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 439 Million shares, which have been reported (via 13F filing form) to have a value of $22.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
1,447,239
shares
|
$73.3 Million
0.02% of portfolio
|
Q4 2024
Added 9.74%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
1,430,551
shares
|
$72.4 Million
0.01% of portfolio
|
Q4 2024
Added 13.54%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
1,416,721
shares
|
$71.7 Million
0.2% of portfolio
|
Q4 2024
Reduced 5.53%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
1,373,409
shares
|
$69.5 Million
0.06% of portfolio
|
Q4 2024
Added 10.32%
|
|
|
Mount Yale Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
1,366,875
shares
|
$69.2 Million
5.81% of portfolio
|
Q4 2024
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
1,331,128
shares
|
$67.4 Million
0.1% of portfolio
|
Q4 2024
Added 9.03%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Mar 17, 2025 Q4 2024 |
1,297,050
shares
|
$65.7 Million
0.13% of portfolio
|
Q4 2024
Added 45.61%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Feb 11, 2025 Q4 2024 |
1,280,932
shares
|
$64.9 Million
2.34% of portfolio
|
Q4 2024
Added 70.53%
|
|
|
Bell Bank
|
Feb 03, 2025 Q4 2024 |
1,252,623
shares
|
$63.4 Million
4.8% of portfolio
|
Q4 2024
New holding
|
|
|
Good Life Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
1,238,548
shares
|
$62.7 Million
4.8% of portfolio
|
Q4 2024
Reduced 4.07%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
1,196,499
shares
|
$60.6 Million
1.77% of portfolio
|
Q3 2022
Added 2.64%
|
|
|
Klingman & Associates, LLC
|
Jan 31, 2025 Q4 2024 |
1,098,135
shares
|
$55.6 Million
3.46% of portfolio
|
Q4 2024
Reduced 1.13%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Feb 13, 2025 Q4 2024 |
1,078,673
shares
|
$54.6 Million
10.99% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Feb 12, 2025 Q4 2024 |
1,076,664
shares
|
$54.5 Million
7.31% of portfolio
|
Q4 2024
Reduced 8.99%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
1,029,629
shares
|
$52.1 Million
0.06% of portfolio
|
Q4 2024
Reduced 1.11%
|
|
|
Prudential Financial Inc
Newark, NJ |
Feb 11, 2025 Q4 2024 |
1,016,021
shares
|
$51.4 Million
0.07% of portfolio
|
Q4 2024
Added 20.25%
|
|
|
Compton Financial Group, LLC
|
Jan 30, 2025 Q4 2024 |
988,532
shares
|
$50 Million
15.02% of portfolio
|
Q4 2024
Added 3.86%
|
|
|
Erts Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
952,870
shares
|
$48.2 Million
9.2% of portfolio
|
Q4 2024
Added 4.19%
|
|
|
Founders Financial Securities LLC
|
Feb 10, 2025 Q4 2024 |
934,958
shares
|
$47.3 Million
4.43% of portfolio
|
Q4 2024
Added 44.82%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
926,973
shares
|
$46.9 Million
0.23% of portfolio
|
Q4 2024
Reduced 97.32%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
876,683
shares
|
$44.4 Million
0.15% of portfolio
|
Q4 2024
Reduced 23.74%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
869,440
shares
|
$44 Million
1.49% of portfolio
|
Q4 2024
Reduced 5.34%
|
|
|
Whitcomb & Hess, Inc.
|
Jan 22, 2025 Q4 2024 |
862,537
shares
|
$43.7 Million
14.76% of portfolio
|
Q4 2024
Reduced 0.81%
|
|
|
Accredited Investors Inc.
|
Feb 13, 2025 Q4 2024 |
847,176
shares
|
$42.9 Million
2.63% of portfolio
|
Q4 2024
Reduced 1.93%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
846,811
shares
|
$42.9 Million
2.04% of portfolio
|
Q4 2024
Added 10.76%
|