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 |
|---|---|---|---|---|---|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
34,917
shares
|
$1.7 Million
0.06% of portfolio
|
Q4 2024
Reduced 45.6%
|
|
|
Janus Henderson Group PLC
London, X0 |
Feb 14, 2025 Q4 2024 |
34,896
shares
|
$1.7 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
34,873
shares
|
$1.7 Million
0.26% of portfolio
|
Q4 2024
Added 24.56%
|
|
|
Eclectic Associates Inc
|
Apr 10, 2025 Q1 2025 |
34,604
shares
|
$1.69 Million
0.53% of portfolio
|
Q1 2025
Reduced 1.19%
|
|
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
Mar 10, 2025 Q4 2024 |
34,599
shares
|
$1.69 Million
1.12% of portfolio
|
Q4 2024
Reduced 0.33%
|
|
|
Rda Financial Network
|
Apr 14, 2025 Q1 2025 |
34,495
shares
|
$1.68 Million
0.53% of portfolio
|
Q1 2025
Reduced 2.98%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
34,456
shares
|
$1.68 Million
0.28% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Norden Group LLC
Provo, UT |
Feb 05, 2025 Q4 2024 |
34,407
shares
|
$1.68 Million
0.2% of portfolio
|
Q4 2024
Added 4.83%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Feb 14, 2025 Q4 2024 |
33,587
shares
|
$1.64 Million
0.02% of portfolio
|
Q3 2024
Added 2.48%
|
|
|
Private Client Services, LLC
Louisville, KY |
Apr 08, 2025 Q1 2025 |
33,438
shares
|
$1.63 Million
0.84% of portfolio
|
Q1 2025
Added 36.51%
|
|
|
Weitzel Financial Services, Inc.
|
Feb 14, 2025 Q4 2024 |
33,260
shares
|
$1.62 Million
0.81% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
Feb 14, 2025 Q4 2024 |
33,253
shares
|
$1.62 Million
0.5% of portfolio
|
Q4 2024
Reduced 23.92%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Apr 16, 2025 Q1 2025 |
33,018
shares
|
$1.61 Million
0.23% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Riverpoint Wealth Management Holdings, LLC
|
Feb 04, 2025 Q4 2024 |
32,880
shares
|
$1.6 Million
0.44% of portfolio
|
Q4 2024
Added 0.57%
|
|
|
Fcg Investment CO
Germantown, TN |
Jan 17, 2025 Q4 2024 |
32,740
shares
|
$1.6 Million
1.02% of portfolio
|
Q4 2024
Added 8.48%
|
|
|
E&G Advisors, LP
|
Apr 23, 2025 Q1 2025 |
32,648
shares
|
$1.59 Million
0.48% of portfolio
|
Q1 2025
Added 0.93%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Feb 07, 2025 Q4 2024 |
32,639
shares
|
$1.59 Million
0.31% of portfolio
|
Q4 2024
Reduced 4.33%
|
|
|
River Street Advisors LLC
Aurora, IL |
Apr 21, 2025 Q1 2025 |
32,624
shares
|
$1.59 Million
0.82% of portfolio
|
Q1 2025
Added 0.96%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
32,302
shares
|
$1.58 Million
0.1% of portfolio
|
Q4 2024
Added 3.24%
|
|
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
Feb 14, 2025 Q4 2024 |
32,269
shares
|
$1.57 Million
1.51% of portfolio
|
Q4 2024
New holding
|
|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Apr 11, 2025 Q1 2025 |
31,992
shares
|
$1.56 Million
0.8% of portfolio
|
Q1 2025
Reduced 1.31%
|
|
|
Sanchez Wealth Management Group
|
Apr 16, 2025 Q1 2025 |
31,722
shares
|
$1.55 Million
0.47% of portfolio
|
Q1 2025
Reduced 20.75%
|
|
|
Index Fund Advisors, Inc.
|
Jan 29, 2025 Q4 2024 |
31,654
shares
|
$1.54 Million
0.09% of portfolio
|
Q4 2024
Reduced 0.6%
|
|
|
Marion Wealth Management
|
Apr 08, 2025 Q1 2025 |
31,167
shares
|
$1.52 Million
0.42% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
31,001
shares
|
$1.51 Million
0.0% of portfolio
|
Q4 2024
Added 157.33%
|