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 |
|---|---|---|---|---|---|
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
May 12, 2025 Q1 2025 |
107,952
shares
|
$5.53 Million
3.53% of portfolio
|
Q1 2025
Reduced 1.15%
|
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
107,521
shares
|
$5.51 Million
0.47% of portfolio
|
Q1 2025
Added 49.2%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
104,377
shares
|
$5.35 Million
0.05% of portfolio
|
Q1 2025
Reduced 3.17%
|
|
|
Occidental Asset Management, LLC
|
May 15, 2025 Q1 2025 |
103,730
shares
|
$5.32 Million
0.81% of portfolio
|
Q1 2025
Added 1.53%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
103,539
shares
|
$5.31 Million
0.56% of portfolio
|
Q1 2025
Added 10.27%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
102,598
shares
|
$5.26 Million
0.15% of portfolio
|
Q1 2025
Added 42.13%
|
|
|
Tag Stone Capital, Inc.
|
May 05, 2025 Q1 2025 |
100,613
shares
|
$5.16 Million
2.61% of portfolio
|
Q1 2025
Added 1.6%
|
|
|
Buttonwood Financial Group, LLC
|
Apr 14, 2025 Q1 2025 |
100,489
shares
|
$5.15 Million
2.96% of portfolio
|
Q1 2025
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
99,108
shares
|
$5.08 Million
0.21% of portfolio
|
Q1 2025
Reduced 6.42%
|
|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
98,787
shares
|
$5.06 Million
0.06% of portfolio
|
Q1 2025
Added 169.5%
|
|
|
Sharpepoint LLC
Phoenix, AZ |
Apr 30, 2025 Q1 2025 |
97,462
shares
|
$4.99 Million
4.2% of portfolio
|
Q1 2025
Reduced 3.94%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
96,714
shares
|
$4.96 Million
0.15% of portfolio
|
Q1 2025
Added 3.61%
|
|
|
Decision Map Wealth Management, LLC
Great Falls, VA |
Apr 21, 2025 Q1 2025 |
96,468
shares
|
$4.94 Million
3.75% of portfolio
|
Q1 2025
Added 40.36%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Apr 30, 2025 Q1 2025 |
94,896
shares
|
$4.86 Million
1.09% of portfolio
|
Q1 2025
Added 6.18%
|
|
|
Churchill Management Corp
|
Apr 25, 2025 Q1 2025 |
94,430
shares
|
$4.84 Million
0.06% of portfolio
|
Q1 2025
Reduced 39.33%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
May 14, 2025 Q1 2025 |
94,239
shares
|
$4.83 Million
0.9% of portfolio
|
Q1 2025
Added 1.26%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
93,125
shares
|
$4.77 Million
0.02% of portfolio
|
Q1 2025
Added 1.47%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Apr 16, 2025 Q1 2025 |
92,964
shares
|
$4.76 Million
0.45% of portfolio
|
Q1 2025
Added 25.57%
|
|
|
Horizon Family Wealth, Inc.
|
May 09, 2025 Q1 2025 |
91,143
shares
|
$4.67 Million
3.3% of portfolio
|
Q1 2025
Reduced 0.63%
|
|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
90,155
shares
|
$4.62 Million
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Ritholtz Wealth Management
|
Apr 16, 2025 Q1 2025 |
89,698
shares
|
$4.6 Million
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Pacific Financial Group Inc
|
Apr 23, 2025 Q1 2025 |
87,483
shares
|
$4.48 Million
3.61% of portfolio
|
Q1 2025
Reduced 2.66%
|
|
|
Clarus Wealth Advisors
|
Apr 10, 2025 Q1 2025 |
86,507
shares
|
$4.43 Million
2.29% of portfolio
|
Q1 2025
Added 6.36%
|
|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
85,753
shares
|
$4.39 Million
0.18% of portfolio
|
Q1 2025
Reduced 25.76%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
85,606
shares
|
$4.39 Million
0.27% of portfolio
|
Q1 2025
Added 3.07%
|