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 |
|---|---|---|---|---|---|
|
Bare Financial Services, Inc
Gap, PA |
May 12, 2025 Q1 2025 |
2,000
shares
|
$102,480
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
1,994
shares
|
$102,172
0.08% of portfolio
|
Q4 2024
Reduced 93.24%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
May 13, 2025 Q1 2025 |
1,917
shares
|
$98,227
0.03% of portfolio
|
Q3 2023
Reduced 10.75%
|
|
|
Trust CO Of Vermont
|
Apr 24, 2025 Q1 2025 |
1,912
shares
|
$97,970
0.0% of portfolio
|
Q1 2025
Reduced 6.64%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
1,693
shares
|
$86,749
0.01% of portfolio
|
Q2 2024
Added 0.47%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,641
shares
|
$84,084
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Future Financial Wealth Managment LLC
|
Apr 09, 2025 Q1 2025 |
1,627
shares
|
$83,367
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Apr 29, 2025 Q1 2025 |
1,625
shares
|
$83,265
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Main Street Group, LTD
Glen Allen, VA |
May 14, 2025 Q1 2025 |
1,620
shares
|
$83,008
0.04% of portfolio
|
Q1 2025
Reduced 18.06%
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Apr 30, 2025 Q1 2025 |
1,620
shares
|
$83,008
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
1,583
shares
|
$81,112
0.0% of portfolio
|
Q1 2025
Added 746.52%
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
May 09, 2025 Q1 2025 |
1,514
shares
|
$77,577
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
May 07, 2025 Q1 2025 |
1,506
shares
|
$77,167
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Nvwm, LLC
|
May 07, 2025 Q1 2025 |
1,461
shares
|
$74,861
0.02% of portfolio
|
Q1 2022
Reduced 28.56%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
1,432
shares
|
$73,375
0.0% of portfolio
|
Q1 2025
Added 1201.82%
|
|
|
Abound Wealth Management
Franklin, TN |
Apr 17, 2025 Q1 2025 |
1,408
shares
|
$72,145
0.02% of portfolio
|
Q4 2024
Added 458.73%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
May 02, 2025 Q1 2025 |
1,366
shares
|
$69,993
0.01% of portfolio
|
Q1 2025
Added 1545.78%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
1,350
shares
|
$69,174
0.02% of portfolio
|
Q1 2025
Reduced 3.09%
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Apr 16, 2025 Q1 2025 |
1,322
shares
|
$67,739
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Thompson Investment Management, Inc.
|
Apr 15, 2025 Q1 2025 |
1,279
shares
|
$65,535
0.01% of portfolio
|
Q1 2025
Reduced 44.44%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
1,278
shares
|
$65,484
0.0% of portfolio
|
Q4 2024
Reduced 9.23%
|
|
|
Family Management Corp
New York, NY |
May 15, 2025 Q1 2025 |
1,266
shares
|
$64,869
0.01% of portfolio
|
Q3 2023
Reduced 28.56%
|
|
|
Claremont Financial Group, Inc.
Claremont, CA |
Aug 15, 2022 Q1 2022 |
1,250
shares
|
$64,050
0.22% of portfolio
|
Q1 2022
Added 25.0%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
1,212
shares
|
$62,102
0.01% of portfolio
|
Q4 2024
Reduced 40.5%
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
1,208
shares
|
$61,897
0.0% of portfolio
|
Q1 2025
Added 475.24%
|