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 1,028 institutions that hold shares in the stock, with a total of 419 Million shares, which have been reported (via 13F filing form) to have a value of $22.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fundamentun, LLC
Beachwood, OH |
Jan 27, 2025 Q4 2024 |
51,065
shares
|
$2.68 Million
0.17% of portfolio
|
Q4 2024
Added 249.78%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
50,356
shares
|
$2.65 Million
0.08% of portfolio
|
Q4 2024
Added 87.77%
|
|
|
Corda Investment Management, Llc.
Houston, TX |
Feb 05, 2025 Q4 2024 |
50,257
shares
|
$2.64 Million
0.21% of portfolio
|
Q4 2024
Reduced 1.08%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
49,725
shares
|
$2.61 Million
0.17% of portfolio
|
Q3 2024
Reduced 7.09%
|
|
|
Wrenne Financial Planning LLC
Lexington, KY |
Nov 12, 2024 Q3 2024 |
49,439
shares
|
$2.6 Million
1.56% of portfolio
|
Q3 2024
Reduced 1.04%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jan 14, 2025 Q4 2024 |
48,308
shares
|
$2.54 Million
0.37% of portfolio
|
Q4 2024
Added 2.36%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
48,120
shares
|
$2.53 Million
0.16% of portfolio
|
Q3 2024
Added 7.82%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
47,282
shares
|
$2.49 Million
0.02% of portfolio
|
Q4 2024
Added 65.26%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
47,201
shares
|
$2.48 Million
0.03% of portfolio
|
Q3 2024
Reduced 6.43%
|
|
|
Burney CO
Reston, VA |
Jan 14, 2025 Q4 2024 |
47,113
shares
|
$2.48 Million
0.1% of portfolio
|
Q4 2024
Added 22.89%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Jan 24, 2025 Q4 2024 |
46,960
shares
|
$2.47 Million
0.57% of portfolio
|
Q4 2024
Added 8.43%
|
|
|
1 St Source Bank
|
Dec 11, 2024 Q3 2024 |
46,395
shares
|
$2.44 Million
0.14% of portfolio
|
Q3 2024
Reduced 7.95%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Nov 13, 2024 Q3 2024 |
45,742
shares
|
$2.41 Million
1.12% of portfolio
|
Q3 2024
New holding
|
|
|
Jt Stratford LLC
Gainesville, GA |
Nov 14, 2024 Q3 2024 |
45,306
shares
|
$2.38 Million
0.42% of portfolio
|
Q3 2024
Added 1.06%
|
|
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
Oct 28, 2024 Q3 2024 |
45,207
shares
|
$2.38 Million
1.39% of portfolio
|
Q3 2024
Added 1.4%
|
|
|
Wj Wealth Management, LLC
|
Jan 24, 2025 Q4 2024 |
45,202
shares
|
$2.38 Million
0.86% of portfolio
|
Q4 2024
Reduced 2.22%
|
|
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
Jan 27, 2025 Q4 2024 |
45,202
shares
|
$2.38 Million
1.8% of portfolio
|
Q4 2024
New holding
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 14, 2024 Q3 2024 |
44,868
shares
|
$2.36 Million
0.26% of portfolio
|
Q3 2024
Added 22.98%
|
|
|
Citizens Financial Group Inc
|
Nov 08, 2024 Q3 2024 |
44,834
shares
|
$2.36 Million
0.05% of portfolio
|
Q3 2024
Added 25.79%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jan 28, 2025 Q4 2024 |
44,322
shares
|
$2.33 Million
0.7% of portfolio
|
Q4 2024
Added 13.69%
|
|
|
Wealth Advisors Northwest LLC
Portland, OR |
Jan 29, 2025 Q4 2024 |
44,237
shares
|
$2.33 Million
1.54% of portfolio
|
Q4 2024
New holding
|
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
Jan 15, 2025 Q4 2024 |
44,215
shares
|
$2.32 Million
1.59% of portfolio
|
Q4 2024
Reduced 30.12%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Oct 17, 2024 Q3 2024 |
43,806
shares
|
$2.3 Million
0.31% of portfolio
|
Q3 2024
Added 26.79%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
43,765
shares
|
$2.3 Million
0.2% of portfolio
|
Q4 2024
Added 6.56%
|
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
Nov 13, 2024 Q3 2024 |
43,710
shares
|
$2.3 Million
0.84% of portfolio
|
Q3 2024
Added 1.02%
|