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 |
|---|---|---|---|---|---|
|
H. L. Ormond & Company, LLC
Greenville, NC |
Nov 14, 2022 Q3 2022 |
27,897
shares
|
$1.43 Million
1.54% of portfolio
|
Q3 2022
Reduced 0.11%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
May 09, 2025 Q1 2025 |
27,813
shares
|
$1.43 Million
0.29% of portfolio
|
Q1 2025
Reduced 1.16%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Apr 30, 2025 Q1 2025 |
27,802
shares
|
$1.42 Million
0.14% of portfolio
|
Q1 2025
Added 5.88%
|
|
|
Independent Advisor Alliance
|
May 12, 2025 Q1 2025 |
27,766
shares
|
$1.42 Million
0.05% of portfolio
|
Q1 2025
Reduced 98.21%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
May 12, 2025 Q1 2025 |
27,671
shares
|
$1.42 Million
1.86% of portfolio
|
Q1 2025
Added 4.91%
|
|
|
Redwood Financial Network Corp
|
May 15, 2025 Q1 2025 |
27,460
shares
|
$1.41 Million
1.09% of portfolio
|
Q1 2025
Added 5.12%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
27,368
shares
|
$1.4 Million
0.01% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Index Fund Advisors, Inc.
|
Apr 30, 2025 Q1 2025 |
27,358
shares
|
$1.4 Million
0.09% of portfolio
|
Q1 2025
Reduced 13.57%
|
|
|
Flagship Private Wealth, LLC
|
Apr 14, 2025 Q1 2025 |
27,308
shares
|
$1.4 Million
0.66% of portfolio
|
Q1 2025
Reduced 2.64%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
27,259
shares
|
$1.4 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
|
$1.4 Million
0.23% of portfolio
|
Q1 2025
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
27,103
shares
|
$1.39 Million
0.04% of portfolio
|
Q1 2025
Added 142547.38%
|
|
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
Apr 29, 2025 Q1 2025 |
27,000
shares
|
$1.38 Million
0.53% of portfolio
|
Q4 2024
New holding
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
May 14, 2025 Q1 2025 |
26,951
shares
|
$1.38 Million
0.15% of portfolio
|
Q1 2025
Reduced 94.73%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
26,841
shares
|
$1.38 Million
0.02% of portfolio
|
Q3 2024
Added 168.41%
|
|
|
Matauro, LLC
New York, NY |
Apr 16, 2025 Q1 2025 |
26,824
shares
|
$1.37 Million
0.28% of portfolio
|
Q1 2025
Added 12.33%
|
|
|
Ggm Financials LLC
Columbus, OH |
Apr 11, 2025 Q1 2025 |
25,977
shares
|
$1.33 Million
0.91% of portfolio
|
Q1 2025
Added 0.67%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
25,530
shares
|
$1.31 Million
0.2% of portfolio
|
Q3 2024
Reduced 1.97%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
25,457
shares
|
$1.3 Million
0.2% of portfolio
|
Q3 2024
Reduced 1.64%
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Apr 22, 2025 Q1 2025 |
25,246
shares
|
$1.29 Million
0.7% of portfolio
|
Q1 2025
Added 3.42%
|
|
|
Redw Wealth LLC
|
Apr 29, 2025 Q1 2025 |
24,705
shares
|
$1.27 Million
0.47% of portfolio
|
Q1 2025
Added 0.0%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Apr 28, 2025 Q1 2025 |
24,373
shares
|
$1.25 Million
0.23% of portfolio
|
Q1 2025
Reduced 2.05%
|
|
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
Apr 28, 2025 Q1 2025 |
24,067
shares
|
$1.23 Million
0.72% of portfolio
|
Q1 2025
Reduced 28.16%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Apr 18, 2025 Q1 2025 |
23,807
shares
|
$1.22 Million
0.68% of portfolio
|
Q1 2025
Reduced 14.05%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
23,745
shares
|
$1.22 Million
0.02% of portfolio
|
Q1 2025
Reduced 40.31%
|