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 |
|---|---|---|---|---|---|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Apr 25, 2025 Q1 2025 |
23,498
shares
|
$1.2 Million
0.42% of portfolio
|
Q1 2025
Added 53.18%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
23,487
shares
|
$1.2 Million
0.01% of portfolio
|
Q1 2025
Reduced 6.24%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
23,124
shares
|
$1.18 Million
0.11% of portfolio
|
Q1 2025
Added 7.09%
|
|
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
Mar 10, 2025 Q4 2024 |
23,093
shares
|
$1.18 Million
1.53% of portfolio
|
Q4 2024
New holding
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Apr 22, 2025 Q1 2025 |
23,062
shares
|
$1.18 Million
0.15% of portfolio
|
Q1 2025
Reduced 10.83%
|
|
|
Rik Saylor Financial, Inc.
Fairfield, OH |
Apr 30, 2025 Q1 2025 |
22,963
shares
|
$1.18 Million
1.03% of portfolio
|
Q1 2025
Added 1.63%
|
|
|
Ceera Investments, LLC
Bellaire, TX |
Apr 29, 2025 Q1 2025 |
22,720
shares
|
$1.16 Million
0.44% of portfolio
|
Q1 2025
Added 388.6%
|
|
|
Howard Wealth Management, LLC
Madison, CT |
May 13, 2025 Q1 2025 |
22,711
shares
|
$1.16 Million
0.65% of portfolio
|
Q1 2025
Reduced 0.1%
|
|
|
Ellevest, Inc.
|
May 14, 2025 Q1 2025 |
22,258
shares
|
$1.14 Million
0.08% of portfolio
|
Q1 2025
Reduced 47.03%
|
|
|
Transcend Capital Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
22,120
shares
|
$1.13 Million
0.08% of portfolio
|
Q1 2025
Added 15.98%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
May 02, 2025 Q1 2025 |
22,110
shares
|
$1.13 Million
0.09% of portfolio
|
Q1 2025
Reduced 1.85%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
22,056
shares
|
$1.13 Million
0.01% of portfolio
|
Q1 2025
Added 0.42%
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Apr 09, 2025 Q1 2025 |
21,976
shares
|
$1.13 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
|
$1.13 Million
0.12% of portfolio
|
Q1 2025
Added 9.23%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
21,806
shares
|
$1.12 Million
0.04% of portfolio
|
Q1 2025
Reduced 56.7%
|
|
|
Lansing Street Advisors
|
Apr 25, 2025 Q1 2025 |
21,297
shares
|
$1.09 Million
0.37% of portfolio
|
Q1 2025
Reduced 0.29%
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
21,151
shares
|
$1.08 Million
0.02% of portfolio
|
Q1 2025
Reduced 19.21%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
20,938
shares
|
$1.07 Million
0.02% of portfolio
|
Q1 2025
Added 9.11%
|
|
|
Csenge Advisory Group
|
May 05, 2025 Q1 2025 |
20,825
shares
|
$1.07 Million
0.06% of portfolio
|
Q1 2025
Added 161.06%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
20,815
shares
|
$1.07 Million
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Schrum Private Wealth Management LLC
|
May 02, 2025 Q1 2025 |
20,675
shares
|
$1.06 Million
0.93% of portfolio
|
Q1 2025
Reduced 7.48%
|
|
|
Centerpoint Advisors, LLC
|
May 12, 2025 Q1 2025 |
20,531
shares
|
$1.05 Million
0.39% of portfolio
|
Q2 2024
Reduced 0.13%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
May 27, 2025 Q1 2025 |
20,531
shares
|
$1.05 Million
0.02% of portfolio
|
Q1 2025
Added 10.66%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
May 15, 2025 Q1 2025 |
20,243
shares
|
$1.04 Million
0.21% of portfolio
|
Q1 2025
Reduced 0.83%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Apr 30, 2025 Q1 2025 |
20,005
shares
|
$1.03 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.68%
|