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 |
|---|---|---|---|---|---|
|
Regions Financial Corp
|
Feb 14, 2025 Q4 2024 |
18,118
shares
|
$884,158
0.01% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Feb 13, 2025 Q4 2024 |
18,053
shares
|
$880,986
0.27% of portfolio
|
Q4 2024
Reduced 5.36%
|
|
|
Argent Trust CO
Nashville, TN |
Feb 13, 2025 Q4 2024 |
17,976
shares
|
$877,228
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Waldron Private Wealth LLC
|
Jan 23, 2025 Q4 2024 |
17,922
shares
|
$874,593
0.04% of portfolio
|
Q4 2024
Added 1.29%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
17,899
shares
|
$873,471
0.68% of portfolio
|
Q1 2023
Reduced 5.66%
|
|
|
Cornerstone Wealth Group, LLC
|
Apr 23, 2025 Q1 2025 |
17,654
shares
|
$861,515
0.07% of portfolio
|
Q1 2025
Added 328.5%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
17,483
shares
|
$853,170
0.23% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Baker Tilly Wealth Management, LLC
|
Apr 09, 2025 Q1 2025 |
17,345
shares
|
$846,436
0.35% of portfolio
|
Q1 2025
Reduced 3.53%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Apr 23, 2025 Q1 2025 |
17,302
shares
|
$844,337
0.43% of portfolio
|
Q1 2025
Added 8.94%
|
|
|
White Pine Capital LLC
Golden Valley, MN |
Jan 30, 2025 Q4 2024 |
17,267
shares
|
$842,629
0.3% of portfolio
|
Q4 2024
Added 1.02%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
17,215
shares
|
$840,092
0.02% of portfolio
|
Q4 2024
Reduced 97.2%
|
|
|
Permanens Capital L.P.
New York, NY |
Feb 14, 2025 Q4 2024 |
17,113
shares
|
$835,114
0.17% of portfolio
|
Q4 2024
Reduced 10.05%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Apr 17, 2025 Q1 2025 |
16,892
shares
|
$824,329
0.04% of portfolio
|
Q1 2025
Reduced 16.97%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Apr 22, 2025 Q1 2025 |
16,624
shares
|
$811,251
0.67% of portfolio
|
Q1 2025
Added 1.07%
|
|
|
Mason Investment Advisory Services, Inc.
Reston, VA |
Feb 06, 2025 Q4 2024 |
16,514
shares
|
$805,883
0.05% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
16,229
shares
|
$791,975
0.04% of portfolio
|
Q4 2024
Reduced 0.95%
|
|
|
Lowe Brockenbrough & CO Inc
|
Feb 11, 2025 Q4 2024 |
16,212
shares
|
$791,145
0.05% of portfolio
|
Q4 2024
Reduced 3.6%
|
|
|
Hurley Capital, LLC
New York, NY |
Feb 12, 2025 Q4 2024 |
16,190
shares
|
$790,072
0.67% of portfolio
|
Q4 2024
New holding
|
|
|
Sequent Asset Management, LLC
|
Apr 29, 2025 Q1 2025 |
16,097
shares
|
$785,533
0.71% of portfolio
|
Q1 2025
Reduced 17.84%
|
|
|
Rkl Wealth Management LLC
|
Apr 25, 2025 Q1 2025 |
16,041
shares
|
$782,800
0.08% of portfolio
|
Q1 2025
Added 18.91%
|
|
|
Trh Financial, LLC
|
Jul 26, 2022 Q2 2022 |
16,033
shares
|
$782,410
0.2% of portfolio
|
Q2 2022
Reduced 35.54%
|
|
|
Headland Capital, LLC
Mt. Pleasant, SC |
Feb 14, 2025 Q4 2024 |
15,921
shares
|
$776,944
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Aifg Consultants Ltd.
Halfmoon, NY |
Apr 23, 2025 Q1 2025 |
15,725
shares
|
$767,380
1.32% of portfolio
|
Q1 2025
Reduced 2.68%
|
|
|
Ironwood Financial, LLC
|
Apr 15, 2025 Q1 2025 |
15,597
shares
|
$761,133
0.17% of portfolio
|
Q1 2025
Added 1.86%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Feb 03, 2025 Q4 2024 |
15,583
shares
|
$760,450
0.02% of portfolio
|
Q4 2024
Reduced 1.55%
|