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 1,014 institutions that hold shares in the stock, with a total of 410 Million shares, which have been reported (via 13F filing form) to have a value of $21.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bill Few Associates, Inc.
|
Jan 17, 2025 Q4 2024 |
7,385
shares
|
$390,075
0.13% of portfolio
|
Q4 2024
Added 5.33%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 25, 2024 Q3 2024 |
7,370
shares
|
$389,283
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
Jan 29, 2025 Q4 2024 |
7,367
shares
|
$389,124
0.41% of portfolio
|
Q4 2024
New holding
|
|
|
Cahaba Wealth Management, Inc.
|
Oct 18, 2024 Q3 2024 |
7,359
shares
|
$388,702
0.03% of portfolio
|
Q3 2024
Reduced 3.45%
|
|
|
Family Wealth Group, LLC
Lexington, KY |
Nov 14, 2024 Q3 2024 |
7,307
shares
|
$385,955
0.42% of portfolio
|
Q3 2024
Added 0.52%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Jan 29, 2025 Q4 2024 |
7,166
shares
|
$378,508
0.04% of portfolio
|
Q4 2024
Reduced 3.81%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Nov 12, 2024 Q3 2024 |
7,162
shares
|
$378,296
0.19% of portfolio
|
Q3 2024
Added 1.33%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
7,136
shares
|
$376,923
0.0% of portfolio
|
Q2 2024
Reduced 2.85%
|
|
|
Iowa State Bank
|
Jan 06, 2025 Q4 2024 |
7,100
shares
|
$375,022
0.08% of portfolio
|
Q2 2024
Reduced 4.05%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Jan 13, 2025 Q4 2024 |
7,018
shares
|
$370,690
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Traynor Capital Management, Inc.
|
Jan 17, 2025 Q4 2024 |
6,983
shares
|
$368,842
0.02% of portfolio
|
Q4 2024
Added 15.16%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Nov 14, 2024 Q3 2024 |
6,960
shares
|
$367,627
0.15% of portfolio
|
Q3 2024
Reduced 8.09%
|
|
|
Mustard Seed Financial, LLC
Magnolia, AR |
Jan 17, 2025 Q4 2024 |
6,914
shares
|
$365,197
0.29% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Nov 01, 2024 Q3 2024 |
6,834
shares
|
$360,971
0.06% of portfolio
|
Q3 2024
Added 12.11%
|
|
|
Concorde Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
6,813
shares
|
$359,862
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Forvis Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
6,781
shares
|
$358,172
0.01% of portfolio
|
Q3 2024
Reduced 4.17%
|
|
|
Greystone Financial Group, LLC
|
Oct 22, 2024 Q3 2024 |
6,773
shares
|
$357,749
0.06% of portfolio
|
Q3 2024
Added 0.83%
|
|
|
Twelve Points Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
6,761
shares
|
$357,116
0.1% of portfolio
|
Q4 2024
Reduced 16.33%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 04, 2024 Q3 2024 |
6,753
shares
|
$356,693
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Wealth Advisory Solutions, LLC
|
Oct 21, 2024 Q3 2024 |
6,746
shares
|
$356,323
0.1% of portfolio
|
Q3 2024
Reduced 8.84%
|
|
|
Accel Wealth Management
|
Jan 21, 2025 Q4 2024 |
6,650
shares
|
$351,253
0.13% of portfolio
|
Q4 2024
Added 0.41%
|
|
|
Grandview Asset Management LLC
|
Jan 13, 2025 Q4 2024 |
6,642
shares
|
$350,830
0.12% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Vawter Financial, Ltd.
Columbus, OH |
Nov 06, 2024 Q3 2024 |
6,641
shares
|
$350,777
0.21% of portfolio
|
Q2 2024
Reduced 3.26%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
6,640
shares
|
$350,724
0.02% of portfolio
|
Q4 2024
Reduced 63.15%
|
|
|
Old Second National Bank Of Aurora
|
Jan 23, 2025 Q4 2024 |
6,565
shares
|
$346,763
0.09% of portfolio
|
Q4 2024
Added 10.58%
|