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 |
|---|---|---|---|---|---|
|
Schrum Private Wealth Management LLC
|
Feb 06, 2025 Q4 2024 |
22,347
shares
|
$1.09 Million
0.97% of portfolio
|
Q4 2024
Reduced 42.79%
|
|
|
Transcend Capital Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
22,120
shares
|
$1.08 Million
0.08% of portfolio
|
Q1 2025
Added 15.98%
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Apr 09, 2025 Q1 2025 |
21,976
shares
|
$1.07 Million
0.56% of portfolio
|
Q1 2025
Reduced 0.65%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Apr 24, 2025 Q1 2025 |
21,970
shares
|
$1.07 Million
0.12% of portfolio
|
Q1 2025
Added 9.23%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
21,964
shares
|
$1.07 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Feb 05, 2025 Q4 2024 |
21,559
shares
|
$1.05 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lansing Street Advisors
|
Apr 25, 2025 Q1 2025 |
21,297
shares
|
$1.04 Million
0.37% of portfolio
|
Q1 2025
Reduced 0.29%
|
|
|
Calton & Associates, Inc.
|
Jan 23, 2025 Q4 2024 |
20,908
shares
|
$1.02 Million
0.51% of portfolio
|
Q4 2024
Reduced 34.0%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
20,815
shares
|
$1.02 Million
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Centerpoint Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
20,531
shares
|
$1 Million
0.37% of portfolio
|
Q2 2024
Reduced 0.13%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Feb 13, 2025 Q4 2024 |
20,413
shares
|
$996,154
0.22% of portfolio
|
Q4 2024
Reduced 2.11%
|
|
|
Lowery Thomas, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
20,386
shares
|
$994,836
0.68% of portfolio
|
Q4 2024
Reduced 12.87%
|
|
|
Cap Partners, LLC
Franklin, TN |
Jan 29, 2025 Q4 2024 |
20,376
shares
|
$994,348
0.73% of portfolio
|
Q4 2024
Added 3.45%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jan 24, 2025 Q4 2024 |
20,005
shares
|
$976,244
0.01% of portfolio
|
Q4 2024
Reduced 0.68%
|
|
|
Rmb Capital Management, LLC
|
Feb 13, 2025 Q4 2024 |
19,939
shares
|
$973,023
0.02% of portfolio
|
Q3 2023
Reduced 13.2%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
19,720
shares
|
$962,336
0.05% of portfolio
|
Q1 2025
Reduced 2.56%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
19,190
shares
|
$936,472
0.02% of portfolio
|
Q4 2024
Added 4.07%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
19,038
shares
|
$929,054
0.03% of portfolio
|
Q4 2024
Reduced 84.8%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Apr 11, 2025 Q1 2025 |
19,028
shares
|
$928,566
0.43% of portfolio
|
Q1 2025
Added 50.36%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
18,752
shares
|
$915,097
0.34% of portfolio
|
Q1 2024
Added 1.54%
|
|
|
Quantinno Capital Management LP
New York, NY |
Feb 14, 2025 Q4 2024 |
18,575
shares
|
$906,460
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Feb 13, 2025 Q4 2024 |
18,553
shares
|
$905,386
0.02% of portfolio
|
Q4 2024
Added 2.83%
|
|
|
Maia Wealth LLC
Denver, CO |
Feb 05, 2025 Q4 2024 |
18,530
shares
|
$904,264
0.21% of portfolio
|
Q4 2024
Added 14.77%
|
|
|
Spring Capital Management, LLC
|
Apr 09, 2025 Q1 2025 |
18,490
shares
|
$902,312
0.51% of portfolio
|
Q1 2025
New holding
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
18,297
shares
|
$892,893
0.04% of portfolio
|
Q1 2025
Reduced 9.5%
|