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 |
|---|---|---|---|---|---|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
61
shares
|
$3,272
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Stone House Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
60
shares
|
$3,219
0.0% of portfolio
|
Q2 2023
Added 1.69%
|
|
|
Hantz Financial Services, Inc.
|
Nov 13, 2024 Q3 2024 |
60
shares
|
$3,219
0.0% of portfolio
|
Q1 2023
Reduced 4.76%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 17, 2024 Q3 2024 |
57
shares
|
$3,058
0.0% of portfolio
|
Q1 2024
Added 1.79%
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Oct 18, 2024 Q3 2024 |
52
shares
|
$2,789
0.0% of portfolio
|
Q3 2024
Added 8.33%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
46
shares
|
$2,467
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Headlands Technologies LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
45
shares
|
$2,414
0.0% of portfolio
|
Q3 2024
Reduced 99.03%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
34
shares
|
$1,824
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
34
shares
|
$1,824
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
34
shares
|
$1,824
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tompkins Financial Corp
|
Nov 01, 2024 Q3 2024 |
30
shares
|
$1,609
0.0% of portfolio
|
Q3 2024
Reduced 11.76%
|
|
|
Toth Financial Advisory Corp
|
Oct 21, 2024 Q3 2024 |
27
shares
|
$1,448
0.0% of portfolio
|
Q2 2024
Reduced 32.5%
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Nov 07, 2024 Q3 2024 |
22
shares
|
$1,180
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 11, 2024 Q3 2024 |
19
shares
|
$1,019
0.0% of portfolio
|
Q3 2024
Reduced 97.54%
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
12
shares
|
$643
0.0% of portfolio
|
Q2 2024
Reduced 99.23%
|
|
|
Founders Capital Management
|
Oct 07, 2024 Q3 2024 |
4
shares
|
$214
0.0% of portfolio
|
Q3 2022
Reduced 98.33%
|
|
|
Swan Capital LLC
Pensacola, FL |
Nov 14, 2024 Q3 2024 |
4
shares
|
$214
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
3
shares
|
$160
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Oct 23, 2024 Q3 2024 |
2
shares
|
$107
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Baldwin Brothers LLC
|
Oct 15, 2024 Q3 2024 |
1
shares
|
$53
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
1
shares
|
$53
0.0% of portfolio
|
Q3 2023
Added 24.27%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
1
shares
|
$53
0.0% of portfolio
|
Q3 2024
Reduced 99.53%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Nov 14, 2024 Q3 2024 |
1
shares
|
$53
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 29, 2024 Q3 2024 |
1
shares
|
$53
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
Nov 13, 2023 Q3 2023 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2023
Closed
|