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 |
|---|---|---|---|---|---|
|
Km Capital Management Ltd.
Austin, TX |
Nov 14, 2024 Q3 2024 |
4,876
shares
|
$257,550
0.14% of portfolio
|
Q3 2024
Reduced 20.82%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Jan 21, 2025 Q4 2024 |
4,860
shares
|
$256,705
0.04% of portfolio
|
Q4 2024
Reduced 3.44%
|
|
|
Star Financial Bank
Fort Wayne, IN |
Nov 08, 2024 Q3 2024 |
4,832
shares
|
$255,226
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Management Network Inc
|
Oct 23, 2024 Q3 2024 |
4,810
shares
|
$254,064
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Stiles Financial Services Inc
|
Jan 28, 2025 Q4 2024 |
4,774
shares
|
$252,162
0.09% of portfolio
|
Q4 2024
Reduced 3.61%
|
|
|
Venture Visionary Partners LLC
|
Oct 21, 2024 Q3 2024 |
4,730
shares
|
$249,838
0.01% of portfolio
|
Q3 2024
Reduced 1.99%
|
|
|
Fusion Family Wealth LLC
|
Jan 27, 2025 Q4 2024 |
4,706
shares
|
$248,570
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
4,664
shares
|
$246,352
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Principle Wealth Partners LLC
|
Jan 29, 2025 Q4 2024 |
4,648
shares
|
$245,507
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Valued Retirements, Inc.
Houston, TX |
Nov 14, 2024 Q3 2024 |
4,631
shares
|
$244,609
0.34% of portfolio
|
Q3 2024
New holding
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Jan 14, 2025 Q4 2024 |
4,624
shares
|
$244,239
0.06% of portfolio
|
Q4 2024
Added 0.65%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Jan 17, 2025 Q4 2024 |
4,568
shares
|
$241,281
0.03% of portfolio
|
Q4 2024
Reduced 2.58%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Jan 15, 2025 Q4 2024 |
4,546
shares
|
$240,119
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 09, 2024 Q3 2024 |
4,539
shares
|
$239,749
0.03% of portfolio
|
Q3 2024
Reduced 17.04%
|
|
|
Smart Wealth LLC
Omaha, NE |
Jan 28, 2025 Q4 2024 |
4,534
shares
|
$239,485
0.08% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
4,520
shares
|
$238,746
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Jan 23, 2025 Q4 2024 |
4,507
shares
|
$238,059
0.0% of portfolio
|
Q4 2024
Reduced 49.11%
|
|
|
Costello Asset Management, Inc
|
Jan 24, 2025 Q4 2024 |
4,503
shares
|
$237,848
0.15% of portfolio
|
Q4 2024
Reduced 26.08%
|
|
|
Rkl Wealth Management LLC
|
Nov 01, 2024 Q3 2024 |
4,459
shares
|
$235,524
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
ETF Store, Inc.
|
Nov 07, 2024 Q3 2024 |
4,459
shares
|
$235,524
0.25% of portfolio
|
Q3 2024
Added 2.2%
|
|
|
Norris Perne & French LLP
Grand Rapids, MI |
Jan 23, 2025 Q4 2024 |
4,451
shares
|
$235,101
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
4,352
shares
|
$229,872
0.04% of portfolio
|
Q2 2022
Reduced 12.17%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Jan 21, 2025 Q4 2024 |
4,352
shares
|
$229,872
0.02% of portfolio
|
Q4 2024
Reduced 0.27%
|
|
|
Northwest Capital Management Inc
|
Oct 15, 2024 Q3 2024 |
4,324
shares
|
$228,393
0.08% of portfolio
|
Q2 2024
Reduced 14.58%
|
|
|
Howard Capital Management Group, LLC
|
Jan 16, 2025 Q4 2024 |
4,273
shares
|
$225,699
0.01% of portfolio
|
Q1 2024
New holding
|