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 |
|---|---|---|---|---|---|
|
Patriot Financial Group Insurance Agency, LLC
|
Apr 14, 2025 Q1 2025 |
11,965
shares
|
$613,086
0.09% of portfolio
|
Q1 2025
Added 1.94%
|
|
|
Investments & Financial Planning, LLC
Lexington, KY |
Apr 30, 2025 Q1 2025 |
11,956
shares
|
$612,625
0.4% of portfolio
|
Q1 2025
Added 6.54%
|
|
|
Beacon Financial Group
|
Apr 10, 2025 Q1 2025 |
11,793
shares
|
$604,273
0.07% of portfolio
|
Q3 2024
Added 3.88%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
May 15, 2025 Q1 2025 |
11,770
shares
|
$603,094
0.05% of portfolio
|
Q1 2025
Added 4.12%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
11,396
shares
|
$583,931
0.02% of portfolio
|
Q1 2025
Reduced 0.36%
|
|
|
First Trust Advisors LP
Wheaton, IL |
May 14, 2025 Q1 2025 |
11,352
shares
|
$581,676
0.0% of portfolio
|
Q1 2025
Reduced 10.41%
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Apr 30, 2025 Q1 2025 |
11,329
shares
|
$580,497
0.46% of portfolio
|
Q1 2025
Reduced 6.58%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
11,326
shares
|
$580,344
0.04% of portfolio
|
Q1 2025
Reduced 17.33%
|
|
|
Capital Investment Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
11,268
shares
|
$577,372
0.01% of portfolio
|
Q1 2025
Added 104.95%
|
|
|
Northern Capital Management, Inc.
|
May 09, 2025 Q1 2025 |
11,248
shares
|
$576,347
0.37% of portfolio
|
Q1 2025
New holding
|
|
|
Cowa, LLC
Tulsa, OK |
May 13, 2025 Q1 2025 |
11,200
shares
|
$573,888
0.24% of portfolio
|
Q3 2024
Reduced 0.84%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
11,165
shares
|
$572,094
0.25% of portfolio
|
Q4 2024
Added 13.34%
|
|
|
Empirical Asset Management, LLC
|
May 12, 2025 Q1 2025 |
11,161
shares
|
$571,889
0.19% of portfolio
|
Q1 2025
Added 16.75%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
11,136
shares
|
$570,608
0.05% of portfolio
|
Q1 2025
Added 101136.36%
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Apr 08, 2025 Q1 2025 |
11,124
shares
|
$569,993
0.39% of portfolio
|
Q1 2025
Reduced 12.81%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
11,040
shares
|
$565,689
0.07% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Altfest L J & CO Inc
|
May 09, 2025 Q1 2025 |
11,038
shares
|
$565,587
0.09% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
Herold Advisors, Inc.
|
May 13, 2025 Q1 2025 |
10,945
shares
|
$560,821
0.13% of portfolio
|
Q1 2025
Added 44.93%
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
10,933
shares
|
$560,206
0.44% of portfolio
|
Q4 2024
New holding
|
|
|
Twin Capital Management Inc
|
May 05, 2025 Q1 2025 |
10,929
shares
|
$560,001
0.07% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
Apr 09, 2025 Q1 2025 |
10,867
shares
|
$556,825
0.59% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
10,810
shares
|
$553,904
0.02% of portfolio
|
Q1 2025
Added 1.89%
|
|
|
Community Bank, N.A.
|
Apr 21, 2025 Q1 2025 |
10,806
shares
|
$553,699
0.08% of portfolio
|
Q1 2025
Reduced 1.32%
|
|
|
Carnegie Capital Asset Management, LLC
|
May 06, 2025 Q1 2025 |
10,739
shares
|
$550,266
0.01% of portfolio
|
Q4 2024
Reduced 0.62%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
10,600
shares
|
$543,144
0.03% of portfolio
|
Q3 2024
Added 65.63%
|