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 1,089 institutions that hold shares in the stock, with a total of 458 Million shares, which have been reported (via 13F filing form) to have a value of $22.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Feb 11, 2025 Q4 2024 |
12,844
shares
|
$626,787
0.08% of portfolio
|
Q4 2024
Added 0.49%
|
|
|
Mcdonald Partners LLC
|
Jan 31, 2025 Q4 2024 |
12,733
shares
|
$621,370
0.17% of portfolio
|
Q4 2024
Added 1.66%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Feb 13, 2025 Q4 2024 |
12,671
shares
|
$618,344
0.0% of portfolio
|
Q4 2024
Reduced 82.37%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Apr 10, 2025 Q1 2025 |
12,370
shares
|
$603,656
0.28% of portfolio
|
Q1 2025
Reduced 4.04%
|
|
|
Brown Advisory Inc
|
Feb 14, 2025 Q4 2024 |
12,336
shares
|
$601,996
0.0% of portfolio
|
Q4 2024
Reduced 10.66%
|
|
|
Pinnacle Bancorp, Inc.
|
Apr 23, 2025 Q1 2025 |
12,313
shares
|
$600,874
0.21% of portfolio
|
Q1 2025
Reduced 6.24%
|
|
|
Grimes & Company, Inc.
|
Apr 17, 2025 Q1 2025 |
12,263
shares
|
$598,434
0.02% of portfolio
|
Q1 2025
Added 0.66%
|
|
|
Ford Financial Group, LLC
|
May 11, 2023 Q1 2023 |
12,158
shares
|
$593,310
20.99% of portfolio
|
Q1 2023
Reduced 98.55%
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Jan 27, 2025 Q4 2024 |
12,127
shares
|
$591,797
0.51% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Warren Street Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
12,100
shares
|
$590,480
0.25% of portfolio
|
Q1 2025
Reduced 0.79%
|
|
|
Prospect Financial Services LLC
Melville, NY |
Apr 11, 2025 Q1 2025 |
12,093
shares
|
$590,138
0.34% of portfolio
|
Q1 2025
Added 46.03%
|
|
|
626 Financial, LLC
|
Apr 11, 2025 Q1 2025 |
12,026
shares
|
$586,868
0.33% of portfolio
|
Q3 2024
Reduced 16.35%
|
|
|
Kovack Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
12,016
shares
|
$586,380
0.06% of portfolio
|
Q4 2024
Added 5.66%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Apr 14, 2025 Q1 2025 |
11,965
shares
|
$583,892
0.09% of portfolio
|
Q1 2025
Added 1.94%
|
|
|
Beacon Financial Group
|
Apr 10, 2025 Q1 2025 |
11,793
shares
|
$575,498
0.07% of portfolio
|
Q3 2024
Added 3.88%
|
|
|
Ascent Group, LLC
|
Feb 21, 2025 Q4 2024 |
11,728
shares
|
$572,326
0.05% of portfolio
|
Q4 2024
Reduced 53.65%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
Feb 06, 2025 Q4 2024 |
11,716
shares
|
$571,740
0.06% of portfolio
|
Q4 2024
Added 16.77%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
11,437
shares
|
$558,125
0.02% of portfolio
|
Q4 2024
Reduced 13.81%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Feb 10, 2025 Q4 2024 |
11,304
shares
|
$551,635
0.06% of portfolio
|
Q4 2024
Added 2.39%
|
|
|
Capital Investment Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
11,268
shares
|
$549,878
0.01% of portfolio
|
Q1 2025
Added 104.95%
|
|
|
Investments & Financial Planning, LLC
Lexington, KY |
Jan 27, 2025 Q4 2024 |
11,222
shares
|
$547,633
0.35% of portfolio
|
Q4 2024
Added 3.22%
|
|
|
Cowa, LLC
Tulsa, OK |
Feb 03, 2025 Q4 2024 |
11,200
shares
|
$546,560
0.26% of portfolio
|
Q3 2024
Reduced 0.84%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
11,165
shares
|
$544,852
0.25% of portfolio
|
Q4 2024
Added 13.34%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
11,136
shares
|
$543,436
0.05% of portfolio
|
Q1 2025
Added 101136.36%
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Apr 08, 2025 Q1 2025 |
11,124
shares
|
$542,851
0.39% of portfolio
|
Q1 2025
Reduced 12.81%
|