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 |
|---|---|---|---|---|---|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
58,391
shares
|
$2.99 Million
1.72% of portfolio
|
Q1 2025
Added 2.35%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Apr 30, 2025 Q1 2025 |
58,020
shares
|
$2.97 Million
0.77% of portfolio
|
Q1 2025
Added 1176.57%
|
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
May 14, 2025 Q1 2025 |
57,542
shares
|
$2.95 Million
1.13% of portfolio
|
Q1 2025
Reduced 7.34%
|
|
|
Keystone Financial Group
|
May 13, 2025 Q1 2025 |
56,892
shares
|
$2.92 Million
0.31% of portfolio
|
Q1 2025
Reduced 12.67%
|
|
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
Apr 28, 2025 Q1 2025 |
56,370
shares
|
$2.89 Million
0.89% of portfolio
|
Q1 2025
Added 3.7%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
May 15, 2025 Q1 2025 |
56,178
shares
|
$2.88 Million
0.24% of portfolio
|
Q1 2025
Added 0.99%
|
|
|
Hsbc Holdings PLC
London, X0 |
May 14, 2025 Q1 2025 |
55,563
shares
|
$2.85 Million
0.0% of portfolio
|
Q1 2025
Added 266.08%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
55,560
shares
|
$2.85 Million
0.03% of portfolio
|
Q3 2024
Added 1.81%
|
|
|
Money Concepts Capital Corp
|
Apr 24, 2025 Q1 2025 |
55,417
shares
|
$2.84 Million
0.23% of portfolio
|
Q1 2025
Added 6.04%
|
|
|
Belpointe Asset Management LLC
|
May 20, 2025 Q1 2025 |
55,099
shares
|
$2.82 Million
0.17% of portfolio
|
Q1 2025
Added 325.67%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
May 20, 2025 Q1 2025 |
55,099
shares
|
$2.82 Million
0.57% of portfolio
|
Q1 2025
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
54,788
shares
|
$2.81 Million
0.0% of portfolio
|
Q1 2025
Added 13.02%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Apr 10, 2025 Q1 2025 |
54,301
shares
|
$2.78 Million
0.49% of portfolio
|
Q1 2025
Added 0.55%
|
|
|
Cordatus Wealth Management LLC
Newtown, PA |
May 08, 2025 Q1 2025 |
54,107
shares
|
$2.77 Million
0.76% of portfolio
|
Q1 2025
Reduced 1.02%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
53,890
shares
|
$2.76 Million
0.03% of portfolio
|
Q1 2025
Reduced 1.41%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Apr 07, 2025 Q1 2025 |
53,626
shares
|
$2.75 Million
1.05% of portfolio
|
Q1 2025
Reduced 2.54%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
May 14, 2025 Q1 2025 |
53,565
shares
|
$2.74 Million
0.6% of portfolio
|
Q1 2025
Reduced 0.58%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
53,395
shares
|
$2.74 Million
0.02% of portfolio
|
Q1 2025
Added 1.39%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
53,387
shares
|
$2.74 Million
0.69% of portfolio
|
Q1 2024
Reduced 0.73%
|
|
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
May 01, 2025 Q1 2025 |
53,366
shares
|
$2.73 Million
1.76% of portfolio
|
Q1 2025
New holding
|
|
|
Lee Danner & Bass Inc
|
Apr 29, 2025 Q1 2025 |
52,756
shares
|
$2.7 Million
0.22% of portfolio
|
Q4 2024
Reduced 13.74%
|
|
|
Shum Financial Group, Inc.
Alameda, CA |
Apr 22, 2025 Q1 2025 |
52,660
shares
|
$2.7 Million
2.33% of portfolio
|
Q1 2025
Added 2.22%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
52,260
shares
|
$2.68 Million
0.01% of portfolio
|
Q1 2025
Added 0.51%
|
|
|
Corda Investment Management, Llc.
Houston, TX |
Apr 30, 2025 Q1 2025 |
52,130
shares
|
$2.67 Million
0.22% of portfolio
|
Q1 2025
Added 3.73%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Apr 30, 2025 Q1 2025 |
52,051
shares
|
$2.67 Million
0.15% of portfolio
|
Q1 2025
Added 1.93%
|