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 |
|---|---|---|---|---|---|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
762,790
shares
|
$40.9 Million
0.02% of portfolio
|
Q3 2024
Added 11.51%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
758,958
shares
|
$40.7 Million
5.27% of portfolio
|
Q3 2024
Reduced 3.42%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 05, 2024 Q3 2024 |
751,132
shares
|
$40.3 Million
2.41% of portfolio
|
Q3 2024
Added 132.48%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
719,207
shares
|
$38.6 Million
3.29% of portfolio
|
Q3 2024
Reduced 5.47%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
710,471
shares
|
$38.1 Million
4.48% of portfolio
|
Q3 2024
Reduced 2.44%
|
|
|
Garrett Investment Advisors LLC
|
Oct 17, 2024 Q3 2024 |
710,051
shares
|
$38.1 Million
4.06% of portfolio
|
Q3 2024
Added 23.57%
|
|
|
Facet Wealth, Inc.
|
Nov 04, 2024 Q3 2024 |
709,658
shares
|
$38.1 Million
1.04% of portfolio
|
Q3 2024
Reduced 7.64%
|
|
|
Williams Financial, LLC
Bennington, VT |
Oct 22, 2024 Q3 2024 |
702,694
shares
|
$37.7 Million
23.22% of portfolio
|
Q3 2024
Added 1.87%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
701,496
shares
|
$37.6 Million
0.13% of portfolio
|
Q3 2024
Reduced 3.79%
|
|
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
Oct 23, 2024 Q3 2024 |
666,836
shares
|
$35.8 Million
8.51% of portfolio
|
Q3 2024
Added 6.79%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
648,305
shares
|
$34.8 Million
0.05% of portfolio
|
Q3 2024
Added 4.12%
|
|
|
Founders Financial Securities LLC
|
Nov 12, 2024 Q3 2024 |
645,597
shares
|
$34.6 Million
3.22% of portfolio
|
Q3 2024
Reduced 3.18%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Oct 23, 2024 Q3 2024 |
639,951
shares
|
$34.3 Million
4.35% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
628,845
shares
|
$33.7 Million
0.06% of portfolio
|
Q3 2024
Added 39.86%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
623,960
shares
|
$33.5 Million
0.49% of portfolio
|
Q3 2024
Added 1371.78%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
621,125
shares
|
$33.3 Million
1.65% of portfolio
|
Q2 2022
Reduced 9.21%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
614,932
shares
|
$33 Million
0.79% of portfolio
|
Q3 2024
Added 113776.3%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
611,737
shares
|
$32.8 Million
2.2% of portfolio
|
Q3 2024
Added 4.36%
|
|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
603,545
shares
|
$32.4 Million
7.15% of portfolio
|
Q3 2024
Added 7.41%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
599,173
shares
|
$32.1 Million
1.31% of portfolio
|
Q3 2024
Added 2.07%
|
|
|
Vicus Capital
State College, PA |
Oct 21, 2024 Q3 2024 |
579,993
shares
|
$31.1 Million
2.75% of portfolio
|
Q3 2024
Added 2.22%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
576,411
shares
|
$30.9 Million
0.33% of portfolio
|
Q2 2022
New holding
|
|
|
Inspirion Wealth Advisors, LLC
|
Oct 04, 2024 Q3 2024 |
569,290
shares
|
$30.5 Million
4.23% of portfolio
|
Q3 2024
Reduced 1.66%
|
|
|
Tennessee Valley Asset Management Partners
|
Nov 13, 2024 Q3 2024 |
561,536
shares
|
$30.1 Million
4.86% of portfolio
|
Q3 2024
Added 2.79%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 13, 2024 Q3 2024 |
555,462
shares
|
$29.8 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.35%
|