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 |
|---|---|---|---|---|---|
|
Foundation Wealth Management, Llc\Pa
Media, PA |
Apr 22, 2025 Q1 2025 |
43,762
shares
|
$2.14 Million
1.06% of portfolio
|
Q1 2025
Added 3.99%
|
|
|
Wealth Advisors Northwest LLC
Portland, OR |
Apr 16, 2025 Q1 2025 |
43,303
shares
|
$2.11 Million
1.4% of portfolio
|
Q1 2025
Reduced 2.11%
|
|
|
Sunesis Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
43,133
shares
|
$2.1 Million
1.25% of portfolio
|
Q3 2024
Reduced 26.04%
|
|
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
Apr 28, 2025 Q1 2025 |
42,957
shares
|
$2.1 Million
2.18% of portfolio
|
Q1 2025
Reduced 2.83%
|
|
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
Jan 14, 2025 Q4 2024 |
42,543
shares
|
$2.08 Million
0.8% of portfolio
|
Q4 2024
Reduced 5.38%
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
42,359
shares
|
$2.07 Million
0.14% of portfolio
|
Q4 2024
Reduced 11.97%
|
|
|
Graypoint LLC
|
Jan 10, 2025 Q4 2024 |
42,191
shares
|
$2.06 Million
0.13% of portfolio
|
Q4 2024
Added 4.42%
|
|
|
Ellevest, Inc.
|
Feb 14, 2025 Q4 2024 |
42,017
shares
|
$2.05 Million
0.13% of portfolio
|
Q4 2024
Reduced 40.66%
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Apr 24, 2025 Q1 2025 |
41,783
shares
|
$2.04 Million
0.44% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Feb 13, 2025 Q4 2024 |
41,779
shares
|
$2.04 Million
1.01% of portfolio
|
Q4 2024
Reduced 8.66%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Feb 13, 2025 Q4 2024 |
41,348
shares
|
$2.02 Million
0.38% of portfolio
|
Q4 2024
Added 16.12%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Feb 06, 2025 Q4 2024 |
41,052
shares
|
$2 Million
0.07% of portfolio
|
Q4 2024
Reduced 9.28%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Apr 29, 2025 Q1 2025 |
40,361
shares
|
$1.97 Million
0.07% of portfolio
|
Q1 2025
Reduced 5.92%
|
|
|
Wj Wealth Management, LLC
|
Apr 24, 2025 Q1 2025 |
40,352
shares
|
$1.97 Million
0.84% of portfolio
|
Q1 2025
Reduced 10.73%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
39,667
shares
|
$1.94 Million
1.48% of portfolio
|
Q4 2024
New holding
|
|
|
Bristlecone Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
39,176
shares
|
$1.91 Million
0.16% of portfolio
|
Q4 2024
Reduced 12.77%
|
|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
38,281
shares
|
$1.87 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
|
$1.87 Million
1.44% of portfolio
|
Q1 2025
Added 5.21%
|
|
|
Tradewinds Capital Management, LLC
|
Apr 25, 2025 Q1 2025 |
38,138
shares
|
$1.86 Million
0.52% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Feb 13, 2025 Q4 2024 |
38,072
shares
|
$1.86 Million
0.21% of portfolio
|
Q4 2024
Reduced 15.15%
|
|
|
Innealta Capital, LLC
Austin, TX |
Apr 22, 2025 Q1 2025 |
36,741
shares
|
$1.79 Million
1.17% of portfolio
|
Q1 2025
Added 56.72%
|
|
|
Onyx Bridge Wealth Group LLC
|
Apr 28, 2025 Q1 2025 |
36,095
shares
|
$1.76 Million
0.28% of portfolio
|
Q1 2025
Reduced 12.96%
|
|
|
Better Money Decisions, LLC
|
Apr 10, 2025 Q1 2025 |
35,585
shares
|
$1.74 Million
1.21% of portfolio
|
Q1 2025
Reduced 6.65%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
35,371
shares
|
$1.73 Million
0.06% of portfolio
|
Q4 2024
Added 1.77%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
34,993
shares
|
$1.71 Million
0.03% of portfolio
|
Q4 2022
Reduced 5.29%
|