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 |
|---|---|---|---|---|---|
|
Norden Group LLC
Provo, UT |
Feb 05, 2025 Q4 2024 |
34,407
shares
|
$1.81 Million
0.2% of portfolio
|
Q4 2024
Added 4.83%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Jan 14, 2025 Q4 2024 |
34,359
shares
|
$1.81 Million
0.28% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 06, 2024 Q3 2024 |
34,115
shares
|
$1.79 Million
0.36% of portfolio
|
Q3 2024
Reduced 10.6%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
33,587
shares
|
$1.77 Million
0.02% of portfolio
|
Q3 2024
Added 2.48%
|
|
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
Jan 14, 2025 Q4 2024 |
33,501
shares
|
$1.76 Million
0.92% of portfolio
|
Q4 2024
Added 29.96%
|
|
|
Weitzel Financial Services, Inc.
|
Oct 31, 2024 Q3 2024 |
33,166
shares
|
$1.74 Million
0.82% of portfolio
|
Q3 2024
Reduced 1.23%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Jan 15, 2025 Q4 2024 |
32,946
shares
|
$1.73 Million
0.23% of portfolio
|
Q4 2024
Reduced 7.4%
|
|
|
Riverpoint Wealth Management Holdings, LLC
|
Feb 04, 2025 Q4 2024 |
32,880
shares
|
$1.73 Million
0.44% of portfolio
|
Q4 2024
Added 0.57%
|
|
|
Fcg Investment CO
Germantown, TN |
Jan 17, 2025 Q4 2024 |
32,740
shares
|
$1.72 Million
1.02% of portfolio
|
Q4 2024
Added 8.48%
|
|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Jan 21, 2025 Q4 2024 |
32,416
shares
|
$1.7 Million
0.85% of portfolio
|
Q4 2024
Added 4.17%
|
|
|
E&G Advisors, LP
|
Jan 24, 2025 Q4 2024 |
32,347
shares
|
$1.7 Million
0.46% of portfolio
|
Q4 2024
Added 3.8%
|
|
|
River Street Advisors LLC
Aurora, IL |
Jan 24, 2025 Q4 2024 |
32,314
shares
|
$1.7 Million
0.85% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
32,302
shares
|
$1.7 Million
0.1% of portfolio
|
Q4 2024
Added 3.24%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Nov 14, 2024 Q3 2024 |
31,950
shares
|
$1.68 Million
0.99% of portfolio
|
Q3 2024
New holding
|
|
|
Index Fund Advisors, Inc.
|
Jan 29, 2025 Q4 2024 |
31,654
shares
|
$1.66 Million
0.09% of portfolio
|
Q4 2024
Reduced 0.6%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
31,545
shares
|
$1.66 Million
0.12% of portfolio
|
Q3 2024
Added 12.88%
|
|
|
Marion Wealth Management
|
Jan 13, 2025 Q4 2024 |
31,150
shares
|
$1.64 Million
0.43% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 12, 2024 Q3 2024 |
30,892
shares
|
$1.62 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.79%
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Jan 17, 2025 Q4 2024 |
30,844
shares
|
$1.62 Million
0.67% of portfolio
|
Q4 2024
Reduced 24.52%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Nov 12, 2024 Q3 2024 |
30,699
shares
|
$1.61 Million
0.85% of portfolio
|
Q2 2024
Added 3.31%
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
Jan 24, 2025 Q4 2024 |
30,008
shares
|
$1.58 Million
0.4% of portfolio
|
Q4 2024
Reduced 9.95%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Feb 03, 2025 Q4 2024 |
29,983
shares
|
$1.58 Million
1.43% of portfolio
|
Q4 2024
Added 1.49%
|
|
|
Foresight Wealth Management, LLC
|
Feb 13, 2023 Q4 2022 |
29,880
shares
|
$1.57 Million
16.65% of portfolio
|
Q4 2022
Reduced 91.14%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Jan 24, 2025 Q4 2024 |
29,431
shares
|
$1.55 Million
0.08% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2024 Q3 2024 |
28,759
shares
|
$1.51 Million
0.02% of portfolio
|
Q3 2024
New holding
|