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 1,088 institutions that hold shares in the stock, with a total of 438 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 |
|---|---|---|---|---|---|
|
Smithbridge Asset Management Inc
|
Oct 24, 2024 Q3 2024 |
98,017
shares
|
$4.96 Million
0.9% of portfolio
|
Q3 2024
Reduced 1.11%
|
|
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
Jan 27, 2025 Q4 2024 |
97,229
shares
|
$4.92 Million
3.19% of portfolio
|
Q4 2024
Added 157.61%
|
|
|
Wexford Capital LP
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
96,283
shares
|
$4.87 Million
0.87% of portfolio
|
Q4 2024
New holding
|
|
|
Phoenix Wealth Advisors
|
Jan 17, 2025 Q4 2024 |
95,490
shares
|
$4.83 Million
2.13% of portfolio
|
Q4 2024
Added 14.32%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
93,898
shares
|
$4.75 Million
0.51% of portfolio
|
Q4 2024
Added 1.32%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
93,341
shares
|
$4.73 Million
0.15% of portfolio
|
Q4 2024
Added 7.88%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
Feb 14, 2025 Q4 2024 |
93,068
shares
|
$4.71 Million
0.69% of portfolio
|
Q4 2024
Added 4.3%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
92,338
shares
|
$4.68 Million
0.0% of portfolio
|
Q4 2024
Added 15.9%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
91,778
shares
|
$4.65 Million
0.02% of portfolio
|
Q4 2024
Added 71.17%
|
|
|
Horizon Family Wealth, Inc.
|
Feb 11, 2025 Q4 2024 |
91,721
shares
|
$4.64 Million
3.29% of portfolio
|
Q4 2024
Reduced 1.89%
|
|
|
Topel & Distasi Wealth Management, LLC
|
Jan 30, 2025 Q4 2024 |
91,696
shares
|
$4.64 Million
2.01% of portfolio
|
Q4 2021
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
90,407
shares
|
$4.58 Million
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Pacific Financial Group Inc
|
Feb 14, 2025 Q4 2024 |
89,872
shares
|
$4.55 Million
3.42% of portfolio
|
Q4 2024
Reduced 4.47%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Jan 22, 2025 Q4 2024 |
89,375
shares
|
$4.53 Million
1.18% of portfolio
|
Q4 2024
Reduced 12.48%
|
|
|
Altman Advisors, Inc.
Chicago, IL |
Feb 13, 2025 Q4 2024 |
87,889
shares
|
$4.45 Million
1.8% of portfolio
|
Q4 2024
Added 307.95%
|
|
|
City Center Advisors, LLC
Troy, MI |
Jan 13, 2025 Q4 2024 |
83,552
shares
|
$4.23 Million
4.8% of portfolio
|
Q4 2024
Reduced 1.33%
|
|
|
Transform Wealth, LLC
|
Jan 16, 2025 Q4 2024 |
83,053
shares
|
$4.2 Million
0.24% of portfolio
|
Q4 2024
Added 5.41%
|
|
|
Citizens Financial Group Inc
|
Feb 07, 2025 Q4 2024 |
83,020
shares
|
$4.2 Million
0.08% of portfolio
|
Q4 2024
Added 85.17%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
82,823
shares
|
$4.19 Million
1.35% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Marcum Wealth, LLC
|
Jan 13, 2025 Q4 2024 |
82,375
shares
|
$4.17 Million
0.37% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
Iag Wealth Partners, LLC
|
Feb 10, 2025 Q4 2024 |
81,681
shares
|
$4.14 Million
0.77% of portfolio
|
Q4 2024
Reduced 4.4%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
81,622
shares
|
$4.13 Million
0.63% of portfolio
|
Q4 2024
New holding
|
|
|
Clarus Wealth Advisors
|
Jan 14, 2025 Q4 2024 |
81,334
shares
|
$4.12 Million
2.08% of portfolio
|
Q4 2024
Reduced 5.78%
|
|
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
Jan 16, 2025 Q4 2024 |
80,606
shares
|
$4.08 Million
2.79% of portfolio
|
Q4 2024
Added 2.26%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Jan 29, 2025 Q4 2024 |
80,100
shares
|
$4.06 Million
3.0% of portfolio
|
Q4 2023
Reduced 1.85%
|