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 1,074 institutions that hold shares in the stock, with a total of 437 Million shares, which have been reported (via 13F filing form) to have a value of $23 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Schechter Investment Advisors, LLC
Birmingham, MI |
Feb 06, 2025 Q4 2024 |
11,716
shares
|
$616,964
0.06% of portfolio
|
Q4 2024
Added 16.77%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
11,437
shares
|
$602,272
0.02% of portfolio
|
Q4 2024
Reduced 13.81%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Feb 10, 2025 Q4 2024 |
11,304
shares
|
$595,268
0.06% of portfolio
|
Q4 2024
Added 2.39%
|
|
|
Investments & Financial Planning, LLC
Lexington, KY |
Jan 27, 2025 Q4 2024 |
11,222
shares
|
$590,950
0.35% of portfolio
|
Q4 2024
Added 3.22%
|
|
|
Cowa, LLC
Tulsa, OK |
Feb 03, 2025 Q4 2024 |
11,200
shares
|
$589,792
0.26% of portfolio
|
Q3 2024
Reduced 0.84%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
11,165
shares
|
$587,948
0.25% of portfolio
|
Q4 2024
Added 13.34%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
11,040
shares
|
$581,366
0.07% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
11,001
shares
|
$579,312
0.0% of portfolio
|
Q4 2024
Added 1100000.0%
|
|
|
Altfest L J & CO Inc
|
Feb 07, 2025 Q4 2024 |
10,997
shares
|
$579,102
0.08% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Community Bank, N.A.
|
Feb 11, 2025 Q4 2024 |
10,951
shares
|
$576,679
0.07% of portfolio
|
Q4 2024
Reduced 1.32%
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
10,933
shares
|
$575,731
0.44% of portfolio
|
Q4 2024
New holding
|
|
|
Twin Capital Management Inc
|
Feb 13, 2025 Q4 2024 |
10,905
shares
|
$574,257
0.06% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
Feb 03, 2025 Q4 2024 |
10,858
shares
|
$571,782
0.51% of portfolio
|
Q4 2024
New holding
|
|
|
Carnegie Capital Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
10,739
shares
|
$565,515
0.02% of portfolio
|
Q4 2024
Reduced 0.62%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Feb 11, 2025 Q4 2024 |
10,610
shares
|
$558,722
0.02% of portfolio
|
Q4 2024
Added 5.49%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Feb 06, 2025 Q4 2024 |
10,600
shares
|
$558,196
0.03% of portfolio
|
Q3 2024
Added 65.63%
|
|
|
Victory Financial Group, LLC
Austin, TX |
Feb 11, 2025 Q4 2024 |
10,245
shares
|
$539,501
0.14% of portfolio
|
Q4 2024
Reduced 4.17%
|
|
|
Advisor Os, LLC
|
Feb 04, 2025 Q4 2024 |
10,216
shares
|
$537,974
0.06% of portfolio
|
Q4 2024
Reduced 77.51%
|
|
|
Crescent Sterling, Ltd.
Metairie, LA |
Jan 13, 2025 Q4 2024 |
10,212
shares
|
$537,763
0.54% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Jackson Creek Investment Advisors LLC
|
Feb 06, 2025 Q4 2024 |
10,156
shares
|
$534,814
0.16% of portfolio
|
Q4 2024
Added 22.84%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
10,123
shares
|
$533,077
0.0% of portfolio
|
Q4 2024
Reduced 39.96%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jan 27, 2025 Q4 2024 |
10,092
shares
|
$531,444
0.08% of portfolio
|
Q4 2024
Added 153.12%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Feb 10, 2025 Q4 2024 |
10,037
shares
|
$528,548
0.0% of portfolio
|
Q4 2024
Reduced 13.07%
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
Feb 14, 2025 Q4 2024 |
10,028
shares
|
$528,074
0.16% of portfolio
|
Q4 2024
Reduced 0.5%
|
|
|
Forvis Wealth Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
9,955
shares
|
$524,230
0.01% of portfolio
|
Q4 2024
Added 46.81%
|