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 |
|---|---|---|---|---|---|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
51,985
shares
|
$2.54 Million
0.87% of portfolio
|
Q1 2025
Reduced 4.13%
|
|
|
Friday Financial
Dubuque, IA |
Apr 22, 2025 Q1 2025 |
51,808
shares
|
$2.53 Million
1.59% of portfolio
|
Q1 2025
Reduced 0.1%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
51,665
shares
|
$2.52 Million
0.58% of portfolio
|
Q1 2025
Added 21.38%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Feb 06, 2025 Q4 2024 |
51,210
shares
|
$2.5 Million
1.13% of portfolio
|
Q4 2024
New holding
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jan 27, 2025 Q4 2024 |
51,065
shares
|
$2.49 Million
0.17% of portfolio
|
Q4 2024
Added 249.78%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
50,356
shares
|
$2.46 Million
0.08% of portfolio
|
Q4 2024
Added 87.77%
|
|
|
Corda Investment Management, Llc.
Houston, TX |
Feb 05, 2025 Q4 2024 |
50,257
shares
|
$2.45 Million
0.21% of portfolio
|
Q4 2024
Reduced 1.08%
|
|
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
Feb 12, 2025 Q4 2024 |
49,795
shares
|
$2.43 Million
1.9% of portfolio
|
Q4 2024
New holding
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
49,026
shares
|
$2.39 Million
0.36% of portfolio
|
Q1 2025
Added 1.49%
|
|
|
Fortune 45 LLC
|
Feb 13, 2025 Q4 2024 |
48,613
shares
|
$2.37 Million
1.63% of portfolio
|
Q4 2024
Reduced 18.75%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
48,478
shares
|
$2.37 Million
0.0% of portfolio
|
Q4 2024
Added 440.14%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Apr 16, 2025 Q1 2025 |
47,941
shares
|
$2.34 Million
0.77% of portfolio
|
Q1 2025
Added 8.17%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Feb 18, 2025 Q4 2024 |
47,458
shares
|
$2.32 Million
0.42% of portfolio
|
Q4 2024
Added 4.75%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
47,282
shares
|
$2.31 Million
0.02% of portfolio
|
Q4 2024
Added 65.26%
|
|
|
Simplicity Wealth,Llc
|
Apr 14, 2025 Q1 2025 |
47,152
shares
|
$2.3 Million
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Partners In Financial Planning
Salem, VA |
Feb 12, 2025 Q4 2024 |
47,116
shares
|
$2.3 Million
0.49% of portfolio
|
Q3 2023
Added 29.52%
|
|
|
Burney CO
Reston, VA |
Jan 14, 2025 Q4 2024 |
47,113
shares
|
$2.3 Million
0.1% of portfolio
|
Q4 2024
Added 22.89%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
46,540
shares
|
$2.27 Million
0.19% of portfolio
|
Q1 2025
Added 6.34%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
46,422
shares
|
$2.27 Million
0.02% of portfolio
|
Q4 2024
Added 28.44%
|
|
|
1 St Source Bank
|
Feb 10, 2025 Q4 2024 |
46,274
shares
|
$2.26 Million
0.14% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Feb 07, 2025 Q4 2024 |
46,238
shares
|
$2.26 Million
0.33% of portfolio
|
Q4 2024
Added 5.55%
|
|
|
Wells Financial Advisors Inc
|
Feb 11, 2025 Q4 2024 |
45,385
shares
|
$2.21 Million
3.2% of portfolio
|
Q4 2024
Reduced 21.09%
|
|
|
Wrenne Financial Planning LLC
Lexington, KY |
Feb 10, 2025 Q4 2024 |
45,216
shares
|
$2.21 Million
1.32% of portfolio
|
Q4 2024
Reduced 8.54%
|
|
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
Apr 11, 2025 Q1 2025 |
44,623
shares
|
$2.18 Million
1.22% of portfolio
|
Q1 2025
Added 0.79%
|
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
Jan 15, 2025 Q4 2024 |
44,215
shares
|
$2.16 Million
1.59% of portfolio
|
Q4 2024
Reduced 30.12%
|