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 |
|---|---|---|---|---|---|
|
Syon Capital LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
19,872
shares
|
$1.02 Million
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
19,720
shares
|
$1.01 Million
0.05% of portfolio
|
Q1 2025
Reduced 2.56%
|
|
|
Argent Trust CO
Nashville, TN |
May 09, 2025 Q1 2025 |
19,076
shares
|
$977,454
0.04% of portfolio
|
Q1 2025
Added 6.12%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
19,038
shares
|
$975,507
0.03% of portfolio
|
Q4 2024
Reduced 84.8%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Apr 11, 2025 Q1 2025 |
19,028
shares
|
$974,994
0.43% of portfolio
|
Q1 2025
Added 50.36%
|
|
|
White Pine Capital LLC
Golden Valley, MN |
May 13, 2025 Q1 2025 |
18,957
shares
|
$971,356
0.34% of portfolio
|
Q1 2025
Added 9.79%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
18,789
shares
|
$962,748
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
18,752
shares
|
$960,852
0.34% of portfolio
|
Q1 2024
Added 1.54%
|
|
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
May 08, 2025 Q1 2025 |
18,752
shares
|
$960,852
0.03% of portfolio
|
Q1 2025
Reduced 98.04%
|
|
|
Spring Capital Management, LLC
|
Apr 09, 2025 Q1 2025 |
18,490
shares
|
$947,427
0.51% of portfolio
|
Q1 2025
New holding
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
18,297
shares
|
$937,538
0.04% of portfolio
|
Q1 2025
Reduced 9.5%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
May 15, 2025 Q1 2025 |
18,281
shares
|
$936,718
0.01% of portfolio
|
Q1 2025
Added 137.85%
|
|
|
Regions Financial Corp
|
May 08, 2025 Q1 2025 |
18,269
shares
|
$936,103
0.01% of portfolio
|
Q1 2025
Added 0.83%
|
|
|
Savvy Advisors, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
18,265
shares
|
$935,898
0.1% of portfolio
|
Q1 2025
Added 22.65%
|
|
|
Waldron Private Wealth LLC
|
May 08, 2025 Q1 2025 |
17,922
shares
|
$918,323
0.04% of portfolio
|
Q4 2024
Added 1.29%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
17,899
shares
|
$917,144
0.68% of portfolio
|
Q1 2023
Reduced 5.66%
|
|
|
Maia Wealth LLC
Denver, CO |
May 12, 2025 Q1 2025 |
17,794
shares
|
$911,764
0.2% of portfolio
|
Q1 2025
Reduced 3.97%
|
|
|
Cornerstone Wealth Group, LLC
|
Apr 23, 2025 Q1 2025 |
17,654
shares
|
$904,590
0.07% of portfolio
|
Q1 2025
Added 328.5%
|
|
|
Lowery Thomas, LLC
San Francisco, CA |
May 05, 2025 Q1 2025 |
17,647
shares
|
$904,232
0.63% of portfolio
|
Q1 2025
Reduced 13.44%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
May 15, 2025 Q1 2025 |
17,577
shares
|
$900,645
0.29% of portfolio
|
Q1 2025
Reduced 2.64%
|
|
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
May 14, 2025 Q1 2025 |
17,348
shares
|
$888,911
0.57% of portfolio
|
Q1 2025
Reduced 8.58%
|
|
|
Baker Tilly Wealth Management, LLC
|
Apr 09, 2025 Q1 2025 |
17,345
shares
|
$888,757
0.35% of portfolio
|
Q1 2025
Reduced 3.53%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Apr 23, 2025 Q1 2025 |
17,302
shares
|
$886,554
0.43% of portfolio
|
Q1 2025
Added 8.94%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
17,215
shares
|
$882,096
0.02% of portfolio
|
Q4 2024
Reduced 97.2%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Apr 17, 2025 Q1 2025 |
16,892
shares
|
$865,546
0.04% of portfolio
|
Q1 2025
Reduced 16.97%
|