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 |
|---|---|---|---|---|---|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Apr 14, 2025 Q1 2025 |
8,021
shares
|
$410,996
0.27% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Jun 16, 2025 Q1 2025 |
7,884
shares
|
$403,976
0.27% of portfolio
|
Q1 2025
Added 0.34%
|
|
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
May 09, 2025 Q1 2025 |
7,879
shares
|
$403,719
0.49% of portfolio
|
Q1 2025
Added 6.95%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
May 13, 2025 Q1 2025 |
7,852
shares
|
$402,336
0.01% of portfolio
|
Q1 2025
Added 97.93%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
7,812
shares
|
$400,286
0.01% of portfolio
|
Q1 2025
Reduced 91.36%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Apr 30, 2025 Q1 2025 |
7,803
shares
|
$399,825
0.14% of portfolio
|
Q1 2025
Added 4.84%
|
|
|
Mcf Advisors LLC
Covington, KY |
May 06, 2025 Q1 2025 |
7,767
shares
|
$397,981
0.03% of portfolio
|
Q3 2022
Added 1223.17%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
May 12, 2025 Q1 2025 |
7,759
shares
|
$397,571
0.03% of portfolio
|
Q1 2025
Reduced 6.56%
|
|
|
Org Partners LLC
Roanoke, IN |
Apr 21, 2025 Q1 2025 |
7,751
shares
|
$397,161
0.12% of portfolio
|
Q1 2025
Added 40694.74%
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Dec 09, 2024 Q3 2024 |
7,738
shares
|
$396,495
0.37% of portfolio
|
Q3 2024
New holding
|
|
|
Aviso Wealth Management
Bellevue, WA |
May 08, 2025 Q1 2025 |
7,721
shares
|
$395,624
0.21% of portfolio
|
Q1 2025
Reduced 1.33%
|
|
|
Safeguard Financial, LLC
|
Apr 10, 2025 Q1 2025 |
7,719
shares
|
$395,521
0.09% of portfolio
|
Q1 2025
Reduced 1.78%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
7,700
shares
|
$394,548
0.0% of portfolio
|
Q1 2025
Reduced 91.66%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
7,650
shares
|
$391,986
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
May 05, 2025 Q1 2025 |
7,631
shares
|
$391,012
0.05% of portfolio
|
Q1 2025
Reduced 5.95%
|
|
|
Gds Wealth Management
|
May 14, 2025 Q1 2025 |
7,613
shares
|
$390,090
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Apr 08, 2025 Q1 2025 |
7,585
shares
|
$388,655
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Flow Traders U.S. LLC
New York, NY |
May 14, 2025 Q1 2025 |
7,561
shares
|
$387,425
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Feb 14, 2025 Q4 2024 |
7,552
shares
|
$386,964
0.25% of portfolio
|
Q4 2024
Reduced 1.07%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
7,469
shares
|
$382,711
0.0% of portfolio
|
Q1 2025
Added 31.89%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
May 09, 2025 Q1 2025 |
7,432
shares
|
$380,815
0.0% of portfolio
|
Q1 2025
Reduced 9.62%
|
|
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
Apr 08, 2025 Q1 2025 |
7,400
shares
|
$379,176
0.26% of portfolio
|
Q1 2025
Reduced 1.07%
|
|
|
Bill Few Associates, Inc.
|
May 12, 2025 Q1 2025 |
7,382
shares
|
$378,253
0.14% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
|
Cahaba Wealth Management, Inc.
|
May 01, 2025 Q1 2025 |
7,359
shares
|
$377,075
0.03% of portfolio
|
Q3 2024
Reduced 3.45%
|
|
|
Hudson Valley Investment Advisors Inc
|
Apr 11, 2025 Q1 2025 |
7,353
shares
|
$376,767
0.04% of portfolio
|
Q1 2025
Reduced 5.24%
|