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 |
|---|---|---|---|---|---|
|
Foundation Wealth Management, Llc\Pa
Media, PA |
Apr 22, 2025 Q1 2025 |
43,762
shares
|
$2.24 Million
1.06% of portfolio
|
Q1 2025
Added 3.99%
|
|
|
Wrenne Financial Planning LLC
Lexington, KY |
May 13, 2025 Q1 2025 |
43,677
shares
|
$2.24 Million
1.19% of portfolio
|
Q1 2025
Reduced 3.4%
|
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
May 12, 2025 Q1 2025 |
43,420
shares
|
$2.22 Million
1.23% of portfolio
|
Q1 2025
Reduced 1.8%
|
|
|
Wealth Advisors Northwest LLC
Portland, OR |
Apr 16, 2025 Q1 2025 |
43,303
shares
|
$2.22 Million
1.4% of portfolio
|
Q1 2025
Reduced 2.11%
|
|
|
Sunesis Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
43,133
shares
|
$2.21 Million
1.25% of portfolio
|
Q3 2024
Reduced 26.04%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
43,023
shares
|
$2.2 Million
0.02% of portfolio
|
Q1 2025
Reduced 19.55%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
42,990
shares
|
$2.2 Million
0.26% of portfolio
|
Q1 2025
Added 266.93%
|
|
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
Apr 28, 2025 Q1 2025 |
42,957
shares
|
$2.2 Million
2.18% of portfolio
|
Q1 2025
Reduced 2.83%
|
|
|
Graypoint LLC
|
May 02, 2025 Q1 2025 |
42,203
shares
|
$2.16 Million
0.14% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
May 02, 2025 Q1 2025 |
42,168
shares
|
$2.16 Million
0.77% of portfolio
|
Q1 2025
Reduced 0.88%
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Apr 24, 2025 Q1 2025 |
41,783
shares
|
$2.14 Million
0.44% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
May 02, 2025 Q1 2025 |
40,802
shares
|
$2.09 Million
2.0% of portfolio
|
Q1 2025
Added 36.08%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
40,699
shares
|
$2.09 Million
0.17% of portfolio
|
Q1 2025
Reduced 71.3%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Apr 29, 2025 Q1 2025 |
40,361
shares
|
$2.07 Million
0.07% of portfolio
|
Q1 2025
Reduced 5.92%
|
|
|
Wj Wealth Management, LLC
|
Apr 24, 2025 Q1 2025 |
40,352
shares
|
$2.07 Million
0.84% of portfolio
|
Q1 2025
Reduced 10.73%
|
|
|
Bristlecone Advisors, LLC
|
May 12, 2025 Q1 2025 |
39,183
shares
|
$2.01 Million
0.17% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
39,156
shares
|
$2.01 Million
1.45% of portfolio
|
Q1 2025
Reduced 1.29%
|
|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
38,281
shares
|
$1.96 Million
0.53% of portfolio
|
Q2 2024
Added 0.8%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Apr 28, 2025 Q1 2025 |
38,231
shares
|
$1.96 Million
1.44% of portfolio
|
Q1 2025
Added 5.21%
|
|
|
Tradewinds Capital Management, LLC
|
Apr 25, 2025 Q1 2025 |
38,138
shares
|
$1.95 Million
0.52% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Fcg Investment CO
Germantown, TN |
May 13, 2025 Q1 2025 |
37,396
shares
|
$1.92 Million
1.2% of portfolio
|
Q1 2025
Added 14.22%
|
|
|
Innealta Capital, LLC
Austin, TX |
Apr 22, 2025 Q1 2025 |
36,741
shares
|
$1.88 Million
1.17% of portfolio
|
Q1 2025
Added 56.72%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
36,707
shares
|
$1.88 Million
0.07% of portfolio
|
Q1 2025
Added 3.78%
|
|
|
Onyx Bridge Wealth Group LLC
|
Apr 28, 2025 Q1 2025 |
36,095
shares
|
$1.85 Million
0.28% of portfolio
|
Q1 2025
Reduced 12.96%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
35,878
shares
|
$1.84 Million
0.07% of portfolio
|
Q1 2025
Added 11.07%
|