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 |
|---|---|---|---|---|---|
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
Jul 18, 2023 Q2 2023 |
5,900
shares
|
$302,316
0.25% of portfolio
|
Q2 2023
New holding
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
5,895
shares
|
$302,059
0.2% of portfolio
|
Q4 2024
Reduced 22.35%
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Apr 17, 2025 Q1 2025 |
5,880
shares
|
$301,291
0.07% of portfolio
|
Q1 2025
Reduced 0.64%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
5,862
shares
|
$300,368
0.02% of portfolio
|
Q4 2022
Added 56.4%
|
|
|
Goal Vest Advisory LLC
|
Apr 07, 2025 Q1 2025 |
5,860
shares
|
$300,266
0.08% of portfolio
|
Q1 2025
Reduced 0.98%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Apr 10, 2025 Q1 2025 |
5,820
shares
|
$298,216
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
First Community Trust Na
|
Apr 08, 2025 Q1 2025 |
5,804
shares
|
$297,396
0.26% of portfolio
|
Q2 2024
New holding
|
|
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
May 13, 2025 Q1 2025 |
5,792
shares
|
$296,782
0.22% of portfolio
|
Q1 2025
Added 39.0%
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
May 01, 2025 Q1 2025 |
5,747
shares
|
$294,476
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
5,743
shares
|
$294,271
0.01% of portfolio
|
Q1 2024
Added 3.74%
|
|
|
Mma Asset Management LLC
New York, NY |
May 08, 2025 Q1 2025 |
5,734
shares
|
$293,810
0.12% of portfolio
|
Q1 2025
Reduced 1.1%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
5,731
shares
|
$293,656
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Sharper & Granite LLC
El Segundo, CA |
Apr 29, 2025 Q1 2025 |
5,683
shares
|
$291,196
0.12% of portfolio
|
Q1 2025
Reduced 0.87%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
May 09, 2025 Q1 2025 |
5,680
shares
|
$291,043
0.03% of portfolio
|
Q1 2025
Reduced 3.68%
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
5,657
shares
|
$289,864
0.01% of portfolio
|
Q1 2025
Reduced 8.21%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
May 09, 2025 Q1 2025 |
5,622
shares
|
$288,071
0.11% of portfolio
|
Q4 2022
New holding
|
|
|
Sfg Wealth Management, Llc.
|
Apr 23, 2025 Q1 2025 |
5,621
shares
|
$288,020
0.15% of portfolio
|
Q1 2025
Reduced 0.43%
|
|
|
Chris Bulman Inc
Roseville, CA |
Apr 15, 2025 Q1 2025 |
5,577
shares
|
$285,765
0.18% of portfolio
|
Q1 2025
Reduced 2.16%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
5,563
shares
|
$285,048
0.01% of portfolio
|
Q1 2025
Reduced 34.49%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
May 12, 2025 Q1 2025 |
5,558
shares
|
$284,791
0.02% of portfolio
|
Q1 2025
Reduced 2.03%
|
|
|
Interchange Capital Partners, LLC
|
Apr 29, 2025 Q1 2025 |
5,501
shares
|
$281,871
0.08% of portfolio
|
Q4 2024
Added 1.81%
|
|
|
Accurate Wealth Management, LLC
|
Apr 14, 2025 Q1 2025 |
5,491
shares
|
$281,358
0.06% of portfolio
|
Q1 2025
Reduced 13.54%
|
|
|
Wise Wealth Partners
Phoenix, AZ |
Apr 25, 2025 Q1 2025 |
5,476
shares
|
$280,590
0.67% of portfolio
|
Q1 2025
Reduced 0.27%
|
|
|
Accel Wealth Management
|
Apr 10, 2025 Q1 2025 |
5,475
shares
|
$280,539
0.1% of portfolio
|
Q1 2025
Reduced 17.67%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
5,422
shares
|
$277,823
0.01% of portfolio
|
Q4 2022
New holding
|