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 |
|---|---|---|---|---|---|
|
Community Bank, N.A.
|
Nov 14, 2024 Q3 2024 |
11,098
shares
|
$586,196
0.07% of portfolio
|
Q3 2024
Reduced 1.99%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Oct 25, 2024 Q3 2024 |
11,095
shares
|
$586,037
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
11,040
shares
|
$583,132
0.07% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Nov 14, 2024 Q3 2024 |
11,040
shares
|
$583,132
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Tilson Financial Group, Inc.
New Providence, NJ |
Oct 28, 2024 Q3 2024 |
11,007
shares
|
$581,389
0.27% of portfolio
|
Q3 2024
Reduced 6.03%
|
|
|
Altfest L J & CO Inc
|
Nov 05, 2024 Q3 2024 |
10,998
shares
|
$580,914
0.08% of portfolio
|
Q3 2024
Reduced 5.08%
|
|
|
Trinity Point Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
10,898
shares
|
$575,632
0.08% of portfolio
|
Q3 2024
Added 10.75%
|
|
|
Twin Capital Management Inc
|
Nov 12, 2024 Q3 2024 |
10,859
shares
|
$573,572
0.07% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
10,768
shares
|
$568,765
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Carnegie Capital Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
10,739
shares
|
$567,233
0.02% of portfolio
|
Q4 2024
Reduced 0.62%
|
|
|
Victory Financial Group, LLC
Austin, TX |
Aug 14, 2024 Q2 2024 |
10,691
shares
|
$564,698
0.24% of portfolio
|
Q2 2024
Added 149.03%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
10,600
shares
|
$559,892
0.03% of portfolio
|
Q3 2024
Added 65.63%
|
|
|
Crescent Sterling, Ltd.
Metairie, LA |
Jan 13, 2025 Q4 2024 |
10,212
shares
|
$539,397
0.54% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jan 27, 2025 Q4 2024 |
10,092
shares
|
$533,059
0.08% of portfolio
|
Q4 2024
Added 153.12%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
10,080
shares
|
$532,425
0.02% of portfolio
|
Q3 2024
Added 25.3%
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
Nov 14, 2024 Q3 2024 |
10,078
shares
|
$532,319
0.16% of portfolio
|
Q3 2024
Reduced 0.47%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
10,058
shares
|
$531,263
0.02% of portfolio
|
Q1 2024
Added 93.8%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
Nov 12, 2024 Q3 2024 |
10,033
shares
|
$529,943
0.05% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
Jul 22, 2024 Q2 2024 |
9,732
shares
|
$514,044
0.41% of portfolio
|
Q2 2024
Reduced 2.69%
|
|
|
Arbor Wealth Advisors LLC
Troy, MI |
Jan 13, 2025 Q4 2024 |
9,650
shares
|
$509,713
0.44% of portfolio
|
Q4 2023
New holding
|
|
|
Empirical Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
9,560
shares
|
$504,959
0.01% of portfolio
|
Q4 2024
Added 23.66%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Nov 13, 2024 Q3 2024 |
9,480
shares
|
$500,733
0.23% of portfolio
|
Q3 2024
Added 1.53%
|
|
|
Wolf Group Capital Advisors
|
Oct 31, 2024 Q3 2024 |
9,465
shares
|
$499,941
0.21% of portfolio
|
Q3 2024
Added 45.08%
|
|
|
Darrow Company, Inc.
|
Jan 28, 2025 Q4 2024 |
9,415
shares
|
$497,300
0.28% of portfolio
|
Q4 2024
Added 0.47%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Oct 21, 2024 Q3 2024 |
9,297
shares
|
$491,067
0.09% of portfolio
|
Q3 2024
Reduced 21.65%
|