
|
|
|
First Ascent Asset Management, LLC
|
Feb 05, 2024 Q4 2023 |
131,931
shares
|
$6.76 Million
0.69% of portfolio
|
Q4 2023
Added 9.26%
|
|
|
Venture Visionary Partners LLC
|
May 14, 2025 Q1 2025 |
130,292
shares
|
$6.68 Million
0.29% of portfolio
|
Q1 2025
Added 3100.49%
|
|
|
Altman Advisors, Inc.
Chicago, IL |
May 02, 2025 Q1 2025 |
129,936
shares
|
$6.66 Million
2.95% of portfolio
|
Q1 2025
Added 47.84%
|
|
|
Uptown Financial Advisors LLC
Dallas, TX |
May 06, 2025 Q1 2025 |
129,458
shares
|
$6.63 Million
6.75% of portfolio
|
Q1 2025
Added 2.23%
|
|
|
Ignite Planners, LLC
|
May 05, 2025 Q1 2025 |
128,922
shares
|
$6.61 Million
1.38% of portfolio
|
Q1 2025
Added 1.92%
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Apr 15, 2025 Q1 2025 |
128,414
shares
|
$6.58 Million
0.89% of portfolio
|
Q1 2025
Added 24.58%
|
|
|
Cooper Financial Group
|
May 12, 2025 Q1 2025 |
126,721
shares
|
$6.49 Million
0.89% of portfolio
|
Q1 2025
Reduced 6.57%
|
|
|
Bensler, LLC
Bellevue, WA |
Apr 16, 2025 Q1 2025 |
126,365
shares
|
$6.47 Million
0.81% of portfolio
|
Q1 2025
Added 14.23%
|