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 |
|---|---|---|---|---|---|
|
Optimum Investment Advisors
|
Apr 30, 2025 Q1 2025 |
1,200
shares
|
$61,488
0.03% of portfolio
|
Q4 2022
Reduced 62.5%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
1,188
shares
|
$60,873
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Nbt Bank N A
|
Apr 17, 2025 Q1 2025 |
1,169
shares
|
$59,899
0.0% of portfolio
|
Q1 2025
Reduced 59.23%
|
|
|
First Financial Corp
|
Apr 10, 2025 Q1 2025 |
1,157
shares
|
$59,284
0.03% of portfolio
|
Q3 2024
Reduced 21.19%
|
|
|
Ballast Advisors LLC
|
May 07, 2025 Q1 2025 |
1,146
shares
|
$58,721
0.02% of portfolio
|
Q1 2025
Reduced 33.18%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
May 12, 2025 Q1 2025 |
1,095
shares
|
$56,107
0.01% of portfolio
|
Q1 2024
Added 3.79%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
May 15, 2025 Q1 2025 |
1,079
shares
|
$55,287
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Apr 01, 2025 Q4 2024 |
1,076
shares
|
$55,134
0.01% of portfolio
|
Q1 2024
Reduced 70.63%
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
1,067
shares
|
$54,673
0.01% of portfolio
|
Q1 2025
Reduced 16.77%
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
1,044
shares
|
$53,494
0.01% of portfolio
|
Q1 2025
Reduced 5.35%
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
1,013
shares
|
$51,906
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
1,000
shares
|
$51,240
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
1,000
shares
|
$51,240
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Apr 02, 2025 Q1 2025 |
995
shares
|
$50,983
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Phillips Financial Management, LLC
|
Apr 30, 2025 Q1 2025 |
974
shares
|
$49,907
0.0% of portfolio
|
Q4 2024
Reduced 63.18%
|
|
|
Beacon Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
908
shares
|
$46,525
0.01% of portfolio
|
Q1 2025
Added 7466.67%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
899
shares
|
$46,064
0.11% of portfolio
|
Q3 2024
Added 26.26%
|
|
|
Steph & CO
|
Apr 23, 2025 Q1 2025 |
885
shares
|
$45,347
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Massmutual Trust CO Fsb
|
Apr 01, 2025 Q1 2025 |
802
shares
|
$41,094
0.0% of portfolio
|
Q1 2025
Reduced 7.18%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
749
shares
|
$38,378
0.0% of portfolio
|
Q1 2025
Added 166.55%
|
|
|
Fwl Investment Management, LLC
|
May 15, 2025 Q1 2025 |
735
shares
|
$37,661
0.01% of portfolio
|
Q3 2024
Reduced 40.73%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
720
shares
|
$36,892
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Apr 17, 2025 Q1 2025 |
697
shares
|
$35,714
0.0% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
695
shares
|
$35,611
0.0% of portfolio
|
Q4 2024
Added 224.77%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
694
shares
|
$35,560
0.01% of portfolio
|
Q4 2024
New holding
|