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 |
|---|---|---|---|---|---|
|
Advance Capital Management, Inc.
Southfield, MI |
Apr 09, 2025 Q1 2025 |
14,785
shares
|
$757,583
0.05% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Awm Capital, LLC
|
May 07, 2025 Q1 2025 |
14,633
shares
|
$749,794
0.12% of portfolio
|
Q1 2025
Added 0.34%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Apr 21, 2025 Q1 2025 |
14,620
shares
|
$749,128
0.05% of portfolio
|
Q1 2025
Reduced 0.2%
|
|
|
Le Conte Wealth Management, LLC
Maryville, TN |
May 13, 2025 Q1 2025 |
14,577
shares
|
$746,925
0.47% of portfolio
|
Q1 2025
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
14,570
shares
|
$746,566
0.27% of portfolio
|
Q1 2024
Added 69.03%
|
|
|
Wallington Asset Management, LLC
|
May 09, 2025 Q1 2025 |
14,555
shares
|
$745,798
0.12% of portfolio
|
Q1 2025
Reduced 3.8%
|
|
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
May 12, 2025 Q1 2025 |
14,516
shares
|
$743,799
0.03% of portfolio
|
Q1 2025
Reduced 1.73%
|
|
|
Bcgm Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
14,494
shares
|
$742,672
0.25% of portfolio
|
Q1 2025
Reduced 1.03%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
14,180
shares
|
$726,583
0.0% of portfolio
|
Q1 2025
Reduced 2.74%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
14,174
shares
|
$726,275
0.02% of portfolio
|
Q2 2020
Added 2.31%
|
|
|
Swmg, LLC
Fort Worth, TX |
Apr 28, 2025 Q1 2025 |
14,157
shares
|
$725,404
0.29% of portfolio
|
Q1 2025
Added 89.29%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
May 19, 2025 Q1 2025 |
14,117
shares
|
$723,355
0.03% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
14,080
shares
|
$721,459
0.0% of portfolio
|
Q2 2023
Reduced 58.73%
|
|
|
Harrison & CO Wealth Management, LLC
|
Jan 17, 2023 Q4 2022 |
13,988
shares
|
$716,745
0.53% of portfolio
|
Q4 2022
Added 11.75%
|
|
|
Kera Capital Partners, Inc.
Sacramento, CA |
Apr 02, 2025 Q1 2025 |
13,985
shares
|
$716,591
0.21% of portfolio
|
Q1 2025
Added 3.28%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
May 09, 2025 Q1 2025 |
13,933
shares
|
$713,926
0.55% of portfolio
|
Q1 2025
Added 3.72%
|
|
|
Ground Swell Capital, LLC
Folly Beach, SC |
May 13, 2025 Q1 2025 |
13,907
shares
|
$712,594
1.67% of portfolio
|
Q1 2025
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
13,732
shares
|
$703,627
0.23% of portfolio
|
Q4 2024
Added 2.45%
|
|
|
Advisor Os, LLC
|
May 06, 2025 Q1 2025 |
13,719
shares
|
$702,961
0.08% of portfolio
|
Q1 2025
Added 34.29%
|
|
|
Lantz Financial LLC
|
Apr 08, 2025 Q1 2025 |
13,659
shares
|
$699,887
0.2% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Apr 28, 2025 Q1 2025 |
13,514
shares
|
$692,457
0.02% of portfolio
|
Q1 2025
Reduced 16.05%
|
|
|
First National Bank Of Omaha
Omaha, NE |
Feb 11, 2025 Q4 2024 |
13,456
shares
|
$689,485
0.05% of portfolio
|
Q3 2024
Added 1.41%
|
|
|
Lbmc Investment Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
13,412
shares
|
$687,230
0.05% of portfolio
|
Q1 2025
Added 0.34%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
May 16, 2025 Q1 2025 |
13,286
shares
|
$680,774
0.52% of portfolio
|
Q1 2025
Added 36.52%
|
|
|
L.M. Kohn & Company
|
Apr 21, 2025 Q1 2025 |
13,262
shares
|
$679,544
0.18% of portfolio
|
Q1 2025
Reduced 40.53%
|