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 |
|---|---|---|---|---|---|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
126,003
shares
|
$6.46 Million
0.16% of portfolio
|
Q1 2025
Added 463.12%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
125,830
shares
|
$6.45 Million
0.16% of portfolio
|
Q1 2024
Added 0.63%
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
124,713
shares
|
$6.39 Million
0.09% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
124,453
shares
|
$6.38 Million
0.1% of portfolio
|
Q1 2025
Added 1.72%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
123,058
shares
|
$6.31 Million
0.48% of portfolio
|
Q1 2025
Reduced 7.91%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
May 09, 2025 Q1 2025 |
122,713
shares
|
$6.29 Million
0.0% of portfolio
|
Q1 2025
Reduced 7.93%
|
|
|
Fure Financial Corp
Bloomington, MN |
Nov 09, 2022 Q3 2022 |
122,328
shares
|
$6.27 Million
3.46% of portfolio
|
Q3 2022
Reduced 32.99%
|
|
|
Arbor Trust Wealth Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
122,300
shares
|
$6.27 Million
3.0% of portfolio
|
Q1 2025
Added 8.14%
|
|
|
Intergy Private Wealth, LLC
|
Apr 11, 2025 Q1 2025 |
122,271
shares
|
$6.27 Million
2.38% of portfolio
|
Q1 2025
Added 0.0%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Apr 15, 2025 Q1 2025 |
122,126
shares
|
$6.26 Million
2.38% of portfolio
|
Q1 2025
Added 3.72%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
121,945
shares
|
$6.25 Million
0.11% of portfolio
|
Q4 2024
Reduced 23.45%
|
|
|
Snider Financial Group
Bellevue, WA |
Apr 11, 2025 Q1 2025 |
121,015
shares
|
$6.2 Million
2.01% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
May 14, 2025 Q1 2025 |
119,465
shares
|
$6.12 Million
0.53% of portfolio
|
Q1 2025
Added 2.82%
|
|
|
Phoenix Wealth Advisors
|
May 14, 2025 Q1 2025 |
118,104
shares
|
$6.05 Million
2.65% of portfolio
|
Q1 2025
Added 23.68%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
May 01, 2025 Q1 2025 |
117,929
shares
|
$6.04 Million
2.31% of portfolio
|
Q1 2025
Added 69.09%
|
|
|
Penobscot Wealth Management
|
Apr 28, 2025 Q1 2025 |
117,682
shares
|
$6.03 Million
2.99% of portfolio
|
Q1 2025
Added 15.21%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
113,322
shares
|
$5.81 Million
0.81% of portfolio
|
Q1 2025
Reduced 3.37%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
112,749
shares
|
$5.78 Million
0.17% of portfolio
|
Q1 2025
Added 373.28%
|
|
|
My Purposeful Wealth Corp.
Omaha, NE |
May 02, 2025 Q1 2025 |
112,241
shares
|
$5.75 Million
2.69% of portfolio
|
Q1 2025
Reduced 20.79%
|
|
|
Centennial Wealth Advisory LLC
|
Apr 21, 2025 Q1 2025 |
111,170
shares
|
$5.7 Million
2.17% of portfolio
|
Q1 2025
Added 7.26%
|
|
|
Motive Wealth Advisors
|
Apr 16, 2025 Q1 2025 |
109,696
shares
|
$5.62 Million
2.99% of portfolio
|
Q1 2025
Added 0.78%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
May 07, 2025 Q1 2025 |
109,387
shares
|
$5.6 Million
0.58% of portfolio
|
Q1 2025
Added 4.11%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
108,449
shares
|
$5.56 Million
2.31% of portfolio
|
Q1 2025
Added 111.77%
|
|
|
Jnba Financial Advisors
|
Apr 25, 2025 Q1 2025 |
108,263
shares
|
$5.55 Million
0.58% of portfolio
|
Q1 2025
Reduced 28.01%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
108,058
shares
|
$5.54 Million
0.5% of portfolio
|
Q4 2023
Added 9.69%
|