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 1,028 institutions that hold shares in the stock, with a total of 419 Million shares, which have been reported (via 13F filing form) to have a value of $22.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Prostatis Group LLC
Hanover, MD |
Aug 14, 2023 Q2 2023 |
17,369
shares
|
$913,262
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
White Pine Capital LLC
Golden Valley, MN |
Jan 30, 2025 Q4 2024 |
17,267
shares
|
$907,898
0.3% of portfolio
|
Q4 2024
Added 1.02%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
17,215
shares
|
$905,164
0.02% of portfolio
|
Q4 2024
Reduced 97.2%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
16,862
shares
|
$886,603
0.0% of portfolio
|
Q3 2024
Reduced 21.73%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
16,861
shares
|
$886,551
0.0% of portfolio
|
Q3 2024
Added 63.86%
|
|
|
Lowe Brockenbrough & CO Inc
|
Oct 28, 2024 Q3 2024 |
16,817
shares
|
$884,237
0.06% of portfolio
|
Q3 2024
Reduced 4.51%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
16,614
shares
|
$873,564
0.01% of portfolio
|
Q3 2024
Added 1.48%
|
|
|
Mason Investment Advisory Services, Inc.
Reston, VA |
Feb 06, 2025 Q4 2024 |
16,514
shares
|
$868,306
0.05% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Jan 21, 2025 Q4 2024 |
16,448
shares
|
$864,835
0.6% of portfolio
|
Q4 2024
Reduced 0.33%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
16,385
shares
|
$861,523
0.04% of portfolio
|
Q3 2024
Reduced 4.87%
|
|
|
Aifg Consultants Ltd.
Halfmoon, NY |
Jan 29, 2025 Q4 2024 |
16,158
shares
|
$849,587
1.35% of portfolio
|
Q4 2024
Reduced 1.54%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Jan 29, 2025 Q4 2024 |
16,097
shares
|
$846,380
0.03% of portfolio
|
Q2 2024
Reduced 0.52%
|
|
|
Trh Financial, LLC
|
Jul 26, 2022 Q2 2022 |
16,033
shares
|
$843,015
0.2% of portfolio
|
Q2 2022
Reduced 35.54%
|
|
|
Argent Advisors, Inc.
Monroe, LA |
Nov 13, 2024 Q3 2024 |
15,634
shares
|
$822,035
0.31% of portfolio
|
Q3 2021
Added 0.51%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
15,597
shares
|
$820,090
0.05% of portfolio
|
Q3 2024
Added 7.67%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Feb 03, 2025 Q4 2024 |
15,583
shares
|
$819,354
0.02% of portfolio
|
Q4 2024
Reduced 1.55%
|
|
|
Sequent Planning LLC
Omaha, NE |
Nov 14, 2024 Q3 2024 |
15,579
shares
|
$819,143
0.28% of portfolio
|
Q3 2024
New holding
|
|
|
Apella Capital, LLC
|
Jan 14, 2025 Q4 2024 |
15,576
shares
|
$818,986
0.03% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Wall Capital Group, Inc.
|
Feb 07, 2024 Q4 2023 |
15,387
shares
|
$809,048
0.81% of portfolio
|
Q4 2023
Added 54.02%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Jan 30, 2025 Q4 2024 |
15,340
shares
|
$806,577
0.3% of portfolio
|
Q4 2024
Added 22.59%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
15,322
shares
|
$805,630
0.19% of portfolio
|
Q1 2024
New holding
|
|
|
Ironwood Financial, LLC
|
Jan 16, 2025 Q4 2024 |
15,312
shares
|
$805,104
0.16% of portfolio
|
Q4 2024
Added 62.08%
|
|
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
Jan 23, 2025 Q4 2024 |
15,277
shares
|
$803,264
0.36% of portfolio
|
Q4 2024
Reduced 8.66%
|
|
|
Wallington Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
15,130
shares
|
$795,535
0.11% of portfolio
|
Q4 2024
Reduced 12.24%
|
|
|
Tempus Wealth Planning, LLC
|
Jan 24, 2025 Q4 2024 |
15,116
shares
|
$794,799
0.26% of portfolio
|
Q4 2024
Reduced 5.53%
|