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 |
|---|---|---|---|---|---|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
5,382
shares
|
$275,773
0.01% of portfolio
|
Q1 2025
Reduced 8.45%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
5,368
shares
|
$275,056
0.0% of portfolio
|
Q1 2025
Added 5.65%
|
|
|
Sterling Investment Counsel, LLC
|
Apr 21, 2025 Q1 2025 |
5,354
shares
|
$274,338
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Davenport & CO LLC
|
Apr 28, 2025 Q1 2025 |
5,317
shares
|
$272,443
0.0% of portfolio
|
Q1 2025
Added 0.74%
|
|
|
Stack Financial Management, Inc
|
May 02, 2025 Q1 2025 |
5,300
shares
|
$271,572
0.02% of portfolio
|
Q1 2025
Reduced 6.09%
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
5,277
shares
|
$270,393
0.1% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
ETF Store, Inc.
|
May 05, 2025 Q1 2025 |
5,257
shares
|
$269,368
0.34% of portfolio
|
Q1 2025
Added 2.66%
|
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
5,257
shares
|
$269,368
0.04% of portfolio
|
Q1 2025
Reduced 7.38%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
May 13, 2025 Q1 2025 |
5,228
shares
|
$267,882
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Zega Financial, LLC
Palm Beach Gardens, FL |
Nov 14, 2024 Q3 2024 |
5,217
shares
|
$267,319
0.04% of portfolio
|
Q3 2024
Reduced 13.83%
|
|
|
Erickson Financial Group, LLC
Allentown, PA |
Apr 15, 2025 Q1 2025 |
5,182
shares
|
$265,525
0.2% of portfolio
|
Q2 2024
Reduced 34.1%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Apr 14, 2025 Q1 2025 |
5,171
shares
|
$264,962
0.03% of portfolio
|
Q1 2025
Added 18.82%
|
|
|
Tranquility Partners, LLC
|
Apr 24, 2025 Q1 2025 |
5,168
shares
|
$264,808
0.1% of portfolio
|
Q1 2025
Reduced 5.54%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
May 15, 2025 Q1 2025 |
5,159
shares
|
$264,347
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Square, LLC
|
May 14, 2025 Q1 2025 |
5,158
shares
|
$264,295
0.16% of portfolio
|
Q1 2025
Added 10.83%
|
|
|
Integrated Capital Management, Inc.
|
Apr 09, 2025 Q1 2025 |
5,156
shares
|
$264,193
0.22% of portfolio
|
Q1 2025
Added 3.51%
|
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
5,155
shares
|
$264,142
0.01% of portfolio
|
Q1 2025
Reduced 16.18%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
5,154
shares
|
$264,090
0.01% of portfolio
|
Q1 2025
Reduced 8.45%
|
|
|
Cambridge Advisors Inc.
|
Apr 24, 2025 Q1 2025 |
5,130
shares
|
$262,861
0.06% of portfolio
|
Q4 2023
Reduced 4.59%
|
|
|
Legacy Financial Advisors, Inc.
|
May 14, 2025 Q1 2025 |
5,121
shares
|
$262,400
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Byrne Financial Freedom, LLC
Franklin, MA |
Apr 29, 2025 Q1 2025 |
5,100
shares
|
$261,324
0.15% of portfolio
|
Q1 2025
Reduced 3.77%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
5,090
shares
|
$260,811
0.01% of portfolio
|
Q4 2023
Added 0.61%
|
|
|
Keybank National Association
|
Apr 28, 2025 Q1 2025 |
5,082
shares
|
$260,401
0.0% of portfolio
|
Q1 2025
Reduced 6.2%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
May 12, 2025 Q1 2025 |
5,029
shares
|
$257,685
0.13% of portfolio
|
Q4 2024
Reduced 5.66%
|
|
|
Droms Strauss Advisors Inc
St. Louis, MO |
May 02, 2025 Q1 2025 |
5,021
shares
|
$257,276
0.09% of portfolio
|
Q1 2023
New holding
|