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 1,008 institutions that hold shares in the stock, with a total of 406 Million shares, which have been reported (via 13F filing form) to have a value of $21.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
2,891,977
shares
|
$155 Million
0.35% of portfolio
|
Q3 2024
Added 16.77%
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
2,888,435
shares
|
$155 Million
0.37% of portfolio
|
Q3 2024
Reduced 3.99%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
2,761,731
shares
|
$148 Million
0.94% of portfolio
|
Q3 2024
Added 4.62%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
2,667,344
shares
|
$143 Million
0.42% of portfolio
|
Q2 2023
Added 32.71%
|
|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2024 Q3 2024 |
2,526,058
shares
|
$136 Million
6.49% of portfolio
|
Q3 2024
Added 3.69%
|
|
|
Lutz Financial Services LLC
|
Oct 29, 2024 Q3 2024 |
2,211,228
shares
|
$119 Million
9.49% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
First National Trust CO
|
Nov 05, 2024 Q3 2024 |
2,101,975
shares
|
$113 Million
4.35% of portfolio
|
Q3 2024
Reduced 6.97%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
1,964,784
shares
|
$105 Million
1.06% of portfolio
|
Q3 2024
Added 25.21%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
1,953,650
shares
|
$105 Million
0.15% of portfolio
|
Q3 2024
Added 7.53%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
Nov 12, 2024 Q3 2024 |
1,929,406
shares
|
$104 Million
5.59% of portfolio
|
Q3 2024
Reduced 41.09%
|
|
|
Simon Quick Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
1,926,222
shares
|
$103 Million
6.49% of portfolio
|
Q3 2024
Reduced 1.24%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Nov 08, 2024 Q3 2024 |
1,870,112
shares
|
$100 Million
1.7% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 13, 2024 Q3 2024 |
1,767,302
shares
|
$94.8 Million
4.32% of portfolio
|
Q3 2024
Added 1.65%
|
|
|
Angeles Wealth Management, LLC
|
Oct 29, 2024 Q3 2024 |
1,730,993
shares
|
$92.9 Million
7.91% of portfolio
|
Q3 2024
Added 10.09%
|
|
|
Old National Bancorp
|
Oct 18, 2024 Q3 2024 |
1,704,043
shares
|
$91.4 Million
2.09% of portfolio
|
Q3 2024
Added 2.69%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
1,667,714
shares
|
$89.5 Million
0.16% of portfolio
|
Q3 2024
Reduced 5.75%
|
|
|
North Rock Partners, LLC
|
Oct 30, 2024 Q3 2024 |
1,648,685
shares
|
$88.5 Million
7.65% of portfolio
|
Q3 2024
Reduced 5.5%
|
|
|
Kwb Wealth
Redlands, CA |
Oct 07, 2024 Q3 2024 |
1,641,087
shares
|
$88 Million
10.76% of portfolio
|
Q3 2024
Added 2.83%
|
|
|
Magnus Financial Group LLC
New York, NY |
Oct 15, 2024 Q3 2024 |
1,601,598
shares
|
$85.9 Million
8.72% of portfolio
|
Q3 2024
Added 5.52%
|
|
|
Flagship Harbor Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
1,590,189
shares
|
$85.3 Million
4.84% of portfolio
|
Q3 2024
Added 68.38%
|
|
|
N.E.W. Advisory Services LLC
|
Oct 31, 2024 Q3 2024 |
1,580,092
shares
|
$84.8 Million
8.27% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Octavia Wealth Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
1,540,924
shares
|
$82.7 Million
10.1% of portfolio
|
Q3 2024
Added 6.94%
|
|
|
Alpha Star Capital Management, LLC
|
Nov 12, 2024 Q3 2024 |
1,502,022
shares
|
$80.6 Million
6.35% of portfolio
|
Q3 2024
Reduced 2.22%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
1,499,607
shares
|
$80.5 Million
0.22% of portfolio
|
Q3 2024
Added 2.52%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
1,449,664
shares
|
$77.8 Million
0.81% of portfolio
|
Q3 2024
Added 1525.13%
|