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 |
|---|---|---|---|---|---|
|
Soltis Investment Advisors LLC
St. George, UT |
May 13, 2025 Q1 2025 |
7,137
shares
|
$365,699
0.03% of portfolio
|
Q1 2025
Reduced 0.4%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
7,136
shares
|
$365,648
0.0% of portfolio
|
Q2 2024
Reduced 2.85%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
May 15, 2025 Q1 2025 |
7,132
shares
|
$365,443
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Scs Capital Management LLC
Boston, MA |
May 19, 2025 Q1 2025 |
7,131
shares
|
$365,392
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
7,116
shares
|
$364,623
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
May 13, 2025 Q1 2025 |
7,103
shares
|
$363,957
0.09% of portfolio
|
Q1 2025
Reduced 75.71%
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
7,101
shares
|
$363,855
0.0% of portfolio
|
Q1 2025
Reduced 19.48%
|
|
|
Iowa State Bank
|
Apr 09, 2025 Q1 2025 |
7,100
shares
|
$363,804
0.08% of portfolio
|
Q2 2024
Reduced 4.05%
|
|
|
Mc Mill Wealth Management
Norfolk, NE |
May 09, 2025 Q1 2025 |
7,054
shares
|
$361,446
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Truepoint, Inc.
|
May 12, 2025 Q1 2025 |
7,030
shares
|
$360,217
0.01% of portfolio
|
Q1 2025
Reduced 9.38%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Apr 18, 2025 Q1 2025 |
7,018
shares
|
$359,602
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Vanguard Group Inc
Valley Forge, PA |
May 09, 2025 Q1 2025 |
7,002
shares
|
$358,782
0.0% of portfolio
|
Q1 2025
Added 20.68%
|
|
|
Wealth Advisory Solutions, LLC
|
Apr 30, 2025 Q1 2025 |
6,952
shares
|
$356,220
0.09% of portfolio
|
Q1 2025
Added 2.84%
|
|
|
Mustard Seed Financial, LLC
Magnolia, AR |
May 12, 2025 Q1 2025 |
6,948
shares
|
$356,015
0.29% of portfolio
|
Q1 2025
Added 0.49%
|
|
|
Grandview Asset Management LLC
|
Apr 21, 2025 Q1 2025 |
6,819
shares
|
$349,405
0.13% of portfolio
|
Q1 2025
Added 2.66%
|
|
|
Greystone Financial Group, LLC
|
Apr 14, 2025 Q1 2025 |
6,790
shares
|
$347,919
0.06% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
May 12, 2025 Q1 2025 |
6,753
shares
|
$346,023
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
May 12, 2025 Q1 2025 |
6,743
shares
|
$345,511
0.14% of portfolio
|
Q1 2025
Reduced 3.46%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
6,737
shares
|
$345,203
0.0% of portfolio
|
Q1 2025
Reduced 38.76%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
May 01, 2025 Q1 2025 |
6,726
shares
|
$344,640
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Twelve Points Wealth Management LLC
|
Apr 30, 2025 Q1 2025 |
6,685
shares
|
$342,539
0.1% of portfolio
|
Q1 2025
Reduced 1.12%
|
|
|
Km Capital Management Ltd.
Austin, TX |
May 02, 2025 Q1 2025 |
6,605
shares
|
$338,440
0.18% of portfolio
|
Q1 2025
Added 30.33%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
May 01, 2025 Q1 2025 |
6,590
shares
|
$337,671
0.16% of portfolio
|
Q1 2025
Added 29.9%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
6,573
shares
|
$336,800
0.02% of portfolio
|
Q1 2025
Reduced 1.01%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
May 14, 2025 Q1 2025 |
6,567
shares
|
$336,493
0.07% of portfolio
|
Q1 2025
Added 14.35%
|