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 1,009 institutions that hold shares in the stock, with a total of 407 Million shares, which have been reported (via 13F filing form) to have a value of $22.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Paladin Advisory Group, LLC
|
Nov 05, 2024 Q3 2024 |
254
shares
|
$13,886
0.01% of portfolio
|
Q1 2024
Reduced 9.61%
|
|
|
Abound Wealth Management
Franklin, TN |
Nov 04, 2024 Q3 2024 |
252
shares
|
$13,776
0.0% of portfolio
|
Q1 2024
Reduced 34.2%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2024 Q3 2024 |
239
shares
|
$13,066
0.0% of portfolio
|
Q3 2024
Added 85.27%
|
|
|
Washington Trust CO
|
Oct 25, 2024 Q3 2024 |
225
shares
|
$12,300
0.0% of portfolio
|
Q3 2023
Reduced 68.4%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
220
shares
|
$12,027
0.0% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 18, 2024 Q3 2024 |
220
shares
|
$12,027
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
214
shares
|
$11,699
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
209
shares
|
$11,426
0.0% of portfolio
|
Q3 2024
Added 143.02%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 18, 2024 Q3 2024 |
206
shares
|
$11,262
0.0% of portfolio
|
Q3 2024
Added 0.49%
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
202
shares
|
$11,043
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Cnb Bank
Clearfield, PA |
Oct 18, 2024 Q3 2024 |
193
shares
|
$10,551
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Oct 21, 2024 Q3 2024 |
166
shares
|
$9,075
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
154
shares
|
$8,419
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Oct 16, 2024 Q3 2024 |
135
shares
|
$7,380
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
120
shares
|
$6,560
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Eastern Bank
|
Oct 21, 2024 Q3 2024 |
120
shares
|
$6,560
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
120
shares
|
$6,560
0.0% of portfolio
|
Q1 2023
Reduced 50.21%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 08, 2024 Q3 2024 |
118
shares
|
$6,451
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
110
shares
|
$6,013
0.0% of portfolio
|
Q1 2024
Reduced 57.53%
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
99
shares
|
$5,412
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Horizon Bancorp Inc /In/
Michigan City, IN |
Oct 23, 2024 Q3 2024 |
97
shares
|
$5,302
0.0% of portfolio
|
Q3 2024
Reduced 28.68%
|
|
|
Northwest Financial Advisors
Herndon, VA |
Nov 13, 2024 Q3 2024 |
85
shares
|
$4,646
0.0% of portfolio
|
Q3 2024
Reduced 99.6%
|
|
|
Versant Capital Management, Inc
|
Oct 07, 2024 Q3 2024 |
84
shares
|
$4,592
0.0% of portfolio
|
Q1 2024
Reduced 26.96%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
84
shares
|
$4,592
0.0% of portfolio
|
Q3 2024
Added 1.2%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Nov 08, 2024 Q3 2024 |
80
shares
|
$4,373
0.0% of portfolio
|
Q2 2024
New holding
|