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 |
|---|---|---|---|---|---|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
3,383
shares
|
$173,344
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
3,323
shares
|
$170,270
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Apr 30, 2025 Q1 2025 |
3,275
shares
|
$167,811
0.03% of portfolio
|
Q1 2025
Added 10.08%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
3,242
shares
|
$166,120
0.01% of portfolio
|
Q1 2025
Reduced 26.49%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
May 07, 2025 Q1 2025 |
3,228
shares
|
$165,402
0.02% of portfolio
|
Q3 2024
Reduced 6.68%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
3,133
shares
|
$160,534
0.02% of portfolio
|
Q1 2025
Added 582.57%
|
|
|
Prairie View Partners, LLC
|
May 09, 2025 Q1 2025 |
3,131
shares
|
$160,432
0.02% of portfolio
|
Q1 2025
Reduced 13.05%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
3,108
shares
|
$159,253
0.06% of portfolio
|
Q1 2025
Added 162.28%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
3,034
shares
|
$155,462
0.01% of portfolio
|
Q1 2025
Reduced 13.14%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
May 07, 2025 Q1 2025 |
3,026
shares
|
$155,052
0.12% of portfolio
|
Q2 2023
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
3,021
shares
|
$154,796
0.0% of portfolio
|
Q1 2025
Reduced 13.36%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
May 15, 2025 Q1 2025 |
2,939
shares
|
$150,594
0.01% of portfolio
|
Q1 2025
Reduced 17.97%
|
|
|
Indiana Trust & Investment Management CO
|
May 21, 2025 Q1 2025 |
2,879
shares
|
$147,519
0.05% of portfolio
|
Q2 2024
Reduced 8.75%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
2,800
shares
|
$143,472
0.02% of portfolio
|
Q2 2023
Added 86.67%
|
|
|
Von Borstel & Associates, Inc.
The Dalles, OR |
Apr 29, 2025 Q1 2025 |
2,769
shares
|
$141,883
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
2,710
shares
|
$138,860
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Operose Advisors LLC
Milwaukee, WI |
May 12, 2025 Q1 2025 |
2,675
shares
|
$137,067
0.05% of portfolio
|
Q1 2025
Reduced 5.31%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
2,587
shares
|
$132,557
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
2,471
shares
|
$126,614
0.01% of portfolio
|
Q1 2025
Reduced 2.45%
|
|
|
Clear Investment Research, LLC
|
May 09, 2025 Q1 2025 |
2,364
shares
|
$121,131
0.16% of portfolio
|
Q1 2025
Added 0.34%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
2,351
shares
|
$120,465
0.0% of portfolio
|
Q1 2025
Added 55.9%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
2,330
shares
|
$119,389
0.1% of portfolio
|
Q1 2025
Reduced 4.7%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
May 14, 2025 Q1 2025 |
2,303
shares
|
$118,005
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Urban Financial Advisory Corp
Chicago, IL |
May 15, 2025 Q1 2025 |
2,248
shares
|
$115,187
0.06% of portfolio
|
Q1 2025
Added 11.01%
|
|
|
Heritage Wealth Advisors
|
May 08, 2025 Q1 2025 |
2,200
shares
|
$112,728
0.01% of portfolio
|
Q2 2024
Added 543.27%
|