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 |
|---|---|---|---|---|---|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
5,897
shares
|
$311,479
0.03% of portfolio
|
Q4 2024
Added 3.82%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Jan 17, 2025 Q4 2024 |
5,895
shares
|
$311,373
0.21% of portfolio
|
Q4 2024
Reduced 22.35%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
5,879
shares
|
$310,528
0.01% of portfolio
|
Q4 2024
Reduced 2.39%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
5,872
shares
|
$310,159
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
5,862
shares
|
$309,630
0.02% of portfolio
|
Q4 2022
Added 56.4%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Jan 14, 2025 Q4 2024 |
5,820
shares
|
$307,412
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Chris Bulman Inc
Roseville, CA |
Oct 22, 2024 Q3 2024 |
5,814
shares
|
$307,095
0.21% of portfolio
|
Q3 2024
Reduced 48.56%
|
|
|
First Community Trust Na
|
Jan 14, 2025 Q4 2024 |
5,804
shares
|
$306,567
0.21% of portfolio
|
Q2 2024
New holding
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
5,803
shares
|
$306,514
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Absolute Capital Management, LLC
|
Nov 08, 2024 Q3 2024 |
5,747
shares
|
$303,556
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 08, 2024 Q3 2024 |
5,745
shares
|
$303,450
0.02% of portfolio
|
Q3 2024
Reduced 21.24%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
5,743
shares
|
$303,345
0.01% of portfolio
|
Q1 2024
Added 3.74%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
5,743
shares
|
$303,345
0.07% of portfolio
|
Q3 2024
Reduced 6.31%
|
|
|
Sharper & Granite LLC
El Segundo, CA |
Jan 13, 2025 Q4 2024 |
5,733
shares
|
$302,817
0.13% of portfolio
|
Q4 2024
Reduced 1.71%
|
|
|
Caprock Group, Inc.
|
Jan 23, 2025 Q4 2024 |
5,686
shares
|
$300,334
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
5,685
shares
|
$300,281
0.01% of portfolio
|
Q3 2024
Reduced 46.55%
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
5,676
shares
|
$299,806
0.05% of portfolio
|
Q4 2024
Added 5.64%
|
|
|
Sfg Wealth Management, Llc.
|
Jan 16, 2025 Q4 2024 |
5,645
shares
|
$298,168
0.16% of portfolio
|
Q4 2024
Added 28.0%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
5,645
shares
|
$298,168
0.13% of portfolio
|
Q3 2024
Reduced 3.16%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
Jan 15, 2025 Q4 2024 |
5,622
shares
|
$296,954
0.11% of portfolio
|
Q4 2022
New holding
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 05, 2024 Q3 2024 |
5,611
shares
|
$296,373
0.02% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
5,498
shares
|
$290,404
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Tranquility Partners, LLC
|
Jan 29, 2025 Q4 2024 |
5,471
shares
|
$288,978
0.11% of portfolio
|
Q4 2023
Reduced 20.47%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
5,422
shares
|
$286,390
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Interchange Capital Partners, LLC
|
Oct 28, 2024 Q3 2024 |
5,403
shares
|
$285,386
0.1% of portfolio
|
Q1 2024
Added 0.39%
|