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 1,008 institutions that hold shares in the stock, with a total of 406 Million shares, which have been reported (via 13F filing form) to have a value of $21.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Aspire Private Capital, LLC
|
Oct 25, 2024 Q3 2024 |
781
shares
|
$41,900
0.01% of portfolio
|
Q3 2024
Reduced 71.84%
|
|
|
Fwl Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
735
shares
|
$39,432
0.01% of portfolio
|
Q3 2024
Reduced 40.73%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 15, 2024 Q3 2024 |
727
shares
|
$39,003
0.0% of portfolio
|
Q3 2024
Reduced 65.79%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
720
shares
|
$38,628
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Nov 14, 2024 Q3 2024 |
688
shares
|
$36,911
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 15, 2024 Q3 2024 |
688
shares
|
$36,911
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
676
shares
|
$36,267
0.0% of portfolio
|
Q3 2024
Reduced 52.99%
|
|
|
Wolff Wiese Magana LLC
|
Oct 16, 2024 Q3 2024 |
653
shares
|
$35,033
0.02% of portfolio
|
Q4 2023
Reduced 4.81%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
651
shares
|
$34,926
0.0% of portfolio
|
Q4 2022
Added 0.62%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 29, 2024 Q3 2024 |
643
shares
|
$34,496
0.02% of portfolio
|
Q3 2024
Reduced 34.32%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
625
shares
|
$33,531
0.0% of portfolio
|
Q3 2024
Reduced 15.31%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Oct 11, 2024 Q3 2024 |
624
shares
|
$33,477
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
620
shares
|
$33,263
0.01% of portfolio
|
Q3 2024
Added 0.49%
|
|
|
Flaharty Asset Management, LLC
|
Oct 18, 2024 Q3 2024 |
617
shares
|
$33,102
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
591
shares
|
$31,707
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
571
shares
|
$30,634
0.0% of portfolio
|
Q2 2023
Added 0.53%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
569
shares
|
$30,526
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2024 Q3 2024 |
569
shares
|
$30,526
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Oct 18, 2024 Q3 2024 |
548
shares
|
$29,400
0.01% of portfolio
|
Q3 2024
Reduced 91.61%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
544
shares
|
$29,185
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 17, 2024 Q3 2024 |
544
shares
|
$29,185
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Oct 29, 2024 Q3 2024 |
535
shares
|
$28,702
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Nov 04, 2024 Q3 2024 |
509
shares
|
$27,307
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Oct 08, 2024 Q3 2024 |
492
shares
|
$26,395
0.02% of portfolio
|
Q3 2024
Reduced 20.9%
|
|
|
Central Trust CO
Jefferson City, MO |
Oct 22, 2024 Q3 2024 |
491
shares
|
$26,342
0.0% of portfolio
|
Q3 2024
Added 199.39%
|