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 1,089 institutions that hold shares in the stock, with a total of 458 Million shares, which have been reported (via 13F filing form) to have a value of $22.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
Apr 23, 2025 Q1 2025 |
59,805
shares
|
$2.92 Million
2.29% of portfolio
|
Q1 2025
Added 32.31%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Feb 14, 2025 Q4 2024 |
58,876
shares
|
$2.87 Million
0.03% of portfolio
|
Q4 2024
Added 2.72%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
57,804
shares
|
$2.82 Million
0.0% of portfolio
|
Q4 2024
Added 51.77%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
57,773
shares
|
$2.82 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
|
$2.78 Million
1.91% of portfolio
|
Q4 2024
Reduced 86.67%
|
|
|
Intrua Financial, LLC
Houston, TX |
Feb 13, 2025 Q2 2023 |
56,651
shares
|
$2.76 Million
0.42% of portfolio
|
Q2 2023
Added 5.35%
|
|
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
Apr 28, 2025 Q1 2025 |
56,370
shares
|
$2.75 Million
0.89% of portfolio
|
Q1 2025
Added 3.7%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
56,284
shares
|
$2.75 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
|
$2.71 Million
0.2% of portfolio
|
Q4 2024
Reduced 10.36%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
55,560
shares
|
$2.71 Million
0.03% of portfolio
|
Q3 2024
Added 1.81%
|
|
|
Money Concepts Capital Corp
|
Apr 24, 2025 Q1 2025 |
55,417
shares
|
$2.7 Million
0.23% of portfolio
|
Q1 2025
Added 6.04%
|
|
|
Cordatus Wealth Management LLC
Newtown, PA |
Feb 03, 2025 Q4 2024 |
54,664
shares
|
$2.67 Million
0.74% of portfolio
|
Q4 2024
Reduced 89.71%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
54,662
shares
|
$2.67 Million
0.03% of portfolio
|
Q4 2024
Reduced 5.43%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Apr 10, 2025 Q1 2025 |
54,301
shares
|
$2.65 Million
0.49% of portfolio
|
Q1 2025
Added 0.55%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Feb 12, 2025 Q4 2024 |
53,875
shares
|
$2.63 Million
0.61% of portfolio
|
Q4 2024
Added 0.64%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Apr 07, 2025 Q1 2025 |
53,626
shares
|
$2.62 Million
1.05% of portfolio
|
Q1 2025
Reduced 2.54%
|
|
|
Wambolt & Associates, LLC
|
Feb 11, 2025 Q4 2024 |
53,573
shares
|
$2.61 Million
0.88% of portfolio
|
Q4 2024
Reduced 5.39%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
53,478
shares
|
$2.61 Million
0.02% of portfolio
|
Q4 2024
Added 118.4%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
53,395
shares
|
$2.61 Million
0.02% of portfolio
|
Q1 2025
Added 1.39%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
53,387
shares
|
$2.61 Million
0.69% of portfolio
|
Q1 2024
Reduced 0.73%
|
|
|
Lee Danner & Bass Inc
|
Apr 29, 2025 Q1 2025 |
52,756
shares
|
$2.57 Million
0.22% of portfolio
|
Q4 2024
Reduced 13.74%
|
|
|
Shum Financial Group, Inc.
Alameda, CA |
Apr 22, 2025 Q1 2025 |
52,660
shares
|
$2.57 Million
2.33% of portfolio
|
Q1 2025
Added 2.22%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
Feb 12, 2025 Q4 2024 |
52,040
shares
|
$2.54 Million
2.25% of portfolio
|
Q4 2024
New holding
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
52,036
shares
|
$2.54 Million
0.07% of portfolio
|
Q4 2024
Reduced 2.59%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Feb 13, 2025 Q4 2024 |
51,993
shares
|
$2.54 Million
0.01% of portfolio
|
Q4 2024
Added 1.48%
|