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 |
|---|---|---|---|---|---|
|
Salomon & Ludwin, LLC
|
Apr 25, 2025 Q1 2025 |
70,568
shares
|
$3.62 Million
0.39% of portfolio
|
Q1 2025
Added 22.13%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Apr 25, 2025 Q1 2025 |
69,965
shares
|
$3.59 Million
1.86% of portfolio
|
Q1 2025
Reduced 4.26%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
69,205
shares
|
$3.55 Million
0.0% of portfolio
|
Q1 2025
Added 0.44%
|
|
|
Cavalier Investments, LLC
|
Apr 24, 2025 Q1 2025 |
69,200
shares
|
$3.55 Million
1.24% of portfolio
|
Q1 2025
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
68,890
shares
|
$3.53 Million
0.11% of portfolio
|
Q1 2025
Reduced 35.16%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
67,372
shares
|
$3.45 Million
2.97% of portfolio
|
Q1 2025
Added 29.46%
|
|
|
Keener Financial Planning LLC
Keller, TX |
May 09, 2025 Q1 2025 |
67,348
shares
|
$3.45 Million
2.24% of portfolio
|
Q1 2025
Reduced 8.24%
|
|
|
Milestone Asset Management Group, LLC
Avon, CT |
May 06, 2025 Q1 2025 |
67,070
shares
|
$3.44 Million
3.1% of portfolio
|
Q1 2025
Added 9.86%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
66,881
shares
|
$3.43 Million
0.01% of portfolio
|
Q1 2025
Added 18.83%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
65,816
shares
|
$3.37 Million
0.0% of portfolio
|
Q1 2025
Added 13.86%
|
|
|
Jdm Financial Group LLC
Encino, CA |
May 14, 2025 Q1 2025 |
65,747
shares
|
$3.37 Million
1.7% of portfolio
|
Q1 2025
Reduced 0.7%
|
|
|
Idaho Trust Bank
Boise, ID |
May 14, 2025 Q1 2025 |
65,395
shares
|
$3.35 Million
1.36% of portfolio
|
Q1 2025
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
65,276
shares
|
$3.34 Million
0.55% of portfolio
|
Q1 2025
Reduced 1.17%
|
|
|
Total Clarity Wealth Management, Inc.
|
Apr 17, 2025 Q1 2025 |
65,262
shares
|
$3.34 Million
1.15% of portfolio
|
Q4 2024
Reduced 42.18%
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
64,936
shares
|
$3.33 Million
0.23% of portfolio
|
Q1 2025
Added 5.98%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
63,708
shares
|
$3.26 Million
0.0% of portfolio
|
Q1 2025
Added 10.27%
|
|
|
Yukon Wealth Management, Inc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
63,475
shares
|
$3.25 Million
1.35% of portfolio
|
Q1 2025
New holding
|
|
|
Prism Advisors, Inc.
|
May 01, 2025 Q1 2025 |
62,892
shares
|
$3.22 Million
0.99% of portfolio
|
Q1 2025
Reduced 83.43%
|
|
|
American Investment Services, Inc.
|
May 13, 2025 Q1 2025 |
62,740
shares
|
$3.21 Million
0.59% of portfolio
|
Q4 2024
Reduced 0.24%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
61,856
shares
|
$3.17 Million
0.08% of portfolio
|
Q1 2025
Reduced 4.45%
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Apr 21, 2025 Q1 2025 |
61,209
shares
|
$3.14 Million
0.71% of portfolio
|
Q1 2025
Added 3.84%
|
|
|
Quantinno Capital Management LP
New York, NY |
May 12, 2025 Q1 2025 |
60,426
shares
|
$3.1 Million
0.02% of portfolio
|
Q1 2025
Added 225.31%
|
|
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
Apr 23, 2025 Q1 2025 |
59,805
shares
|
$3.06 Million
2.29% of portfolio
|
Q1 2025
Added 32.31%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
May 14, 2025 Q1 2025 |
58,683
shares
|
$3.01 Million
0.76% of portfolio
|
Q1 2025
Reduced 8.95%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
May 08, 2025 Q1 2025 |
58,489
shares
|
$3 Million
0.34% of portfolio
|
Q1 2025
Reduced 6.8%
|