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 |
|---|---|---|---|---|---|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Oct 17, 2024 Q3 2024 |
6,556
shares
|
$346,287
0.12% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Nov 05, 2024 Q3 2024 |
6,538
shares
|
$345,337
0.04% of portfolio
|
Q2 2023
Reduced 20.06%
|
|
|
Thrive Capital Management, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
6,523
shares
|
$344,544
0.16% of portfolio
|
Q3 2024
Reduced 6.73%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
6,410
shares
|
$338,576
0.0% of portfolio
|
Q4 2024
Reduced 17.31%
|
|
|
Focused Wealth Management, Inc
|
Jan 28, 2025 Q4 2024 |
6,359
shares
|
$335,882
0.04% of portfolio
|
Q4 2024
Added 2.3%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
6,358
shares
|
$335,829
0.01% of portfolio
|
Q2 2024
Added 673.48%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
6,354
shares
|
$335,618
0.03% of portfolio
|
Q2 2022
Reduced 53.71%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jan 16, 2025 Q4 2024 |
6,354
shares
|
$335,618
0.01% of portfolio
|
Q1 2024
Reduced 28.69%
|
|
|
Accurate Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
6,351
shares
|
$335,459
0.07% of portfolio
|
Q4 2024
Added 1.0%
|
|
|
Peterson Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
6,340
shares
|
$334,878
0.07% of portfolio
|
Q4 2024
Reduced 49.8%
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
6,330
shares
|
$334,350
0.0% of portfolio
|
Q2 2024
Reduced 23.46%
|
|
|
Mainstream Capital Management LLC
Los Angeles, CA |
Oct 31, 2024 Q3 2024 |
6,328
shares
|
$334,244
0.28% of portfolio
|
Q3 2024
New holding
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
6,284
shares
|
$331,920
0.0% of portfolio
|
Q3 2024
Reduced 4.06%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 13, 2024 Q3 2024 |
6,232
shares
|
$329,174
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mb Generational Wealth, LLC
Spokane, WA |
Nov 07, 2024 Q3 2024 |
6,227
shares
|
$328,910
0.24% of portfolio
|
Q2 2024
Reduced 27.93%
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
Nov 15, 2024 Q3 2024 |
6,191
shares
|
$327,008
0.08% of portfolio
|
Q3 2024
Reduced 7.28%
|
|
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
Oct 18, 2024 Q3 2024 |
6,178
shares
|
$326,321
0.23% of portfolio
|
Q3 2024
Reduced 3.6%
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Jan 15, 2025 Q4 2024 |
6,164
shares
|
$325,582
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
6,163
shares
|
$325,529
0.01% of portfolio
|
Q4 2024
Reduced 26.87%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
6,152
shares
|
$324,948
0.05% of portfolio
|
Q3 2024
Reduced 13.45%
|
|
|
Essex Savings Bank
|
Jan 14, 2025 Q4 2024 |
5,968
shares
|
$315,229
0.08% of portfolio
|
Q4 2024
Added 32.24%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
5,956
shares
|
$314,595
0.04% of portfolio
|
Q3 2024
Reduced 13.96%
|
|
|
Goal Vest Advisory LLC
|
Jan 17, 2025 Q4 2024 |
5,918
shares
|
$312,588
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Nov 12, 2024 Q3 2024 |
5,918
shares
|
$312,588
0.14% of portfolio
|
Q1 2024
New holding
|
|
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
Jul 18, 2023 Q2 2023 |
5,900
shares
|
$311,638
0.25% of portfolio
|
Q2 2023
New holding
|