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 1,008 institutions that hold shares in the stock, with a total of 406 Million shares, which have been reported (via 13F filing form) to have a value of $21.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Independent Wealth Network Inc.
|
Oct 15, 2024 Q3 2024 |
129,832
shares
|
$6.97 Million
3.14% of portfolio
|
Q3 2024
Added 2.35%
|
|
|
Cardinal Strategic Wealth Guidance
|
Oct 29, 2024 Q3 2024 |
126,499
shares
|
$6.79 Million
2.19% of portfolio
|
Q3 2024
Added 12.83%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
125,830
shares
|
$6.75 Million
0.16% of portfolio
|
Q1 2024
Added 0.63%
|
|
|
Motive Wealth Advisors
|
Oct 15, 2024 Q3 2024 |
124,314
shares
|
$6.67 Million
3.78% of portfolio
|
Q2 2024
Reduced 8.59%
|
|
|
Merriman Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
124,307
shares
|
$6.67 Million
0.28% of portfolio
|
Q3 2024
Reduced 4.25%
|
|
|
Partnership Wealth Management, LLC
Towson, MD |
Oct 08, 2024 Q3 2024 |
122,331
shares
|
$6.56 Million
4.57% of portfolio
|
Q3 2024
Reduced 44.15%
|
|
|
Fure Financial Corp
Bloomington, MN |
Nov 09, 2022 Q3 2022 |
122,328
shares
|
$6.56 Million
3.46% of portfolio
|
Q3 2022
Reduced 32.99%
|
|
|
Intergy Private Wealth, LLC
|
Oct 17, 2024 Q3 2024 |
122,260
shares
|
$6.56 Million
2.49% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
|
Ignite Planners, LLC
|
Oct 07, 2024 Q3 2024 |
121,803
shares
|
$6.53 Million
1.54% of portfolio
|
Q3 2024
Added 2.05%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
119,516
shares
|
$6.41 Million
0.24% of portfolio
|
Q2 2024
Added 0.09%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 13, 2024 Q3 2024 |
119,393
shares
|
$6.41 Million
0.52% of portfolio
|
Q3 2024
Reduced 5.53%
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Oct 21, 2024 Q3 2024 |
119,210
shares
|
$6.4 Million
3.15% of portfolio
|
Q3 2024
Added 6.9%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Oct 31, 2024 Q3 2024 |
117,925
shares
|
$6.33 Million
1.03% of portfolio
|
Q3 2024
Reduced 0.33%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
114,844
shares
|
$6.16 Million
0.26% of portfolio
|
Q3 2024
Reduced 1.61%
|
|
|
Snider Financial Group
Bellevue, WA |
Nov 06, 2024 Q3 2024 |
114,351
shares
|
$6.13 Million
2.23% of portfolio
|
Q3 2024
Added 45.74%
|
|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
113,815
shares
|
$6.11 Million
0.13% of portfolio
|
Q3 2024
Added 257.04%
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
113,667
shares
|
$6.1 Million
0.83% of portfolio
|
Q3 2024
Reduced 7.58%
|
|
|
Occidental Asset Management, LLC
|
Oct 11, 2024 Q3 2024 |
113,323
shares
|
$6.08 Million
0.97% of portfolio
|
Q3 2024
Added 2.96%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
112,999
shares
|
$6.06 Million
0.03% of portfolio
|
Q3 2024
Reduced 4.41%
|
|
|
Total Clarity Wealth Management, Inc.
|
Oct 21, 2024 Q3 2024 |
112,866
shares
|
$6.06 Million
2.01% of portfolio
|
Q3 2024
Added 5.53%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
108,058
shares
|
$5.8 Million
0.5% of portfolio
|
Q4 2023
Added 9.69%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Nov 14, 2024 Q3 2024 |
105,737
shares
|
$5.67 Million
0.49% of portfolio
|
Q3 2024
Reduced 12.0%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
102,995
shares
|
$5.53 Million
0.47% of portfolio
|
Q3 2024
Added 0.64%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Oct 24, 2024 Q3 2024 |
102,118
shares
|
$5.48 Million
1.49% of portfolio
|
Q3 2024
Reduced 2.06%
|
|
|
Arbor Trust Wealth Advisors, LLC
|
Oct 23, 2024 Q3 2024 |
99,790
shares
|
$5.35 Million
2.61% of portfolio
|
Q2 2024
Added 12.64%
|