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 |
|---|---|---|---|---|---|
|
Mbl Wealth, LLC
Charlotte, NC |
May 21, 2025 Q1 2025 |
8,840
shares
|
$452,961
0.05% of portfolio
|
Q3 2024
Added 2.31%
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
May 09, 2025 Q1 2025 |
8,810
shares
|
$451,424
0.1% of portfolio
|
Q1 2025
Added 53.97%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
May 14, 2025 Q1 2025 |
8,775
shares
|
$449,631
0.0% of portfolio
|
Q1 2025
Reduced 59.3%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Apr 15, 2025 Q1 2025 |
8,716
shares
|
$446,607
0.21% of portfolio
|
Q1 2025
Reduced 0.41%
|
|
|
Somerset Trust CO
|
Apr 08, 2025 Q1 2025 |
8,708
shares
|
$446,197
0.16% of portfolio
|
Q1 2025
Added 2.29%
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
8,640
shares
|
$442,713
0.09% of portfolio
|
Q1 2025
Added 1.04%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
May 14, 2025 Q1 2025 |
8,597
shares
|
$440,510
0.08% of portfolio
|
Q1 2025
Reduced 0.34%
|
|
|
Kraematon Investment Advisors, Inc
|
Apr 14, 2025 Q1 2025 |
8,569
shares
|
$439,075
0.47% of portfolio
|
Q1 2025
Reduced 3.47%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
May 12, 2025 Q1 2025 |
8,487
shares
|
$434,873
0.03% of portfolio
|
Q4 2024
Reduced 0.98%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
8,463
shares
|
$433,644
0.08% of portfolio
|
Q1 2024
Reduced 27.44%
|
|
|
Bluesphere Advisors, LLC
East Norriton, PA |
Apr 23, 2025 Q1 2025 |
8,461
shares
|
$433,541
0.25% of portfolio
|
Q3 2024
New holding
|
|
|
Bremer Bank National Association
|
Apr 10, 2025 Q1 2025 |
8,456
shares
|
$433,285
0.08% of portfolio
|
Q1 2025
Added 1.29%
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
8,406
shares
|
$430,723
0.0% of portfolio
|
Q1 2025
Reduced 16.96%
|
|
|
Dgs Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
8,404
shares
|
$430,620
0.11% of portfolio
|
Q4 2024
Reduced 0.15%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
8,374
shares
|
$429,083
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
May 07, 2025 Q1 2025 |
8,348
shares
|
$427,751
0.19% of portfolio
|
Q1 2025
Added 47.36%
|
|
|
Portland Financial Advisors Inc
Port Washington, NY |
May 08, 2025 Q1 2025 |
8,290
shares
|
$424,779
1.08% of portfolio
|
Q4 2024
New holding
|
|
|
Ballast, Inc.
|
May 12, 2025 Q1 2025 |
8,256
shares
|
$423,037
0.12% of portfolio
|
Q1 2025
Added 3.23%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Jun 10, 2025 Q1 2025 |
8,231
shares
|
$421,756
0.22% of portfolio
|
Q1 2025
Added 11.11%
|
|
|
Dynamic Financial Group
Cedar Falls, IA |
May 13, 2025 Q1 2025 |
8,207
shares
|
$420,526
0.42% of portfolio
|
Q1 2025
Added 22.44%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
May 01, 2025 Q1 2025 |
8,201
shares
|
$420,219
0.19% of portfolio
|
Q4 2024
Reduced 13.49%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
8,184
shares
|
$419,348
0.02% of portfolio
|
Q1 2025
Reduced 2.62%
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Apr 22, 2025 Q1 2025 |
8,082
shares
|
$414,121
0.19% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Apr 01, 2025 Q1 2025 |
8,054
shares
|
$412,686
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Rossmore Private Capital
Glastonbury, CT |
May 12, 2025 Q1 2025 |
8,043
shares
|
$412,123
0.05% of portfolio
|
Q4 2024
Added 23.02%
|