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 |
|---|---|---|---|---|---|
|
Balentine LLC
Atlanta, GA |
May 05, 2025 Q1 2025 |
52,025
shares
|
$2.67 Million
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
51,985
shares
|
$2.66 Million
0.87% of portfolio
|
Q1 2025
Reduced 4.13%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
May 14, 2025 Q1 2025 |
51,913
shares
|
$2.66 Million
0.03% of portfolio
|
Q1 2025
Reduced 11.83%
|
|
|
Friday Financial
Dubuque, IA |
Apr 22, 2025 Q1 2025 |
51,808
shares
|
$2.65 Million
1.59% of portfolio
|
Q1 2025
Reduced 0.1%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
May 08, 2025 Q1 2025 |
51,727
shares
|
$2.65 Million
0.07% of portfolio
|
Q1 2025
Reduced 0.59%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
51,665
shares
|
$2.65 Million
0.58% of portfolio
|
Q1 2025
Added 21.38%
|
|
|
Colton Groome Financial Advisors, LLC
|
May 15, 2025 Q1 2025 |
51,385
shares
|
$2.63 Million
1.03% of portfolio
|
Q1 2025
Reduced 21.29%
|
|
|
Wambolt & Associates, LLC
|
May 09, 2025 Q1 2025 |
50,843
shares
|
$2.61 Million
0.89% of portfolio
|
Q1 2025
Reduced 5.1%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
May 06, 2025 Q1 2025 |
49,491
shares
|
$2.54 Million
0.54% of portfolio
|
Q1 2025
Reduced 25.09%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
49,026
shares
|
$2.51 Million
0.36% of portfolio
|
Q1 2025
Added 1.49%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
48,598
shares
|
$2.49 Million
0.01% of portfolio
|
Q1 2025
Added 2.78%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Apr 16, 2025 Q1 2025 |
47,941
shares
|
$2.46 Million
0.77% of portfolio
|
Q1 2025
Added 8.17%
|
|
|
Old Mission Capital LLC
|
May 15, 2025 Q1 2025 |
47,869
shares
|
$2.45 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
May 05, 2025 Q1 2025 |
47,663
shares
|
$2.44 Million
1.7% of portfolio
|
Q1 2025
Reduced 4.28%
|
|
|
Burney CO
Reston, VA |
May 06, 2025 Q1 2025 |
47,424
shares
|
$2.43 Million
0.1% of portfolio
|
Q1 2025
Added 0.66%
|
|
|
Partners In Financial Planning
Salem, VA |
Apr 30, 2025 Q1 2025 |
47,243
shares
|
$2.42 Million
0.48% of portfolio
|
Q3 2021
Reduced 3.46%
|
|
|
Simplicity Wealth,Llc
|
Apr 14, 2025 Q1 2025 |
47,152
shares
|
$2.42 Million
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Jt Stratford LLC
Gainesville, GA |
May 14, 2025 Q1 2025 |
47,118
shares
|
$2.41 Million
0.44% of portfolio
|
Q1 2025
Reduced 0.72%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
May 16, 2025 Q1 2025 |
47,005
shares
|
$2.41 Million
0.45% of portfolio
|
Q1 2025
Added 13.68%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
46,540
shares
|
$2.38 Million
0.19% of portfolio
|
Q1 2025
Added 6.34%
|
|
|
1 St Source Bank
|
May 05, 2025 Q1 2025 |
45,964
shares
|
$2.36 Million
0.14% of portfolio
|
Q1 2025
Reduced 0.67%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
May 15, 2025 Q1 2025 |
45,404
shares
|
$2.33 Million
0.02% of portfolio
|
Q1 2025
Reduced 92.69%
|
|
|
Wells Financial Advisors Inc
|
May 09, 2025 Q1 2025 |
44,985
shares
|
$2.31 Million
3.23% of portfolio
|
Q1 2025
Reduced 0.88%
|
|
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
Apr 11, 2025 Q1 2025 |
44,623
shares
|
$2.29 Million
1.22% of portfolio
|
Q1 2025
Added 0.79%
|
|
|
Intrua Financial, LLC
Houston, TX |
May 28, 2025 Q1 2025 |
44,271
shares
|
$2.27 Million
0.37% of portfolio
|
Q1 2025
Added 70.08%
|