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 |
|---|---|---|---|---|---|
|
Tactive Advisors, LLC
Jacksonville, FL |
Jun 04, 2024 Q1 2024 |
5,000
shares
|
$256,200
0.13% of portfolio
|
Q1 2024
New holding
|
|
|
Signature Estate & Investment Advisors LLC
|
May 15, 2025 Q1 2025 |
4,983
shares
|
$255,328
0.01% of portfolio
|
Q1 2025
Added 3.73%
|
|
|
Chicago Wealth Management, Inc.
Chicago, IL |
May 14, 2025 Q1 2025 |
4,949
shares
|
$253,586
0.14% of portfolio
|
Q1 2023
New holding
|
|
|
Leo Wealth, LLC
Hurst, TX |
May 02, 2025 Q1 2025 |
4,855
shares
|
$248,770
0.04% of portfolio
|
Q1 2025
Reduced 35.99%
|
|
|
Norris Perne & French LLP
Grand Rapids, MI |
Apr 21, 2025 Q1 2025 |
4,854
shares
|
$248,718
0.02% of portfolio
|
Q1 2025
Added 9.05%
|
|
|
Star Financial Bank
Fort Wayne, IN |
May 05, 2025 Q1 2025 |
4,832
shares
|
$247,591
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
May 07, 2025 Q1 2025 |
4,825
shares
|
$247,233
0.01% of portfolio
|
Q1 2025
Added 19.88%
|
|
|
Stiles Financial Services Inc
|
Apr 22, 2025 Q1 2025 |
4,812
shares
|
$246,566
0.1% of portfolio
|
Q1 2025
Added 0.8%
|
|
|
Smart Wealth LLC
Omaha, NE |
Apr 29, 2025 Q1 2025 |
4,795
shares
|
$245,695
0.09% of portfolio
|
Q1 2025
Added 5.76%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
May 14, 2025 Q1 2025 |
4,757
shares
|
$243,748
0.0% of portfolio
|
Q1 2025
Added 5.55%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
May 14, 2025 Q1 2025 |
4,734
shares
|
$242,570
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Fusion Family Wealth LLC
|
Apr 28, 2025 Q1 2025 |
4,706
shares
|
$241,135
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
4,664
shares
|
$238,983
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Apella Capital, LLC
|
Apr 10, 2025 Q1 2025 |
4,658
shares
|
$238,675
0.01% of portfolio
|
Q1 2025
Reduced 70.1%
|
|
|
Valued Retirements, Inc.
Houston, TX |
May 07, 2025 Q1 2025 |
4,631
shares
|
$237,292
0.31% of portfolio
|
Q3 2024
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
4,620
shares
|
$236,728
0.02% of portfolio
|
Q1 2025
Added 64.71%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Apr 23, 2025 Q1 2025 |
4,568
shares
|
$234,064
0.03% of portfolio
|
Q4 2024
Reduced 2.58%
|
|
|
Principle Wealth Partners LLC
|
May 06, 2025 Q1 2025 |
4,534
shares
|
$232,322
0.02% of portfolio
|
Q1 2025
Reduced 2.45%
|
|
|
Grantvest Financial Group LLC
Matawan, NJ |
May 08, 2025 Q1 2025 |
4,507
shares
|
$230,938
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Costello Asset Management, Inc
|
May 09, 2025 Q1 2025 |
4,505
shares
|
$230,836
0.09% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Apr 17, 2025 Q1 2025 |
4,501
shares
|
$230,631
0.03% of portfolio
|
Q1 2025
Reduced 7.39%
|
|
|
Northwest Capital Management Inc
|
May 01, 2025 Q1 2025 |
4,382
shares
|
$224,533
0.1% of portfolio
|
Q1 2025
Added 0.92%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Apr 21, 2025 Q1 2025 |
4,365
shares
|
$223,662
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Valley National Advisers Inc
|
Apr 25, 2025 Q1 2025 |
4,352
shares
|
$222,996
0.04% of portfolio
|
Q2 2022
Reduced 12.17%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Apr 17, 2025 Q1 2025 |
4,331
shares
|
$221,920
0.02% of portfolio
|
Q1 2025
Added 1.45%
|