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 |
|---|---|---|---|---|---|
|
Kpp Advisory Services LLC
Louisville, KY |
Apr 23, 2025 Q1 2025 |
30,268
shares
|
$1.48 Million
0.29% of portfolio
|
Q1 2025
Reduced 35.55%
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
Jan 24, 2025 Q4 2024 |
30,008
shares
|
$1.46 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
|
$1.46 Million
1.43% of portfolio
|
Q4 2024
Added 1.49%
|
|
|
Foresight Wealth Management, LLC
|
Feb 13, 2023 Q4 2022 |
29,880
shares
|
$1.46 Million
16.65% of portfolio
|
Q4 2022
Reduced 91.14%
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Apr 16, 2025 Q1 2025 |
29,735
shares
|
$1.45 Million
1.76% of portfolio
|
Q1 2025
Reduced 3.6%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Jan 24, 2025 Q4 2024 |
29,431
shares
|
$1.44 Million
0.08% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Cwa Asset Management Group, LLC
|
Apr 21, 2025 Q1 2025 |
29,329
shares
|
$1.43 Million
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Feb 10, 2025 Q4 2024 |
29,246
shares
|
$1.43 Million
0.35% of portfolio
|
Q4 2024
Reduced 54.17%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Feb 07, 2025 Q4 2024 |
29,119
shares
|
$1.42 Million
0.42% of portfolio
|
Q4 2024
Added 7.85%
|
|
|
Dagco, Inc.
|
Feb 13, 2025 Q4 2024 |
29,052
shares
|
$1.42 Million
0.51% of portfolio
|
Q4 2024
Added 4.27%
|
|
|
Fiduciary Trust CO
Boston, MA |
Feb 14, 2025 Q4 2024 |
28,759
shares
|
$1.4 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Management Resources, Inc.
|
Apr 23, 2025 Q1 2025 |
28,730
shares
|
$1.4 Million
0.53% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
28,224
shares
|
$1.38 Million
0.36% of portfolio
|
Q4 2024
Reduced 0.99%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Jan 24, 2025 Q4 2024 |
28,138
shares
|
$1.37 Million
0.28% of portfolio
|
Q4 2023
Reduced 4.42%
|
|
|
Seven Mile Advisory
Ewing, NJ |
Feb 12, 2025 Q4 2024 |
28,006
shares
|
$1.37 Million
0.91% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
H. L. Ormond & Company, LLC
Greenville, NC |
Nov 14, 2022 Q3 2022 |
27,897
shares
|
$1.36 Million
1.54% of portfolio
|
Q3 2022
Reduced 0.11%
|
|
|
Iron Horse Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
27,678
shares
|
$1.35 Million
0.51% of portfolio
|
Q4 2024
Reduced 5.62%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Feb 12, 2025 Q4 2024 |
27,656
shares
|
$1.35 Million
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
27,368
shares
|
$1.34 Million
0.01% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Flagship Private Wealth, LLC
|
Apr 14, 2025 Q1 2025 |
27,308
shares
|
$1.33 Million
0.66% of portfolio
|
Q1 2025
Reduced 2.64%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
27,259
shares
|
$1.33 Million
0.02% of portfolio
|
Q3 2023
Reduced 70.06%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Apr 29, 2025 Q1 2025 |
27,245
shares
|
$1.33 Million
0.23% of portfolio
|
Q1 2025
New holding
|
|
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
Feb 24, 2025 Q4 2024 |
27,000
shares
|
$1.32 Million
0.52% of portfolio
|
Q4 2024
New holding
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
26,841
shares
|
$1.31 Million
0.02% of portfolio
|
Q3 2024
Added 168.41%
|
|
|
Matauro, LLC
New York, NY |
Apr 16, 2025 Q1 2025 |
26,824
shares
|
$1.31 Million
0.28% of portfolio
|
Q1 2025
Added 12.33%
|