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 |
|---|---|---|---|---|---|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
6,563
shares
|
$336,288
0.05% of portfolio
|
Q1 2025
Added 10.12%
|
|
|
Mascagni Wealth Management, Inc.
Clinton, MS |
Apr 22, 2025 Q1 2025 |
6,533
shares
|
$334,750
0.33% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Wolf Group Capital Advisors
|
Apr 18, 2025 Q1 2025 |
6,525
shares
|
$334,341
0.11% of portfolio
|
Q1 2025
Reduced 31.06%
|
|
|
Vawter Financial, Ltd.
Columbus, OH |
May 07, 2025 Q1 2025 |
6,511
shares
|
$333,623
0.19% of portfolio
|
Q1 2025
Reduced 1.36%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
6,466
shares
|
$331,317
0.01% of portfolio
|
Q1 2025
Added 0.87%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
6,440
shares
|
$329,985
0.01% of portfolio
|
Q1 2025
Added 4.72%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
6,436
shares
|
$329,780
0.01% of portfolio
|
Q1 2025
Added 1.23%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
6,354
shares
|
$325,578
0.03% of portfolio
|
Q2 2022
Reduced 53.71%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
May 01, 2025 Q1 2025 |
6,354
shares
|
$325,578
0.01% of portfolio
|
Q1 2024
Reduced 28.69%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Apr 15, 2025 Q1 2025 |
6,341
shares
|
$324,912
0.01% of portfolio
|
Q1 2025
Added 39.49%
|
|
|
Old Second National Bank Of Aurora
|
Apr 21, 2025 Q1 2025 |
6,308
shares
|
$323,221
0.09% of portfolio
|
Q1 2025
Reduced 3.91%
|
|
|
Claro Advisors LLC
Boston, MA |
May 12, 2025 Q1 2025 |
6,299
shares
|
$322,760
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Hengehold Capital Management LLC
|
Apr 17, 2025 Q1 2025 |
6,255
shares
|
$320,506
0.03% of portfolio
|
Q1 2025
Reduced 48.32%
|
|
|
Lcnb Corp
Lebanon, OH |
May 12, 2025 Q1 2025 |
6,250
shares
|
$320,250
0.12% of portfolio
|
Q1 2025
Added 25.0%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
6,235
shares
|
$319,481
0.01% of portfolio
|
Q1 2025
Reduced 95.67%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
6,218
shares
|
$318,610
0.16% of portfolio
|
Q1 2025
Added 20.29%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Feb 14, 2025 Q4 2024 |
6,186
shares
|
$316,970
0.16% of portfolio
|
Q4 2024
Added 15.02%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
6,145
shares
|
$314,869
0.13% of portfolio
|
Q1 2025
Reduced 11.92%
|
|
|
Berkeley, Inc
Boise, ID |
May 01, 2025 Q1 2025 |
6,104
shares
|
$312,768
0.15% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
May 01, 2025 Q1 2025 |
6,092
shares
|
$312,154
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Ieq Capital, LLC
|
May 14, 2025 Q1 2025 |
5,995
shares
|
$307,183
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Focused Wealth Management, Inc
|
May 01, 2025 Q1 2025 |
5,987
shares
|
$306,773
0.04% of portfolio
|
Q1 2025
Reduced 5.85%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Apr 28, 2025 Q1 2025 |
5,962
shares
|
$305,492
0.03% of portfolio
|
Q1 2025
Reduced 17.91%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
5,934
shares
|
$304,058
0.02% of portfolio
|
Q1 2025
Added 1.06%
|
|
|
Essex Savings Bank
|
Apr 21, 2025 Q1 2025 |
5,913
shares
|
$302,982
0.08% of portfolio
|
Q1 2025
Reduced 0.92%
|