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 |
|---|---|---|---|---|---|
|
Keystone Financial Group
|
Feb 13, 2025 Q4 2024 |
65,143
shares
|
$3.3 Million
0.34% of portfolio
|
Q3 2024
Added 438.32%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
64,901
shares
|
$3.29 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
64,737
shares
|
$3.28 Million
0.08% of portfolio
|
Q4 2024
Reduced 87.98%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Jan 29, 2025 Q4 2024 |
64,448
shares
|
$3.26 Million
0.81% of portfolio
|
Q4 2024
Added 2.11%
|
|
|
Tme Financial, Inc.
Huntington Beach, CA |
Feb 13, 2025 Q4 2024 |
64,431
shares
|
$3.26 Million
3.18% of portfolio
|
Q4 2024
New holding
|
|
|
Foresight Capital Management Advisors, Inc.
|
Jan 14, 2025 Q4 2024 |
63,555
shares
|
$3.22 Million
1.93% of portfolio
|
Q4 2024
Reduced 7.32%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 14, 2025 Q4 2024 |
62,759
shares
|
$3.18 Million
0.35% of portfolio
|
Q4 2024
Reduced 2.98%
|
|
|
American Investment Services, Inc.
|
Mar 03, 2025 Q4 2024 |
62,740
shares
|
$3.18 Million
0.59% of portfolio
|
Q4 2024
Reduced 0.24%
|
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
Feb 13, 2025 Q4 2024 |
62,097
shares
|
$3.14 Million
1.23% of portfolio
|
Q4 2024
Reduced 2.3%
|
|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
61,274
shares
|
$3.1 Million
0.22% of portfolio
|
Q4 2024
Added 10.54%
|
|
|
Milestone Asset Management Group, LLC
Avon, CT |
Mar 27, 2025 Q4 2024 |
61,052
shares
|
$3.09 Million
2.79% of portfolio
|
Q4 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
59,904
shares
|
$3.03 Million
0.0% of portfolio
|
Q4 2024
Added 51.82%
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Jan 16, 2025 Q4 2024 |
58,943
shares
|
$2.98 Million
0.72% of portfolio
|
Q4 2024
New holding
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Feb 14, 2025 Q4 2024 |
58,876
shares
|
$2.98 Million
0.03% of portfolio
|
Q4 2024
Added 2.72%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
57,804
shares
|
$2.93 Million
0.0% of portfolio
|
Q4 2024
Added 51.77%
|
|
|
Salomon & Ludwin, LLC
|
Jan 30, 2025 Q4 2024 |
57,780
shares
|
$2.93 Million
0.31% of portfolio
|
Q4 2024
Added 0.47%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
57,773
shares
|
$2.93 Million
0.0% of portfolio
|
Q4 2024
Reduced 14.47%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
57,050
shares
|
$2.89 Million
1.91% of portfolio
|
Q4 2024
Reduced 86.67%
|
|
|
Intrua Financial, LLC
Houston, TX |
Feb 13, 2025 Q2 2023 |
56,651
shares
|
$2.87 Million
0.42% of portfolio
|
Q2 2023
Added 5.35%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
56,284
shares
|
$2.85 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.63%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Feb 18, 2025 Q4 2024 |
55,625
shares
|
$2.82 Million
0.2% of portfolio
|
Q4 2024
Reduced 10.36%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
55,560
shares
|
$2.81 Million
0.03% of portfolio
|
Q3 2024
Added 1.81%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
55,022
shares
|
$2.79 Million
1.06% of portfolio
|
Q4 2024
Reduced 1.85%
|
|
|
Cordatus Wealth Management LLC
Newtown, PA |
Feb 03, 2025 Q4 2024 |
54,664
shares
|
$2.77 Million
0.74% of portfolio
|
Q4 2024
Reduced 89.71%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
54,662
shares
|
$2.77 Million
0.03% of portfolio
|
Q4 2024
Reduced 5.43%
|