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 |
|---|---|---|---|---|---|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Apr 22, 2025 Q1 2025 |
16,624
shares
|
$851,813
0.67% of portfolio
|
Q1 2025
Added 1.07%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
May 09, 2025 Q1 2025 |
16,547
shares
|
$847,868
0.12% of portfolio
|
Q1 2025
Added 28.33%
|
|
|
Mason Investment Advisory Services, Inc.
Reston, VA |
May 01, 2025 Q1 2025 |
16,533
shares
|
$847,150
0.05% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
16,349
shares
|
$837,722
0.03% of portfolio
|
Q1 2025
Added 134.87%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
May 06, 2025 Q1 2025 |
16,263
shares
|
$833,316
0.2% of portfolio
|
Q1 2025
Reduced 6.98%
|
|
|
Hurley Capital, LLC
New York, NY |
May 07, 2025 Q1 2025 |
16,190
shares
|
$829,575
0.63% of portfolio
|
Q4 2024
New holding
|
|
|
Sequent Asset Management, LLC
|
Apr 29, 2025 Q1 2025 |
16,097
shares
|
$824,810
0.71% of portfolio
|
Q1 2025
Reduced 17.84%
|
|
|
Rkl Wealth Management LLC
|
Apr 25, 2025 Q1 2025 |
16,041
shares
|
$821,940
0.08% of portfolio
|
Q1 2025
Added 18.91%
|
|
|
Trh Financial, LLC
|
Jul 26, 2022 Q2 2022 |
16,033
shares
|
$821,530
0.2% of portfolio
|
Q2 2022
Reduced 35.54%
|
|
|
Lowe Brockenbrough & CO Inc
|
May 13, 2025 Q1 2025 |
16,023
shares
|
$821,018
0.05% of portfolio
|
Q1 2025
Reduced 1.17%
|
|
|
Sequent Planning LLC
Omaha, NE |
May 13, 2025 Q1 2025 |
16,018
shares
|
$820,762
0.29% of portfolio
|
Q1 2025
Added 2.93%
|
|
|
Headland Capital, LLC
Mt. Pleasant, SC |
May 08, 2025 Q1 2025 |
15,955
shares
|
$817,534
0.27% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
May 05, 2025 Q1 2025 |
15,860
shares
|
$812,666
0.02% of portfolio
|
Q1 2025
Added 1.78%
|
|
|
Aifg Consultants Ltd.
Halfmoon, NY |
Apr 23, 2025 Q1 2025 |
15,725
shares
|
$805,749
1.32% of portfolio
|
Q1 2025
Reduced 2.68%
|
|
|
Ironwood Financial, LLC
|
Apr 15, 2025 Q1 2025 |
15,597
shares
|
$799,190
0.17% of portfolio
|
Q1 2025
Added 1.86%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Apr 24, 2025 Q1 2025 |
15,561
shares
|
$797,345
0.46% of portfolio
|
Q1 2025
Added 10.24%
|
|
|
Wall Capital Group, Inc.
|
Feb 07, 2024 Q4 2023 |
15,387
shares
|
$788,429
0.81% of portfolio
|
Q4 2023
Added 54.02%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
15,322
shares
|
$785,099
0.19% of portfolio
|
Q1 2024
New holding
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
15,205
shares
|
$779,104
0.03% of portfolio
|
Q1 2025
Reduced 6.31%
|
|
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
May 02, 2025 Q1 2025 |
15,203
shares
|
$779,001
0.38% of portfolio
|
Q1 2025
Reduced 0.48%
|
|
|
Financial Insights, Inc.
|
Apr 24, 2025 Q1 2025 |
15,157
shares
|
$776,644
0.31% of portfolio
|
Q1 2025
Added 3.66%
|
|
|
Hickory Asset Management, Inc.
Concord, OH |
Apr 16, 2025 Q1 2025 |
15,123
shares
|
$774,902
0.69% of portfolio
|
Q1 2025
Added 0.77%
|
|
|
Tempus Wealth Planning, LLC
|
May 06, 2025 Q1 2025 |
15,116
shares
|
$774,543
0.25% of portfolio
|
Q4 2024
Reduced 5.53%
|
|
|
Wealthstream Advisors, Inc.
|
May 07, 2025 Q1 2025 |
14,932
shares
|
$765,115
0.15% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
14,785
shares
|
$757,583
0.04% of portfolio
|
Q1 2025
Reduced 0.14%
|