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 |
|---|---|---|---|---|---|
|
Sanchez Wealth Management Group
|
Apr 16, 2025 Q1 2025 |
31,722
shares
|
$1.63 Million
0.47% of portfolio
|
Q1 2025
Reduced 20.75%
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
May 13, 2025 Q1 2025 |
31,568
shares
|
$1.62 Million
0.42% of portfolio
|
Q1 2025
Added 5.2%
|
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
May 13, 2025 Q1 2025 |
31,539
shares
|
$1.62 Million
2.12% of portfolio
|
Q1 2025
Reduced 5.15%
|
|
|
Marion Wealth Management
|
Apr 08, 2025 Q1 2025 |
31,167
shares
|
$1.6 Million
0.42% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
30,817
shares
|
$1.58 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.59%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
30,809
shares
|
$1.58 Million
0.06% of portfolio
|
Q1 2025
Added 15.83%
|
|
|
Invesco Ltd.
Atlanta, GA |
May 12, 2025 Q1 2025 |
30,672
shares
|
$1.57 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.71%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 12, 2025 Q1 2025 |
30,669
shares
|
$1.57 Million
0.39% of portfolio
|
Q1 2025
Added 5.32%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Apr 23, 2025 Q1 2025 |
30,268
shares
|
$1.55 Million
0.29% of portfolio
|
Q1 2025
Reduced 35.55%
|
|
|
Dagco, Inc.
|
May 12, 2025 Q1 2025 |
30,115
shares
|
$1.54 Million
0.51% of portfolio
|
Q1 2025
Added 3.66%
|
|
|
Foresight Wealth Management, LLC
|
Feb 13, 2023 Q4 2022 |
29,880
shares
|
$1.53 Million
16.65% of portfolio
|
Q4 2022
Reduced 91.14%
|
|
|
Riverpoint Wealth Management Holdings, LLC
|
May 05, 2025 Q1 2025 |
29,739
shares
|
$1.52 Million
0.39% of portfolio
|
Q1 2025
Reduced 9.55%
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Apr 16, 2025 Q1 2025 |
29,735
shares
|
$1.52 Million
1.76% of portfolio
|
Q1 2025
Reduced 3.6%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
29,722
shares
|
$1.52 Million
0.0% of portfolio
|
Q1 2025
Reduced 57.64%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
29,417
shares
|
$1.51 Million
0.35% of portfolio
|
Q1 2025
Added 4.23%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
May 08, 2025 Q1 2025 |
29,338
shares
|
$1.5 Million
0.74% of portfolio
|
Q1 2025
Reduced 29.78%
|
|
|
Cwa Asset Management Group, LLC
|
Apr 21, 2025 Q1 2025 |
29,329
shares
|
$1.5 Million
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
29,263
shares
|
$1.5 Million
0.02% of portfolio
|
Q1 2025
Added 499.9%
|
|
|
Cap Partners, LLC
Franklin, TN |
May 08, 2025 Q1 2025 |
29,094
shares
|
$1.49 Million
1.08% of portfolio
|
Q1 2025
Added 42.79%
|
|
|
Fiduciary Trust CO
Boston, MA |
May 14, 2025 Q1 2025 |
28,759
shares
|
$1.47 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Management Resources, Inc.
|
Apr 23, 2025 Q1 2025 |
28,730
shares
|
$1.47 Million
0.53% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
May 14, 2025 Q1 2025 |
28,551
shares
|
$1.46 Million
0.08% of portfolio
|
Q1 2025
Reduced 2.99%
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
May 13, 2025 Q1 2025 |
28,444
shares
|
$1.46 Million
0.23% of portfolio
|
Q1 2025
Added 23.08%
|
|
|
Iron Horse Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
28,253
shares
|
$1.45 Million
0.49% of portfolio
|
Q1 2025
Added 2.08%
|
|
|
Seven Mile Advisory
Ewing, NJ |
May 13, 2025 Q1 2025 |
28,006
shares
|
$1.44 Million
0.95% of portfolio
|
Q4 2024
Added 0.16%
|