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 |
|---|---|---|---|---|---|
|
Fortune 45 LLC
|
May 15, 2025 Q1 2025 |
13,255
shares
|
$679,186
0.44% of portfolio
|
Q1 2025
Reduced 72.73%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
May 09, 2025 Q1 2025 |
13,253
shares
|
$679,083
0.24% of portfolio
|
Q1 2025
Added 1.4%
|
|
|
Affinity Capital Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
13,152
shares
|
$673,908
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Embree Financial Group
Chicago, IL |
Apr 22, 2025 Q1 2025 |
13,108
shares
|
$671,653
0.11% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
May 14, 2025 Q1 2025 |
13,106
shares
|
$671,551
0.04% of portfolio
|
Q2 2023
Reduced 30.63%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Apr 21, 2025 Q1 2025 |
13,083
shares
|
$670,372
0.6% of portfolio
|
Q1 2025
Reduced 38.61%
|
|
|
Miracle Mile Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
13,034
shares
|
$667,862
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
12,978
shares
|
$664,992
0.1% of portfolio
|
Q4 2024
Added 19.09%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
12,977
shares
|
$664,941
0.08% of portfolio
|
Q1 2025
Added 1.04%
|
|
|
Forth Right Wealth Management, LLC
|
Apr 15, 2025 Q1 2025 |
12,974
shares
|
$664,787
0.23% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
May 07, 2025 Q1 2025 |
12,939
shares
|
$662,994
0.11% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Geller Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
12,938
shares
|
$662,943
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Permanens Capital L.P.
New York, NY |
May 15, 2025 Q1 2025 |
12,784
shares
|
$655,052
0.12% of portfolio
|
Q1 2025
Reduced 25.3%
|
|
|
Mcdonald Partners LLC
|
May 15, 2025 Q1 2025 |
12,651
shares
|
$648,237
0.17% of portfolio
|
Q1 2025
Reduced 0.64%
|
|
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
May 05, 2025 Q1 2025 |
12,600
shares
|
$645,624
0.7% of portfolio
|
Q1 2025
Reduced 7.48%
|
|
|
Kovack Advisors, Inc.
|
May 06, 2025 Q1 2025 |
12,417
shares
|
$636,247
0.07% of portfolio
|
Q1 2025
Added 3.34%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Apr 10, 2025 Q1 2025 |
12,370
shares
|
$633,838
0.28% of portfolio
|
Q1 2025
Reduced 4.04%
|
|
|
Pinnacle Bancorp, Inc.
|
Apr 23, 2025 Q1 2025 |
12,313
shares
|
$630,918
0.21% of portfolio
|
Q1 2025
Reduced 6.24%
|
|
|
Grimes & Company, Inc.
|
Apr 17, 2025 Q1 2025 |
12,263
shares
|
$628,356
0.02% of portfolio
|
Q1 2025
Added 0.66%
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
12,252
shares
|
$627,792
0.0% of portfolio
|
Q1 2025
Reduced 0.68%
|
|
|
Castlekeep Investment Advisors LLC
Westport, CT |
May 01, 2025 Q1 2025 |
12,240
shares
|
$627,177
0.32% of portfolio
|
Q1 2025
Added 4.43%
|
|
|
Ford Financial Group, LLC
|
May 11, 2023 Q1 2023 |
12,158
shares
|
$622,975
20.99% of portfolio
|
Q1 2023
Reduced 98.55%
|
|
|
Warren Street Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
12,100
shares
|
$620,004
0.25% of portfolio
|
Q1 2025
Reduced 0.79%
|
|
|
Prospect Financial Services LLC
Melville, NY |
Apr 11, 2025 Q1 2025 |
12,093
shares
|
$619,645
0.34% of portfolio
|
Q1 2025
Added 46.03%
|
|
|
626 Financial, LLC
|
Apr 11, 2025 Q1 2025 |
12,026
shares
|
$616,212
0.33% of portfolio
|
Q3 2024
Reduced 16.35%
|