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 |
|---|---|---|---|---|---|
|
Lex Aurum Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
4,328
shares
|
$221,766
0.04% of portfolio
|
Q1 2025
Added 4.47%
|
|
|
Walkner Condon Financial Advisors LLC
|
Apr 22, 2025 Q1 2025 |
4,316
shares
|
$221,151
0.05% of portfolio
|
Q1 2025
Added 4.88%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Apr 14, 2025 Q1 2025 |
4,276
shares
|
$219,102
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Howard Capital Management Group, LLC
|
Apr 16, 2025 Q1 2025 |
4,273
shares
|
$218,948
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Marshall Investment Management, LLC
Littleton, CO |
May 07, 2025 Q1 2025 |
4,263
shares
|
$218,436
0.14% of portfolio
|
Q1 2025
Reduced 97.28%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Apr 15, 2025 Q1 2025 |
4,244
shares
|
$217,462
0.01% of portfolio
|
Q1 2025
Reduced 1.69%
|
|
|
Choate Investment Advisors
Boston, MA |
May 14, 2025 Q1 2025 |
4,219
shares
|
$216,181
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Apr 30, 2025 Q1 2025 |
4,165
shares
|
$213,414
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
4,094
shares
|
$209,776
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Zega Investments, LLC
Palm Beach Gardens, FL |
May 14, 2025 Q1 2025 |
4,094
shares
|
$209,776
0.03% of portfolio
|
Q1 2025
Reduced 1.13%
|
|
|
Second Line Capital, LLC
Metairie, LA |
May 15, 2025 Q1 2025 |
4,079
shares
|
$209,007
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Veracity Capital LLC
|
Apr 10, 2025 Q1 2025 |
4,076
shares
|
$208,854
0.08% of portfolio
|
Q1 2025
Reduced 3.04%
|
|
|
Atwood & Palmer Inc
|
Apr 15, 2025 Q1 2025 |
4,071
shares
|
$208,598
0.01% of portfolio
|
Q2 2024
Added 8.13%
|
|
|
Vista Investment Management
Pittsburgh, PA |
May 15, 2025 Q1 2025 |
4,035
shares
|
$206,753
0.08% of portfolio
|
Q1 2025
Reduced 1.44%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
May 05, 2025 Q1 2025 |
4,028
shares
|
$206,394
0.06% of portfolio
|
Q1 2025
Reduced 12.89%
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
May 08, 2025 Q1 2025 |
4,021
shares
|
$206,036
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Delta Capital Management LLC
|
Apr 16, 2025 Q1 2025 |
4,000
shares
|
$204,960
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
3,923
shares
|
$201,014
0.02% of portfolio
|
Q2 2024
Added 17.24%
|
|
|
Glassman Wealth Services
|
May 08, 2025 Q1 2025 |
3,833
shares
|
$196,402
0.03% of portfolio
|
Q1 2024
Added 59.05%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Apr 22, 2025 Q1 2025 |
3,816
shares
|
$195,531
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
3,795
shares
|
$194,455
0.05% of portfolio
|
Q2 2024
Added 105.14%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Apr 22, 2025 Q1 2025 |
3,693
shares
|
$189,229
0.03% of portfolio
|
Q1 2025
Reduced 1.49%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
3,546
shares
|
$181,697
0.01% of portfolio
|
Q3 2024
Added 1.14%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
3,503
shares
|
$179,493
0.1% of portfolio
|
Q2 2024
Reduced 96.2%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Apr 22, 2025 Q1 2025 |
3,450
shares
|
$176,778
0.05% of portfolio
|
Q1 2024
Added 76.92%
|