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 1,014 institutions that hold shares in the stock, with a total of 410 Million shares, which have been reported (via 13F filing form) to have a value of $21.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
Jan 28, 2025 Q4 2024 |
12,924
shares
|
$682,645
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
12,894
shares
|
$681,061
0.09% of portfolio
|
Q4 2024
Added 8.16%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Jan 15, 2025 Q4 2024 |
12,891
shares
|
$680,902
0.3% of portfolio
|
Q4 2024
Added 3.84%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
12,782
shares
|
$675,145
0.08% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Jan 13, 2025 Q4 2024 |
12,758
shares
|
$673,877
0.47% of portfolio
|
Q4 2024
Reduced 5.36%
|
|
|
Imc Chicago, LLC
|
Jan 27, 2025 Q4 2024 |
12,665
shares
|
$668,965
0.02% of portfolio
|
Q4 2024
Reduced 40.46%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Jan 21, 2025 Q4 2024 |
12,655
shares
|
$668,437
0.29% of portfolio
|
Q4 2024
Added 3.56%
|
|
|
Mcdonald Partners LLC
|
Oct 15, 2024 Q3 2024 |
12,525
shares
|
$661,570
0.17% of portfolio
|
Q3 2024
Added 0.59%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
12,468
shares
|
$658,559
0.13% of portfolio
|
Q3 2024
Added 3.76%
|
|
|
Warren Street Wealth Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
12,196
shares
|
$644,192
0.26% of portfolio
|
Q4 2024
Reduced 4.15%
|
|
|
Grimes & Company, Inc.
|
Jan 21, 2025 Q4 2024 |
12,183
shares
|
$643,506
0.02% of portfolio
|
Q4 2024
Added 56.59%
|
|
|
Ford Financial Group, LLC
|
May 11, 2023 Q1 2023 |
12,158
shares
|
$642,185
20.99% of portfolio
|
Q1 2023
Reduced 98.55%
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Jan 27, 2025 Q4 2024 |
12,127
shares
|
$640,548
0.51% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Hengehold Capital Management LLC
|
Jan 17, 2025 Q4 2024 |
12,103
shares
|
$639,280
0.06% of portfolio
|
Q2 2024
Reduced 3.97%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
12,047
shares
|
$636,322
0.0% of portfolio
|
Q3 2024
Reduced 67.42%
|
|
|
626 Financial, LLC
|
Jan 14, 2025 Q4 2024 |
12,026
shares
|
$635,213
0.34% of portfolio
|
Q3 2024
Reduced 16.35%
|
|
|
Detalus Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
11,944
shares
|
$630,882
0.22% of portfolio
|
Q2 2024
Reduced 0.15%
|
|
|
Beacon Financial Group
|
Jan 29, 2025 Q4 2024 |
11,793
shares
|
$622,906
0.07% of portfolio
|
Q3 2024
Added 3.88%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jan 22, 2025 Q4 2024 |
11,737
shares
|
$619,948
0.09% of portfolio
|
Q4 2024
Added 12.75%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 06, 2024 Q3 2024 |
11,546
shares
|
$609,859
0.0% of portfolio
|
Q3 2024
Added 14.06%
|
|
|
Sei Investments CO
Oaks, PA |
Nov 12, 2024 Q3 2024 |
11,379
shares
|
$601,038
0.0% of portfolio
|
Q3 2024
Added 5.63%
|
|
|
Kovack Advisors, Inc.
|
Nov 05, 2024 Q3 2024 |
11,372
shares
|
$600,669
0.07% of portfolio
|
Q3 2024
Reduced 4.12%
|
|
|
Investments & Financial Planning, LLC
Lexington, KY |
Jan 27, 2025 Q4 2024 |
11,222
shares
|
$592,746
0.35% of portfolio
|
Q4 2024
Added 3.22%
|
|
|
Cowa, LLC
Tulsa, OK |
Nov 01, 2024 Q3 2024 |
11,200
shares
|
$591,584
0.28% of portfolio
|
Q3 2024
Reduced 0.84%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
11,165
shares
|
$589,735
0.25% of portfolio
|
Q4 2024
Added 13.34%
|